Connect CentralStationCRM to BotMape

Both apps 28CentralStationCRM 19BotMape 9

• Trigger
  New Company

  Triggered when a new company is created in CentralStationCRM.

• Trigger
  New Deal

  Triggered when a new deal is created in CentralStationCRM.

• Trigger
  New Person

  Triggered when a new person (contact) is created in CentralStationCRM.

• Trigger
  New Task

  Triggered when a new task is created in CentralStationCRM.

• Action
  Create Company

  Creates a company in CentralStationCRM.

• Action
  Create Deal

  Creates a deal in CentralStationCRM.

• Action
  Create Person

  Creates 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 Task

  Creates 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 Company

  Searches CentralStationCRM for companies whose name matches the text you supply, and returns the matching company records (empty when nothing matches).

• Action
  Find Person

  Searches CentralStationCRM for people matching the name or email address you supply, and returns the matching person records (empty when nothing matches).

• Action
  Get Company

  Returns one company from CentralStationCRM by its id, including the company's individual (custom) field values.

• Action
  Get Deal

  Returns one deal from CentralStationCRM by its id, including the deal's individual (custom) field values.

• Action
  List Companies

  Returns a page of companies from CentralStationCRM, with each company's id, name, background and timestamps.

• Action
  List Deals

  Returns a page of deals from CentralStationCRM, with each deal's id, name, value, stage, pipeline and company.

• Action
  List People

  Returns a page of people (contacts) from CentralStationCRM, with each person's id, name, title and notes.

• Action
  List Tasks

  Returns 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 Company

  Updates an existing company in CentralStationCRM and returns the company as it stands after the update. Fields left blank are not changed.

• Action
  Update Deal

  Updates an existing deal in CentralStationCRM and returns the deal as it stands after the update. Fields left blank are not changed.

• Action
  Update Person

  Updates an existing person (contact) in CentralStationCRM and returns the person as they stand after the update. Fields left blank are not changed.

• Trigger
  New Lead Captured

  Triggers when a new lead is captured — either from a chat conversation or added manually.

• Action
  Add agent

  Create a new AI agent with custom configuration and personality. POST /api/chatbots

• Action
  Add knowledge base entry

  Add training content (FAQ, documentation, policies) to an AI agent; auto-embedded. POST /api/chatbots/:chatbotId/knowledge

• Action
  Create Lead

  Creates a new lead in your CRM. Use this to push leads from other tools into your CRM automatically.

• Action
  Delete knowledge base entry

  Remove a specific knowledge entry from an AI agent's training data. DELETE /api/chatbots/:chatbotId/knowledge/:knowledgeId

• Action
  Get agent

  Retrieve detailed information about a specific AI agent by ID. GET /api/chatbots/:id

• Action
  List agents

  Get all AI agents owned by the authenticated user with their configurations. GET /api/chatbots

• Action
  List knowledge base entries

  Retrieve all knowledge base entries that train an AI agent's responses. GET /api/chatbots/:chatbotId/knowledge

• Action
  Update agent

  Update an existing AI agent's configuration, personality, or appearance. PUT /api/chatbots/:id

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.