Keep Renewal Contacts and Deadlines Visible in Your CRM
Notis checks bi-weekly for renewals coming due and adds renewal contact details to the relevant person records in Centralstationcrm. Your team knows exactly who to contact and when each renewal is due, without hunting through logs.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Renewal deadlines and the contacts who handle them are disconnected in your systems, causing delays when you need to reach out for coordination or approval.
- Renewal deadlines always visible in your CRM
- Contact details for each renewal in one place
- No missed coordination between teams
- Clear ownership of each renewal by contact
Setup
Build it in a few focused steps.
- 1Connect Sslmate cert spotter api and Centralstationcrm to Notis.
- 2Tell Notis 'Every other week, check for renewals due soon and add renewal contact details to person records.'
- 3Set the trigger to bi-weekly and choose your infrastructure or renewal team's notification channel.
- 4Test by confirming certificates are due for renewal and checking that contact details appear in person records in Centralstationcrm.
- 5Customize how many days in advance Notis should capture renewals - e.g., '60 days before expiration.'
Questions about this workflow
Which person record gets the contact detail?
The person associated with the certificate domain. If the person doesn't exist, Notis can create one first, or you can handle that separately.
What contact details are added?
You tell Notis. Examples: renewal deadline date, renewal vendor contact, escalation contact. Notis formats and adds them to the person record.
Can I update contact details if they're wrong?
Yes. Notis can listen for your feedback and update its future automations. Tell Notis which details to use for each renewal type.
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.
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?"
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.
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
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.
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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