Keep customer context current without manual CRM edits
When your team shares a durable customer update in Slack, Notis can add that context to the right person's CRM record.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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
Customer preferences and changes get repeated across Slack, but rarely make it into the CRM in time for the next conversation.
- Preserve relevant context where future work begins.
- Reduce repetitive CRM cleanup.
- Help teammates avoid asking customers to repeat themselves.
Setup
Build it in a few focused steps.
- 1Connect Slack and Centralstationcrm to Notis once in the portal.
- 2Create an automation in the portal, or ask Notis to update CRM people with durable customer details shared in Slack.
- 3Describe what counts as useful, lasting context and require a confident person match in one plain-language instruction.
- 4Choose Slack Channel Message Received as the trigger and select a channel for run reports.
- 5Test with one real, non-sensitive customer update and confirm the correct person was updated.
Questions about this workflow
Should every detail from a conversation be saved?
Specify which durable business details are useful, and instruct Notis not to record unrelated conversation.
Can it update the wrong person?
Tell Notis to skip ambiguous matches and only update a person it can identify confidently.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Centralstationcrm. A trigger fires from one place; an action lands in another.
Slack 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
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.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
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.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slack and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Centralstationcrm.