Create a deal when a sales task appears
Write the opportunity down once. Notis turns the task into a Centralstationcrm deal ready for follow-up.
Trigger
New Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
Action
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
Why this helps
Potential deals remain as vague reminders instead of becoming trackable opportunities.
- Capture opportunities at the moment they surface
- Keep pipeline records consistent
- Reduce forgotten sales follow-ups
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Centralstationcrm in Notis once.
- 2Create a new automation for sales opportunity capture.
- 3Tell Notis to create a deal from qualifying tasks and summarize the opportunity from the task text.
- 4Pick New Task Created as the trigger.
- 5Select a report channel and test with one opportunity task.
Questions about this workflow
How does Notis know which tasks are sales opportunities?
Your instruction can define the words or context that qualify, such as a proposal request or buying conversation.
What if the company or person is not yet in Centralstationcrm?
Ask Notis to report the missing relationship for review, or create the related record first when the task includes sufficient details.
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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