Keep CentralstationCRM people current with Salesforce changes
Reflect useful Salesforce Contact changes in the corresponding CentralstationCRM person record, with a match check first.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Action
Update Person
Tool to update an existing person by id. use after retrieving the person's current details when you need to modify one or more fields.
Why this helps
Maintaining customer details in two CRMs creates repeated work and leaves records out of sync.
- Reduce repeated edits across CRMs
- Keep person details aligned after Salesforce changes
- Avoid updating a person when the match is unclear
Setup
Build it in a few focused steps.
- 1Connect Salesforce and CentralstationCRM once in the Notis portal.
- 2In Automations, choose New Automation and name the contact update workflow.
- 3Tell Notis to search for the matching CentralstationCRM person from the changed Salesforce Contact, update that person only when the match is clear, and report ambiguous matches for review.
- 4Pick the Salesforce Contact Updated trigger and choose a run report channel.
- 5Test with one real Contact update and review the CentralstationCRM person.
Questions about this workflow
What happens if more than one person matches?
Instruct Notis to report ambiguous results for review rather than choosing a record without enough evidence.
Which person details can be updated?
Specify the changed details you want updated. The update depends on the person and changed fields available in the event and search results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Centralstationcrm. A trigger fires from one place; an action lands in another.
Salesforce 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?"
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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 Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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 Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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