Start the week with a clear deal review
Replace a sprawling CRM catch-up session with a regular, focused look at your deals.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Deals
Tool to retrieve a paginated list of all deals. use when you need to list deals with pagination and optional includes (e.g., companies, tags) or additional methods.
Why this helps
Without a steady review rhythm, opportunities can sit quietly until you remember to check the pipeline.
- Create a predictable time to reorient to active deals.
- Reduce the effort of rebuilding pipeline context.
- Make follow-up planning easier to start.
Setup
Build it in a few focused steps.
- 1Connect Centralstationcrm to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to summarize Centralstationcrm deals on a weekly schedule.
- 3Use one plain-language instruction to describe the useful summary and deal context you want surfaced.
- 4Choose a recurring weekly trigger and select a channel for run reports.
- 5Run one test review and adjust the instruction if the summary is hard to act on.
Questions about this workflow
How does the automation run?
Notis starts it on the recurring schedule you select, such as weekly.
Does it edit the deals?
This workflow retrieves and summarizes deals. It does not update the records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Centralstationcrm. A trigger fires from one place; an action lands in another.
Telegram 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 Message Received
Triggered when your bot receives a new message in a private chat, group, or supergroup. To receive every message in a group, Privacy Mode must be disabled for the bot in BotFather.
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.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
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 Edited
Triggered when a message in a chat your bot can see is edited by its sender.
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 Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
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.
Telegram and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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