Open deal details from a Todoist task
Get the deal context you need before completing the next action.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Get Deal
Tool to retrieve details of a specific deal by its id. use when you have a confirmed deal id.
Why this helps
A deal review task is slower when you must search for the record manually.
- Reduce lookup steps
- Review complete deal context
- Make follow-up more deliberate
Setup
Build it in a few focused steps.
- 1Connect Todoist and Centralstationcrm in Notis.
- 2Create a deal detail automation.
- 3Tell Notis to retrieve the deal identified in each new Todoist task and summarize relevant details.
- 4Pick New Task Created and a report channel.
- 5Test with a task containing a confirmed deal id.
Questions about this workflow
What if the task has no deal id?
Ask Notis to report that an id is required rather than guessing.
Can the summary be tailored?
Yes. State which returned deal details you want summarized in the automation instruction.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Centralstationcrm.