Create CRM deals from sent proposals
The moment a proposal goes out, make the opportunity visible in your pipeline.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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
Sent proposals often wait in email while the pipeline stays incomplete.
- Keeps proposal activity in the pipeline
- Reduces forgotten deal creation
- Creates a consistent handoff from sales email
Setup
Build it in a few focused steps.
- 1Connect Outlook and CentralstationCRM in Notis once.
- 2Create an automation named Sent proposal to CRM deal.
- 3Tell Notis to recognize qualifying proposal emails, identify the related person or company, and create a deal with a concise summary.
- 4Pick the New Sent Message trigger and choose where reports go.
- 5Test it with one sent proposal.
Questions about this workflow
How do I define a proposal email?
Describe the subjects, phrases, recipients, or attachment clues that identify one.
Can it avoid duplicate deals?
Yes. Tell Notis to search existing deals before creating a new one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Centralstationcrm. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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