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Notis

Update CRM companies from account research slides

Make every new account insight available where your team works.

Trigger

New Slide Added

Fires when a new slide is added to a Google Slides presentation.

Action

Update Company

Tool to update an existing company by id. use after retrieving the company's details when you need to modify one or more fields.

Why this helps

Company research becomes outdated when it stays inside presentation revisions.

  • Maintain accurate company context
  • Reduce repeated updates
  • Improve account planning

Setup

Build it in a few focused steps.

  • 1Connect Google Slides and CentralStationCRM in Notis once.
  • 2Create an automation to match the company and update verified account information from each new slide.
  • 3Choose New Slide Added as the trigger.
  • 4Choose where reports go and test with a real account update.

Questions about this workflow

Can it leave unmatched companies untouched?

Yes. Instruct Notis to report unmatched companies instead of creating records.

Can it update several companies from one slide?

Yes, when each company is clearly identified.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Google Slides 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

New Slide Added

Fires when a new slide is added to a Google Slides presentation.

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

Create Deal

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

ActionInstant

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

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

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

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

When this happens · Trigger

Do this · Action

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