Integration

Connect CentralStationCRM to DocuPipe

When something happens in CentralStationCRM, your agent does the next thing in DocuPipe. Describe it in plain language and the automation is built, tested on every branch and kept running.

CentralStationCRM4 triggersCentralStationCRM15 actionsDocuPipe1 triggerDocuPipe15 actions

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What do you want CentralStationCRM and DocuPipe 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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Everything your agent can do with CentralStationCRM and DocuPipe

Triggers and actions 5 triggers · 30 actions

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
Document Processed
Triggers when a document finishes parsing and OCR is complete.
Action
Add schema
Creates a new extraction schema in DocuPipe from a JSON schema you supply, and returns its schema ID.
Action
Analyze document
Asks DocuPipe a list of plain-language questions about one document and starts the analysis, returning the analysis ID to fetch the answers with.
Action
Classify Document
Sends one or more documents to DocuPipe to be sorted into your classes, and returns the job that is doing the work.
Action
Delete document
Removes a document from your DocuPipe account.
Action
Delete schema
Removes an extraction schema from your DocuPipe account.
Action
Extract Data From Document
Pulls structured data out of a document using one of your schemas, and returns the extraction to fetch the results with.
Action
Find documents by criteria
Finds documents in your DocuPipe account whose file name or document ID matches what you search for.
Action
Get Document
Returns one document from your DocuPipe account, with its file details, processing status, parsed text and your own metadata.
Action
Get Extraction Result
Returns the data DocuPipe pulled out of a document, shaped by the schema that was used, along with per-field confidence details.
Action
Get schema
Returns one extraction schema from your DocuPipe account, including the JSON schema it applies and its guidelines.
Action
List documents
Returns the documents in your DocuPipe account, optionally narrowed to one dataset or a date range.
Action
List extractions
Returns the data extractions in your DocuPipe account, optionally narrowed to one schema, one document, or a specific set of extractions.
Action
List schemas
Returns the extraction schemas in your DocuPipe account.
Action
Upload and Extract Data
Sends a file to DocuPipe and immediately starts pulling structured data out of it, returning both the new document and the extraction.
Action
Upload Document
Sends a file to DocuPipe to be read and turned into a document you can extract data from.

Each app on its own

The other way round: DocuPipe to CentralStationCRM