Bring custom CRM context into task work
When a task calls for a tailored follow-up, Notis can fetch the matching person's custom fields for you.
Trigger
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
Action
Get Person Custom Fields
Tool to retrieve all custom fields for a specific person. use when you need to access a person's custom fields after confirming their id.
Why this helps
Personalized work stalls while you search for context stored in obscure CRM fields.
- Prepare more relevant follow-ups
- Reduce CRM tab switching
- Expose important account context
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Centralstationcrm in Notis once.
- 2Create an automation for personalized follow-up tasks.
- 3Tell Notis how to identify the person and which custom field context to retrieve.
- 4Choose Task Details Changed as the trigger.
- 5Choose a report channel and test with one task that names a contact.
Questions about this workflow
Does this edit custom fields?
No. It retrieves the person's custom fields so the report can guide your next action.
What identifier should the task include?
Use an email, phone number, or Centralstationcrm person id in the task when possible.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Centralstationcrm. A trigger fires from one place; an action lands in another.
Google Tasks 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 Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
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.
New Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
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.
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
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.
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
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.
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 Tasks and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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