Keep your deal pipeline moving
Get a focused pipeline scan before small follow-ups become lost opportunities.
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
Deal reviews slip when they depend on remembering to open the CRM and inspect every page.
- Creates a dependable review habit
- Surfaces deals needing action
- Reduces pipeline surprises
Setup
Build it in a few focused steps.
- 1Connect CentralStationCRM in Notis once.
- 2Create a scheduled automation asking Notis to retrieve deals and summarize those needing review.
- 3Pick a recurring Notis cron schedule.
- 4Choose a report channel for the scan.
- 5Run one test execution with the current pipeline.
Questions about this workflow
Can it handle many deals?
The action supports paginated deal retrieval; ask Notis to summarize the returned pages and highlight priorities.
Can it include companies or tags?
Ask Notis to include the available optional deal context in the retrieval.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Centralstationcrm. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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.
Timelinesai and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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