Keep duplicate contact records from multiplying
When a WhatsApp sender matches duplicate CRM entries, Notis can help consolidate them into the confirmed primary person record.
Trigger
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Action
Merge Person
Tool to merge another person into an existing person by id. use after identifying duplicate records to consolidate them. example: merge person 42 with [43,44].
Why this helps
Duplicate records split customer context and make it harder to know which contact to trust.
- Consolidate matching contact records
- Keep customer context attached to one person
- Avoid uncertain merges by flagging ambiguous matches
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and CentralstationCRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to search by sender number and merge duplicates only when the primary person and duplicate records are certain, otherwise report candidates for review.
- 4Pick the New Message Received trigger and choose where run reports go.
- 5Test with a real sender whose duplicate records you have already confirmed.
Questions about this workflow
Will this automatically merge similar names?
It should merge only when the sender number and matching records make the duplicate clear. Ask Notis to report uncertain cases for manual review.
Which person should remain after the merge?
Specify the confirmed primary record in your instruction. If there is no clear primary, have Notis report the candidates without merging.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Centralstationcrm. A trigger fires from one place; an action lands in another.
Whatsapp 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?"
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
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.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
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.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
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.
Whatsapp and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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