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Keep attendee contact details close at meeting time

Avoid scrambling for contact information just before a call. Notis can save an available attendee phone number to the person's CRM record.

Trigger

Event Starting Soon

Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.

Action

Create Person Contact Detail

Tool to create a new contact detail for a specific person. use when adding a phone number after confirming the person's id.

Why this helps

Just before a meeting starts, switching between calendar and CRM to find or record a phone number adds avoidable friction.

  • Make available phone details easier to find at meeting time.
  • Reduce last-minute app switching.
  • Keep contact details alongside the person's CRM record.

Setup

Build it in a few focused steps.

  • 1Connect Google Calendar and CentralstationCRM once in the Notis portal.
  • 2Create an automation in the portal or tell Notis in plain language from any channel.
  • 3Describe that before an event starts, an available attendee phone number should be added to the matching person's contact details.
  • 4Pick the Event Starting Soon trigger, set the minutes before start, and choose where run reports should go.
  • 5Test with one real event that includes the relevant contact information.

Questions about this workflow

Does the trigger always include phone numbers?

It returns event details and attendees, but phone numbers may not be present. This workflow needs the number to be available in returned event data or supplied separately.

How does the phone number get attached to the right person?

Tell Notis to find the matching CentralstationCRM person before creating a contact detail. A reliable identifier, such as an email address, needs to be available.

When does the workflow run?

The Event Starting Soon trigger runs within a configured number of minutes before the event starts.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Google Calendar to Centralstationcrm. A trigger fires from one place; an action lands in another.

Google Calendar triggers

Centralstationcrm actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Check Connection

Tool to verify the connection status of the centralstationcrm api key. use when validating credentials before making other api calls.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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?"

ActionInstant

Attendee Response Changed

Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.

TriggerPolling

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.

ActionInstant

Event Canceled or Deleted

Triggers when a Google Calendar event is cancelled or deleted. Returns minimal data: event_id, summary (if available), and cancellation timestamp.

TriggerPolling

Create Deal

Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.

ActionInstant

Event Starting Soon

Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.

TriggerPolling

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.

ActionInstant

Calendar Event Changes

**SOON TO BE DEPRECATED** - Use Calendar Event Sync (polling trigger) instead. Real-time webhook trigger for calendar event changes. Returns event metadata only. For full event data, use Calendar Event Sync (polling trigger).

TriggerInstant

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.

ActionInstant

Event Created

Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.

TriggerPolling

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.

ActionInstant

Calendar Event Sync

Polling trigger that returns full event data including details, attendees, and metadata. For real-time notifications with basic info, use Calendar Event Changes (webhook).

TriggerPolling

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.

ActionInstant

Connect any two apps with Notis in the middle.

Google Calendar and Centralstationcrm, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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