Integration
Connect Assembly.com to CentralStationCRM
When something happens in Assembly.com, your agent does the next thing in CentralStationCRM. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want Assembly.com and CentralStationCRM to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Triggers and actions 59 triggers ยท 42 actions
Trigger
Client ActivatedTriggers when a client authenticates in the Assembly for the first time
Trigger
Client CreatedTriggers when a new client is created.
Trigger
Client UpdatedHigh-frequency trigger for each client user update.
Trigger
Company CreatedTriggers when a company gets created in the Assembly for the first time
Trigger
Company Custom Fields UpdatedTriggers only when a company has updates to custom fields.
Trigger
Contract RequestedTriggers when a contract is assigned to a client.
Trigger
Contract SignedTriggers when a contract is signed.
Trigger
File CreatedTriggers when a file gets created within a file channel
Trigger
File UpdatedTriggers when a file has been updated within a file channel
Trigger
Folder CreatedTriggers when a folder gets created within a file channel
Trigger
Folder DeletedTriggers when a folder gets deleted within a file channel
Trigger
Folder UpdatedTriggers when a folder gets updated within a file channel
Trigger
Form Response CompletedTriggers when a form response has been completed by a recipient
Trigger
Internal User CreatedTriggers when a new internal user is created.
Trigger
Invoice CreatedTriggers when an invoice is created
Trigger
Invoice DeletedTriggers when an invoice is deleted
Trigger
Invoice PaidTriggers when an invoice is paid
Trigger
Invoice SentTriggers when an invoice is sent
Trigger
Invoice UpdatedTriggers when an invoice is updated
Trigger
Invoice VoidedTriggers when an invoice is voided
Trigger
Link CreatedTriggers when a link gets created within a file channel
Trigger
Link UpdatedTriggers when a link gets updated within a file channel
Trigger
List ClientsLists the clients.
Trigger
List CompaniesLists the companies.
Trigger
List Form ResponsesList Form Responses for a specific form
Trigger
List Invoice TemplatesLists the invoice templates.
Trigger
List Message ChannelsLists the message channels.
Trigger
List MessagesLists messages in a channel
Trigger
List NotesLists notes in a workspace.
Trigger
List PaymentsLists the payments.
Trigger
List PricesLists the prices.
Trigger
List ProductsLists the products.
Trigger
List SubscriptionsLists the subscriptions.
Trigger
List Subscription TemplatesLists the subscription templates.
Trigger
List Task CommentsLists task comments in a workspace.
Trigger
List TasksLists tasks in a workspace.
Trigger
List Task TemplatesLists task templates in a workspace.
Trigger
Message Channel CreatedTriggers when a new message channel is created.
Trigger
Message Channel DeletedTriggers when a message channel is deleted.
Trigger
Message SentTriggers when a message gets sent in any channels belonging to the portal
Trigger
Note CreatedTriggers when a new note is created.
Trigger
Note UpdatedTriggers when a note is updated.
Trigger
Notification CreatedTriggers when a new notification is created.
Trigger
Payment FailedTriggers when a payment is failed for an invoice
Trigger
Payment SucceededTriggers when a payment is successful for an invoice
Trigger
Price CreatedTriggers when a price is created
Trigger
Product CreatedTriggers when a product is created
Trigger
Product UpdatedTriggers when a product is updated
Trigger
Subscription CanceledTriggers when an subscription is canceled
Trigger
Subscription CreatedTriggers when an subscription is created
Trigger
Task ArchivedTriggers when a task gets archived in your workspace.
Trigger
Task CompletedTriggers when a task gets completed in your workspace.
Trigger
Task CreatedTriggers when a task gets created in your workspace.
Trigger
Task DeletedTriggers when a task gets deleted in your workspace.
Trigger
Task UpdatedTriggers when a task gets updated in your workspace.
Action
Create ClientCreates a new client.
Action
Create CompanyCreates a new company.
Action
Create FileCreates a file in a specified files channel.
Action
Create FolderCreates a folder in a specified file channel.
Action
Create LinkCreates a link in a specified files channel.
Action
Create Message ChannelCreates a new message channel.
Action
Create NoteCreates a new note.
Action
Find a ClientSearch for a client by ID, email, or company.
Action
Find a CompanySearch for a company by ID or name.
Action
Find a FileSearch for a file by ID.
Action
Find a FormSearch for a Form by ID.
Action
Find a Message ChannelSearch for a message channel by ID or by filters
Action
Find an Internal UserSearch for an internal user by ID.
Action
Find an InvoiceSearch for an invoice by ID.
Action
Find a NoteSearch for a note by ID or by filters
Action
Find a PriceSearch for a Price by ID.
Action
Find a ProductSearch for a Product by ID.
Action
Find a SubscriptionSearch for a Subscription by ID.
Action
Find a TaskSearch for a task by ID or by filters
Action
Find a Task CommentSearch for a task comment by ID
Action
Find a Task TemplateSearch for a task template by ID or by filters
Action
Request Form ResponsesAsk clients to fill out a form.
Action
Send MessageCreate and send a message to a designated message channel.
Action
Update ClientUpdate a client
Action
Update CompanyUpdate the name of a company
Action
Update Internal UserUpdate an internal user
Action
Update NoteUpdate the title and content of a note.
Trigger
New CompanyTriggered when a new company is created in CentralStationCRM.
Trigger
New DealTriggered when a new deal is created in CentralStationCRM.
Trigger
New PersonTriggered when a new person (contact) is created in CentralStationCRM.
Trigger
New TaskTriggered when a new task is created in CentralStationCRM.
Action
Create CompanyCreates a company in CentralStationCRM.
Action
Create DealCreates a deal in CentralStationCRM.
Action
Create PersonCreates a new person (contact) in CentralStationCRM with the name, salutation, title and background notes you supply, and returns the new person's id and stored details.
Action
Create TaskCreates a new task in CentralStationCRM with the text, due date and responsible user you supply, optionally attached to a person, company or deal, and returns the new task's id and details.
Action
Find CompanySearches CentralStationCRM for companies whose name matches the text you supply, and returns the matching company records (empty when nothing matches).
Action
Find PersonSearches CentralStationCRM for people matching the name or email address you supply, and returns the matching person records (empty when nothing matches).
Action
Get CompanyReturns one company from CentralStationCRM by its id, including the company's individual (custom) field values.
Action
Get DealReturns one deal from CentralStationCRM by its id, including the deal's individual (custom) field values.
Action
List CompaniesReturns a page of companies from CentralStationCRM, with each company's id, name, background and timestamps.
Action
List DealsReturns a page of deals from CentralStationCRM, with each deal's id, name, value, stage, pipeline and company.
Action
List PeopleReturns a page of people (contacts) from CentralStationCRM, with each person's id, name, title and notes.
Action
List TasksReturns a page of tasks from CentralStationCRM, with each task's name, due date, done flag and the person, company or deal it belongs to.
Action
Update CompanyUpdates an existing company in CentralStationCRM and returns the company as it stands after the update. Fields left blank are not changed.
Action
Update DealUpdates an existing deal in CentralStationCRM and returns the deal as it stands after the update. Fields left blank are not changed.
Action
Update PersonUpdates an existing person (contact) in CentralStationCRM and returns the person as they stand after the update. Fields left blank are not changed.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.