Get a scheduled snapshot of your Centralstation deals
Set a cadence for Notis to fetch your Centralstation CRM deals and send a useful review summary where you work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Pipeline reviews get delayed when pulling the current deal list becomes another task to remember.
- Get a recurring view of CRM deals.
- Reduce the steps needed to prepare for pipeline review.
- Send run reports to the channel you already check.
Setup
Build it in a few focused steps.
- 1Connect Centralstation CRM once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3In one instruction, describe what deal details to summarize and the review cadence.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real example run.
Questions about this workflow
Can I choose how often it runs?
Yes. Choose a recurring schedule as the trigger when creating the automation.
Can the summary include companies or tags?
The Get Deals action supports pagination and optional includes such as companies and tags. Describe the information you want in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Centralstationcrm. A trigger fires from one place; an action lands in another.
Google Sheets 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?"
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
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.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
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.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
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.
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
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.
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
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 Sheets and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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