--- title: "Connect CentralStationCRM to Lido - APIANT.ai" description: "When \"New Company\" fires in CentralStationCRM, your agent runs \"Extract Data From File\" in Lido." canonical: "https://apiant.ai/connect/centralstationcrm-to-lido" --- # Connect CentralStationCRM to Lido When **New Company** fires in [CentralStationCRM](https://apiant.ai/connections/centralstationcrm), your agent runs **Extract Data From File** in [Lido](https://apiant.ai/connections/lido). Describe the whole flow and it is built, tested on every scenario and kept running. CentralStationCRM **4** triggers CentralStationCRM **15** actions Lido **3** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want CentralStationCRM and Lido to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What CentralStationCRM can start in Lido - When **New Company** in CentralStationCRM then **Extract Data From File** in Lido - When **New Deal** in CentralStationCRM then **Generate extraction config** in Lido Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with CentralStationCRM and Lido ## Triggers and actions 4 triggers · 18 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. - Action **Extract Data From File** Starts an AI extraction job that pulls the requested columns out of a document or image, and returns the job id to fetch results with. - Action **Find Extraction Result** Returns the status and extracted data rows of a Lido data extraction job. - Action **Generate extraction config** Asks Lido to suggest an extraction configuration (columns, instructions and multi-row setting) for a document. Returns a job id; the suggestion is available from the job result. ## Each app on its own - [ **CentralStationCRM** CentralStationCRM is an easy CRM software. We focus on ease of use, collaboration and work best when you...](https://apiant.ai/connections/centralstationcrm) - [ **Lido** Lido is a data extraction application that uses AI to read documents, such as PDFs and invoices, and convert...](https://apiant.ai/connections/lido) Reviews ## What our customers say ## More from CentralStationCRM - [ **CentralStationCRM to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/centralstationcrm-to-google-drive) - [ **CentralStationCRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/centralstationcrm-to-hubspot) - [ **CentralStationCRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/centralstationcrm-to-salesforce) - [ **CentralStationCRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/centralstationcrm-to-slack) - [ **CentralStationCRM to Google Sheets** Google Sheets](https://apiant.ai/connect/centralstationcrm-to-google-sheets) - [ **CentralStationCRM to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/centralstationcrm-to-gmail) ## More into Lido - [ **Mapster to Lido** Mapster is a feedback survey platform that helps you collect and analyze user feedback.](https://apiant.ai/connect/mapster-to-lido) - [ **OutageDeck to Lido** OutageDeck aggregates the official status feeds of more than 170 cloud and SaaS providers into one place.](https://apiant.ai/connect/outagedeck-to-lido) - [ **Read AI to Lido** Read AI is a leading productivity tool that makes work easy with meeting summaries and transcripts, search...](https://apiant.ai/connect/read-ai-to-lido) - [ **HubSpot to Lido** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-lido) - [ **Salesforce to Lido** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-lido) - [ **Slack to Lido** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-lido) Questions ## CentralStationCRM and Lido, answered ### ### What can start an automation from CentralStationCRM? Any of CentralStationCRM's 4 triggers in the catalog, including New Company, New Deal, New Person and New Task. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Lido when something happens in CentralStationCRM? Any of Lido's 3 actions, including Extract Data From File, Find Extraction Result and Generate extraction config. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Lido to CentralStationCRM? Lido has no triggers in the catalog today, so automations start in CentralStationCRM. If you need the other direction, ask: your agent reads Lido's API documentation and adds it. ### ### Do I have to build a connector for CentralStationCRM or Lido? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use CentralStationCRM and Lido without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.