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Search contacts when a document keyword appears

Turn meaningful document milestones into timely relationship context.

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

Search People

Tool to retrieve people matching search criteria. use when you need to find specific contacts by name, email, or phone after authenticating with your api key.

Why this helps

A critical phrase in a document can signal action, but the related contact is not surfaced automatically.

  • React to meaningful milestones
  • Find the right contact quickly
  • Reduce missed handoffs

Setup

Build it in a few focused steps.

  • 1Connect Google Super and Centralstationcrm once in Notis.
  • 2Create an automation that searches Centralstationcrm for the person related to the document when the configured keyword appears.
  • 3Pick the Keyword Detected in Document trigger.
  • 4Choose where run reports go and test with one real document.

Questions about this workflow

How often does it fire?

It fires once when the configured keyword is detected, until the trigger is reset.

Can it create a person?

This workflow searches for an existing person; create a separate capture workflow if needed.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Google Super 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

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.

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

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 Deal

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

ActionInstant

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.

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

Comment Added (Docs/Sheets/Slides)

Triggers when a new comment is added to Google Docs, Sheets, or Slides.

TriggerPolling

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

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.

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

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.

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

When this happens · Trigger

Do this · Action

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