Triage new email with deal context
Give incoming messages a fast sales-context check so you can decide what deserves attention first.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Get Deals
Tool to retrieve a paginated list of all deals. use when you need to list deals with pagination and optional includes (e.g., companies, tags) or additional methods.
Why this helps
You have to inspect each sender and search the pipeline to know whether an email connects to an active opportunity.
- Surface potential deal context during triage
- Make inbox prioritization easier
- Cut repeat lookups across apps
Setup
Build it in a few focused steps.
- 1Connect Gmail and CentralstationCRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve available CentralstationCRM deals for context on a new message and report likely relevance to its sender without assuming an unconfirmed relationship.
- 4Choose the new Gmail message trigger, select where run reports go, and test with an email from a sender connected to a known opportunity.
Questions about this workflow
Will this mark an email as urgent?
No. It retrieves deal context and reports the results. It does not change Gmail labels or message priority.
Can Notis guarantee a deal belongs to the sender?
Only rely on a relationship that the CRM data confirms. Instruct Notis to call out uncertain matches.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Centralstationcrm. A trigger fires from one place; an action lands in another.
Gmail triggers
Centralstationcrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Connection
Tool to verify the connection status of the centralstationcrm api key. use when validating credentials before making other api calls.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Count People
Tool to retrieve the total number of people in the account. use when you need the current total number of contacts in your centralstationcrm account. example: "how many contacts exist in my account?"
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Create Company
Tool to create a new company record. use when you need to add an organization to your crm before linking it to contacts or deals.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
Create Person
Tool to create a new person record. use when you need to add a person to your crm before linking them to other records.
Create Person Address
Tool to create a new address for a specific person. use when you need to add or update postal details after confirming person id.
Create Person Assistant
Tool to create a new assistant (assi) entry for a specific person. use after confirming the person id when you need to manage assistant contacts.
Create Person Avatar
Tool to create a new avatar for a specific person. use when you need to attach a base64-encoded image file after confirming the person's id.
Connect any two apps with Notis in the middle.
Gmail and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Centralstationcrm.