Keep sent proposals visible in the sales pipeline
When someone shares that a proposal is out, Notis can record the opportunity in Centralstationcrm so it is easier to remember the next step.
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
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
After a proposal goes out, shifting attention to delivery work can leave follow-up timing forgotten.
- Make sent proposals visible for continued follow-up.
- Preserve useful context from the update.
- Reduce the effort of rebuilding sales status from Slack.
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 create a deal when Slack confirms a customer proposal has been sent.
- 3Describe what counts as a sent proposal and what context to include in one plain-language instruction.
- 4Choose Slack Channel Message Received as the trigger and select a channel for run reports.
- 5Test with one real proposal update and confirm the deal captures enough context for follow-up.
Questions about this workflow
Will it create a deal when a proposal is only being drafted?
Define the trigger criterion as a proposal being sent, and instruct Notis to ignore drafts or planned proposals.
Can it find an existing deal instead?
This workflow is intended to create a deal. If duplicate prevention matters, explicitly state the matching criteria in the prompt.
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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