Integration
Connect CentralStationCRM to DoneDone
When something happens in CentralStationCRM, your agent does the next thing in DoneDone. Describe it in plain language and the automation is built, tested on every branch and kept running.
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Triggers and actions 4 triggers ยท 30 actions
Trigger
New CompanyTriggered when a new company is created in CentralStationCRM.
- New Deal
Triggered when a new deal is created in CentralStationCRM.
- New Person
Triggered when a new person (contact) is created in CentralStationCRM.
- New Task
Triggered when a new task is created in CentralStationCRM.
- Create Company
Creates a company in CentralStationCRM.
- Create Deal
Creates a deal in CentralStationCRM.
- 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.
- 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.
- Find Company
Searches CentralStationCRM for companies whose name matches the text you supply, and returns the matching company records (empty when nothing matches).
- Find Person
Searches CentralStationCRM for people matching the name or email address you supply, and returns the matching person records (empty when nothing matches).
- Get Company
Returns one company from CentralStationCRM by its id, including the company's individual (custom) field values.
- Get Deal
Returns one deal from CentralStationCRM by its id, including the deal's individual (custom) field values.
- List Companies
Returns a page of companies from CentralStationCRM, with each company's id, name, background and timestamps.
- List Deals
Returns a page of deals from CentralStationCRM, with each deal's id, name, value, stage, pipeline and company.
- List People
Returns a page of people (contacts) from CentralStationCRM, with each person's id, name, title and notes.
- 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.
- Update Company
Updates an existing company in CentralStationCRM and returns the company as it stands after the update. Fields left blank are not changed.
- Update Deal
Updates an existing deal in CentralStationCRM and returns the deal as it stands after the update. Fields left blank are not changed.
- 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.
Action
Add comment to taskAdds a comment to a task. POST /{account_id}/internal-projects/{internal_project_id}/tasks/{task_id}/comment-only
- Add mailbox
Creates a new mailbox with default settings. POST /{account_id}/mailboxes
- Add project
Creates a new project. POST /{account_id}/internal-projects
- Add task
Creates a new task in a project. POST /{account_id}/internal-projects/{internal_project_id}/tasks
- Delete task
Permanently deletes a task. DELETE /{account_id}/internal-projects/{internal_project_id}/tasks/{task_id}
- Find tasks
Returns a list of tasks matching search criteria. GET /{account_id}/tasks/search or POST /{account_id}/search/tasks
- Get mailbox
Returns details of a mailbox including members and reply signature. GET /{account_id}/mailboxes/{mailbox_id}
- Get project
Returns project details (name, favorited, members). GET /{account_id}/internal-projects/{internal_project_id}
- Get task
Gets the details of a task. GET /{account_id}/internal-projects/{internal_project_id}/tasks/{task_id}
- List accounts
Returns the accounts the user has access to. GET /accounts
- List mailboxes
Returns mailbox ID/name pairs the user has access to. GET /{account_id}/mailboxes/for-selection
- List projects
Returns project ID/name pairs the user has access to. GET /{account_id}/internal-projects/for-selection
- List workflows
Returns all published workflows available for an account. GET /{account_id}/workflows/for-selection
- Update task status
Updates the status for a task. PUT /{account_id}/internal-projects/{internal_project_id}/tasks/{task_id}/status
- Upload file
Uploads a file and returns the ID of the file. POST /{account_id}/files/upload
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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