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Notis

Make client milestones easier to remember

Capture a milestone in Notion and let Notis add the date to the client's history in Centralstationcrm.

Trigger

New Page

Triggers when a new page is added to a Notion database.

Action

Create Person Historic Event

Tool to create a new historic event for a specific person. use after confirming person id to record dates like birthdays, anniversaries, or other milestones.

Why this helps

Anniversaries and important relationship dates are easy to overlook when they stay buried in a project page.

  • Give meaningful client dates a place in the CRM history.
  • Reduce manual re-entry of anniversaries and milestones.
  • Make relationship care easier to plan around.

Setup

Build it in a few focused steps.

  • 1Connect Notion and Centralstationcrm to Notis once through the portal.
  • 2Create an automation or tell Notis to add each new client milestone as a historic event for the matching Centralstationcrm person.
  • 3Select Notion New Page for the milestone database and describe how the person and milestone should be identified.
  • 4Choose a run-report channel and test with one real milestone page.

Questions about this workflow

Does this create the person too?

No. This action adds a historic event for a specific person, so the matching person must already exist in Centralstationcrm.

What information should a milestone page contain?

Include enough context for Notis to identify the person and the event date and type in your plain-language instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Notion 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

All Page Events

Triggers when any Notion page is created or updated across the workspace.

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

Comment Created

Triggers when a new comment is created in Notion. Optional `page_id` filter scopes to comments on a specific page. When omitted, fires for any new comment in the workspace the integration has access to. Requires the 'Read comments' capability on the Notion integration. If a connection was authorized before that capability was enabled, the user must re-authorize the connection for comment events to flow.

TriggerInstant

Create Deal

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

ActionInstant

New Comment

Triggers when a new comment is added to a specified Notion block or page.

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

Database Created

Triggers when a new Notion database (the container) is created. A database is the post-2025-09-03 container that holds one or more data sources. This trigger fires for the container's creation event (`database.created`), distinct from `NOTION_DATASOURCE_CREATED` which fires when a new data source is added to an existing database. Most customers calling Notion's `POST /v1/databases` (the legacy API) or creating a database via the Notion UI will see this event. Adding a new data source to an existing database fires `data_source.created` instead — use `NOTION_DATASOURCE_CREATED` for that. Notion's payload puts `entity.type: "block"` (the container is a `child_database` block in the content tree) and `entity.id` is the database id.

TriggerInstant

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

Data Source Created

Triggers when a new Notion data source is created. Fires workspace-wide. The payload's `data.parent` carries the data source's tree parent (typically the teamspace) for downstream filtering. A single template-based database creation can fire multiple `data_source.created` events at once — one per data source the template instantiates.

TriggerInstant

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 Source Schema Updated

Triggers when a Notion data source's schema is updated. Fires on column add / remove / rename. Payload includes `data.updated_properties: [{id, name, action}]` so consumers can discriminate the kind of change downstream. Optional `data_source_id` filter scopes to schema changes on a single data source. When omitted, fires for any schema change in the workspace the integration has access to. Note: adding a column also fires `page.properties_updated` once per existing row in the data source. Customers wanting a single structural-change signal should use this trigger.

TriggerInstant

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.

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

When this happens · Trigger

Do this · Action

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