Update CRM phone details from Todoist
Close contact correction tasks with a precise CRM update.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Update Person Contact Detail
Tool to update a specific contact detail of a person by id. use after retrieving the person's contact details to modify one.
Why this helps
Small phone corrections stay unresolved when updating the CRM is easy to defer.
- Correct contact data promptly
- Reduce repeated corrections
- Keep task and CRM aligned
Setup
Build it in a few focused steps.
- 1Connect Todoist and Centralstationcrm in Notis.
- 2Create a contact detail correction automation.
- 3Tell Notis to update only the confirmed person, contact detail, and new value explicitly named in each task.
- 4Pick New Task Created and a report channel.
- 5Test with one known contact detail correction.
Questions about this workflow
Will it overwrite a detail without ids?
No. Require the confirmed person and contact detail ids before updating.
Can it report the old and new values?
Ask Notis to include the returned update result in the report.
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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