Add phone details from Pipedrive notes to CentralstationCRM
Keep contact details current when conversations reveal new numbers.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Create Person Contact Detail
Tool to create a new contact detail for a specific person. use when adding a phone number after confirming the person's id.
Why this helps
Useful phone numbers stay trapped in notes and never reach the main contact record.
- Capture phone numbers promptly
- Improve contact data quality
- Reduce note searching
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and CentralstationCRM in Notis.
- 2Create an automation telling Notis to identify the person and add a phone detail found in each new note.
- 3Choose the New Note Received trigger.
- 4Select a report channel and test with a note containing a phone number.
Questions about this workflow
What if the note has no phone number?
Notis can report that no phone detail was present and take no action.
Does the person need to exist first?
Yes. Provide a matching person id or ask Notis to find the person before adding the detail.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Centralstationcrm. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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 Note Received Trigger
Triggered when a new note is created in Pipedrive
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Centralstationcrm.