Capture new companies mentioned in WhatsApp
Keep the organization behind each conversation visible to your team.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
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.
Why this helps
Company names appear in messages but never make it into the CRM structure.
- Builds an account level view
- Supports cleaner contact linking
- Prevents company names being lost
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and CentralStationCRM in Notis once.
- 2Create an automation asking Notis to create a company only when the organization is clearly identified and absent.
- 3Pick New WhatsApp Message Received as the trigger.
- 4Select a report channel for created companies.
- 5Test with an introduction that names a company.
Questions about this workflow
Will it create a company for every message?
No. Tell Notis to act only when a distinct organization is clearly named and not already present.
Can it avoid duplicates?
Ask Notis to search existing records before creating the company.
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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