Add phone details to CRM contacts
Save a new phone number to the right contact without another data entry session.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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
Phone numbers captured in tasks are often forgotten before they reach the CRM.
- Keep phone data current
- Prevent lost contact details
- Reduce manual CRM entry
Setup
Build it in a few focused steps.
- 1Connect Todoist and Centralstationcrm in Notis.
- 2Create a phone detail automation.
- 3Tell Notis to create a contact detail for the confirmed person id using only the phone information explicitly stated in each new task.
- 4Choose New Task Created and a report channel.
- 5Test with a task containing a real phone number.
Questions about this workflow
Can it add an email instead?
The action is for contact details. State the supported detail clearly in the task and let Notis report unsupported or missing data.
What if the person id is unknown?
Find the person first with the search people workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Centralstationcrm. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
Todoist and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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