Integration

Connect CentralStationCRM to Grist

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

CentralStationCRM4 triggersCentralStationCRM15 actionsGrist4 triggersGrist21 actions

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What do you want CentralStationCRM and Grist 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 Grist

Triggers and actions 8 triggers · 36 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
New or Updated Record
Triggered when a row in a Grist table is created or updated.
Trigger
New or Updated Record (Instant)
Triggers when a Record is updated, or a new Record is added.
Trigger
New Record
Triggered when a new row is added to a Grist table.
Trigger
New Record (Instant)
Triggers when a new Record is created
Action
Add Column
Adds a column to a table in a Grist document.
Action
Add Table
Creates a new table in a Grist document, optionally with a starting set of columns.
Action
Create Document
Creates a new document in a Grist workspace and returns its document ID.
Action
Create or Update Record
Adds a row to a Grist table, or updates the existing row when the match column already holds the match value. Returns the row ID.
Action
Create Record
Adds a new row to a Grist table and returns its row ID.
Action
Create Workspace
Creates a new workspace in a Grist organization and returns its ID.
Action
Delete Document
Deletes a Grist document permanently.
Action
Delete Records
Deletes one or more rows from a Grist table by row ID.
Action
Delete Workspace
Deletes a Grist workspace along with every document inside it.
Action
Find Record
Searches a Grist table for a row whose column holds a given value and returns that row's ID and column values.
Action
Get Document
Returns the details of one Grist document — its name, web address, workspace, and organization.
Action
Get Org
Returns the details of one Grist organization (team site) — its name, subdomain, owner, and your access level.
Action
Get Workspace
Returns the details of one Grist workspace, including the documents it contains.
Action
List Columns
Returns the columns of a Grist table, with each column's ID, label, and type.
Action
List Orgs
Returns every Grist organization (team site) this connection can reach.
Action
List Tables
Returns the tables in a Grist document.
Action
List Workspaces
Returns the workspaces in a Grist organization, each with the documents it contains.
Action
Run SQL Query
Runs a read-only SELECT statement against a Grist document and returns the rows.
Action
Update Document
Renames a Grist document or changes whether it is pinned. Anything left blank stays as it is.
Action
Update Record
Changes the column values of one row in a Grist table. Columns left blank keep their current values.
Action
Update Workspace
Renames a Grist workspace.

Each app on its own

The other way round: Grist to CentralStationCRM