Integration
Connect CentralStationCRM to MOCO
When something happens in CentralStationCRM, your agent does the next thing in MOCO. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want CentralStationCRM and MOCO 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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Triggers and actions 30 triggers ยท 39 actions
Trigger
New CompanyTriggered when a new company is created in CentralStationCRM.
Trigger
New DealTriggered when a new deal is created in CentralStationCRM.
Trigger
New PersonTriggered when a new person (contact) is created in CentralStationCRM.
Trigger
New TaskTriggered when a new task is created in CentralStationCRM.
Action
Create CompanyCreates a company in CentralStationCRM.
Action
Create DealCreates a deal in CentralStationCRM.
Action
Create PersonCreates 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 TaskCreates 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 CompanySearches CentralStationCRM for companies whose name matches the text you supply, and returns the matching company records (empty when nothing matches).
Action
Find PersonSearches CentralStationCRM for people matching the name or email address you supply, and returns the matching person records (empty when nothing matches).
Action
Get CompanyReturns one company from CentralStationCRM by its id, including the company's individual (custom) field values.
Action
Get DealReturns one deal from CentralStationCRM by its id, including the deal's individual (custom) field values.
Action
List CompaniesReturns a page of companies from CentralStationCRM, with each company's id, name, background and timestamps.
Action
List DealsReturns a page of deals from CentralStationCRM, with each deal's id, name, value, stage, pipeline and company.
Action
List PeopleReturns a page of people (contacts) from CentralStationCRM, with each person's id, name, title and notes.
Action
List TasksReturns 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 CompanyUpdates an existing company in CentralStationCRM and returns the company as it stands after the update. Fields left blank are not changed.
Action
Update DealUpdates an existing deal in CentralStationCRM and returns the deal as it stands after the update. Fields left blank are not changed.
Action
Update PersonUpdates an existing person (contact) in CentralStationCRM and returns the person as they stand after the update. Fields left blank are not changed.
Trigger
New ClientTriggers when a new client is created.
Trigger
New CompanyTriggers when a new company is created.
Trigger
New ExpenseTriggers when an expense is created.
Trigger
New Exported Invoice (Bookkeeping)Triggers when a new invoice is exported (for the bookkeeping).
Trigger
New Incoming PaymentTriggers when a new incoming payment is created.
Trigger
New InvoiceTriggers when a new invoice is created.
Trigger
New Invoice StatusTriggers when the status of an invoice is changed.
Trigger
New OfferTriggers when a new offer is created.
Trigger
New Outgoing PaymentTriggers when a new outgoing payment is created.
Trigger
New Planning EntryTriggers when a new Planning Entry is created.
Trigger
New PresenceTriggers when a new Presence is created.
Trigger
New Project AssignmentTriggers when a person is assigned to a project.
Trigger
New PurchaseTriggers when a new purchase is created.
Trigger
New Recurred ExpenseTriggers when an expense is recurred.
Trigger
New TaskTriggers when a new task is created.
Trigger
New Time EntryTriggers when a new time entry is created.
Trigger
Unarchived ProjectTriggers when a project is made active again.
Trigger
Updated CompanyTriggers when a company was updated.
Trigger
Updated ExpenseTriggers when an expense was updated.
Trigger
Updated InvoiceTriggers when an invoice was updated.
Trigger
Updated LeadTriggers when a lead was updated.
Trigger
Updated Planning EntryTriggers when a Planning Entry was updated.
Trigger
Updated PresenceTriggers when a Presence was updated.
Trigger
Updated ProjectTriggers when a project was updated.
Trigger
Updated PurchaseTriggers when a purchase was updated.
Trigger
Updated Time EntryTriggers when a time entry was updated.
Action
Create CommentCreates a new Comment.
Action
Create CompanyCreates a new company (customer only).
Action
Create ContactCreates a new contact person.
Action
Create ExpenseCreates a new Expense.
Action
Create Incoming PaymentCreates a new incoming payment.
Action
Create LeadCreates a new lead.
Action
Create Outgoing PaymentCreates a new outgoing payment.
Action
Create ProjectCreates a new Project.
Action
Create PurchaseCreates a new Purchase.
Action
Create TaskCreates a new project task.
Action
Create Time EntryCreate a new time entry.
Action
Find CompanyFinds an existing Company.
Action
Find ContactFinds an existing Contact.
Action
Find ExpenseFinds an existing Expense.
Action
Find InvoiceFinds an existing Invoice.
Action
Find LeadFinds an existing lead.
Action
Find OfferFinds an existing Offer.
Action
Find Planning EntryFinds an existing Planning Entry.
Action
Find ProjectFinds an existing project.
Action
Find PurchaseFinds an existing Purchase.
Action
Find TaskFinds an active Task for a Project.
Action
Find Time EntryFinds an existing Time Entry.
Action
Find UserFinds an existing active user.
Action
Record PresenceRecord a new presence.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.