Search CRM records when a document is completed
Use completed documents as a reliable handoff signal for CRM work.
Trigger
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.
Action
Search Records
Search records
Why this helps
Finishing a proposal or intake document does not automatically surface the customer records needed next.
- Create dependable handoffs
- Find related customer records faster
- Reduce missed next steps
Setup
Build it in a few focused steps.
- 1Connect Google Super and Centralstationcrm once in Notis.
- 2Create an automation that searches Centralstationcrm for records related to the completed document.
- 3Pick the Document Placeholder Filled trigger.
- 4Choose a report channel and test by filling one real placeholder.
Questions about this workflow
What counts as completion?
The trigger fires when the configured placeholder is no longer present in the document.
Does the workflow update records?
No. It searches for related records to guide the next action.
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.
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.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
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 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.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
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.
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 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.
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 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 Super and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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