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Notis

Consolidate Duplicate Certificate Contacts Automatically

Notis checks quarterly for duplicate contacts created by certificate automations and merges them in Centralstationcrm. Your contact database stays lean and focused without manual deduplication work.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Merge Person

Tool to merge another person into an existing person by id. use after identifying duplicate records to consolidate them. example: merge person 42 with [43,44].

Why this helps

Certificate automations create person records, and without care, duplicate contacts accumulate in your CRM, making it harder to track unique people and creating confusion.

  • Eliminates duplicate contacts automatically
  • Clean, deduplicated contact database
  • Reduces manual deduplication work
  • Clearer view of unique contacts

Setup

Build it in a few focused steps.

  • 1Connect Sslmate cert spotter api and Centralstationcrm to Notis.
  • 2Tell Notis 'Every quarter, find duplicate certificate contacts in Centralstationcrm and merge them into single records.'
  • 3Set the trigger to quarterly and select your infrastructure or data team's notification channel.
  • 4Test by checking Centralstationcrm for obvious duplicates and running the automation to verify merging.
  • 5Define your deduplication rules in your prompt - e.g., 'merge by email domain' or 'merge exact name matches.'

Questions about this workflow

How does Notis identify duplicates?

You tell it. Specify matching criteria - same email, same domain, same person name - and Notis merges based on your rules.

What data is kept when contacts are merged?

Notis merges into the primary record, preserving information from both contacts. You can specify which record is primary in your automation.

Can I review merges before they happen?

Yes. Notis can list proposed merges for review before executing them, giving you a chance to exclude false positives.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Sslmate cert spotter api to Centralstationcrm. A trigger fires from one place; an action lands in another.

Sslmate cert spotter api triggers

Centralstationcrm actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Check Connection

Tool to verify the connection status of the centralstationcrm api key. use when validating credentials before making other api calls.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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?"

ActionInstant

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.

ActionInstant

Create Deal

Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Sslmate cert spotter api and Centralstationcrm, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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