Search Centralstationcrm from new tasks
Surface the record you need before you act on a task.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Search Records
Search records
Why this helps
Reference numbers and names in tasks are hard to connect to the correct CRM record manually.
- Reduce context switching
- Find records faster
- Create a reliable audit trail
Setup
Build it in a few focused steps.
- 1Connect Todoist and Centralstationcrm in Notis.
- 2Create a record search automation.
- 3Tell Notis to search records using identifiers in each new Todoist task and report matching record types and ids.
- 4Pick New Task Created and your report destination.
- 5Test with a task containing a known CRM reference.
Questions about this workflow
Which record types can it search?
Ask Notis to search using the record information available in the task and report the returned matches.
Can it update the record after searching?
Use a separate workflow with the appropriate update action after you confirm the match.
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.