Record qualified deals from Todoist
Move a qualified opportunity into the pipeline while the context is fresh.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
Why this helps
Qualified opportunities are often delayed because pipeline entry feels like separate admin work.
- Capture pipeline momentum
- Keep qualification context
- Reduce sales admin
Setup
Build it in a few focused steps.
- 1Connect Todoist and Centralstationcrm in Notis.
- 2Create a qualified deal capture automation.
- 3Tell Notis to create a deal only when the new task explicitly marks an opportunity as qualified and includes available deal details.
- 4Choose New Task Created and a report channel.
- 5Test with one qualified opportunity task.
Questions about this workflow
What if qualification is unclear?
Ask Notis to report the ambiguity and avoid creating a deal until qualification is explicit.
Can it create duplicate deals?
Ask Notis to search for an existing matching record first when the task provides enough identifying information.
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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