Keep one clean person record per contact
Resolve duplicate identities while the conversation gives you a clear clue.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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
Duplicate CRM records split history and make ownership unclear.
- Consolidates customer history
- Improves reporting accuracy
- Reduces duplicate outreach
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and CentralStationCRM in Notis once.
- 2Create an automation asking Notis to search for likely duplicate people and merge only when identity evidence is strong.
- 3Pick New WhatsApp Message Received as the trigger.
- 4Choose where merge review reports should go.
- 5Test with a sender whose record appears duplicated.
Questions about this workflow
Is merging reversible?
Merging can affect records, so instruct Notis to report candidates first and merge only with clear evidence.
What evidence can it use?
Use matching phone numbers, email addresses, names, and message context available in the event.
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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