Keep a recurring search for important CRM records
Have Notis look for records matching your stated criteria on a schedule, then bring the matches to your attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Records
Search records
Why this helps
Important records can be hard to monitor when you have to remember and repeat the same search manually.
- Repeat a stated search on a schedule.
- Bring matching records into a review channel.
- Make the criteria explicit and consistent.
Setup
Build it in a few focused steps.
- 1Connect CentralStationCRM once in the Notis portal.
- 2Create an automation and give it a name.
- 3Tell Notis what records to search for in CentralStationCRM and how to summarize matches, using criteria the search action supports.
- 4Pick a recurring schedule as the trigger.
- 5Choose where run reports go, then test with one real example.
Questions about this workflow
Can it search for any field I name?
Only criteria supported by CentralStationCRM Search Records and the data provided by the account should be used.
Does this update matched records?
No. It searches and reports results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Centralstationcrm. A trigger fires from one place; an action lands in another.
Hubspot 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?"
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
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.
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.
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.
Hubspot and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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