Record a Contact Milestone From a Detected Keyword
Turn a meaningful phrase in your notes into durable CRM history.
Trigger
Keyword Detected in Document
Triggers when a specific keyword or phrase first appears in a Google Doc. This trigger monitors a Google Doc and fires once when the specified keyword is detected. After the keyword is found, the trigger will not fire again until reset.
Action
Create Person Historic Event
Tool to create a new historic event for a specific person. use after confirming person id to record dates like birthdays, anniversaries, or other milestones.
Why this helps
Personal milestones mentioned in notes are easy to forget and hard to find later.
- Preserve important context
- Support thoughtful follow-up
- Reduce memory load
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Centralstationcrm in Notis.
- 2Create an automation that identifies the person and records the supported historic event.
- 3Pick Keyword Detected in Document as the trigger.
- 4Choose a report channel and test with one document containing the keyword.
Questions about this workflow
What kinds of milestones fit this action?
Use supported historic events such as birthdays, anniversaries, or other relevant dates.
Will it repeat for the same keyword?
The trigger fires once until it is reset.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Centralstationcrm. A trigger fires from one place; an action lands in another.
Google Docs 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?"
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
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.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
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.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
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.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
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.
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
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.
Google Docs and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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