Connect CentralStationCRM to Myphoner

Both apps 44CentralStationCRM 19Myphoner 25

• 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
  Archived Lead

  Triggers when a lead is archived (marked 'archive').

• Trigger
  Call Back

  Triggers when a lead is marked for 'call back'.

• Trigger
  Lead updated (instant)

  Fires when a lead's information is updated by an agent (webhook event: lead_updated).

• Trigger
  Lost Lead

  Triggers when a lead is lost (marked 'loser').

• Trigger
  New call (instant)

  Fires when a new call is conducted (webhook event: new_call).

• Trigger
  New call recording (instant)

  Fires when a new call recording becomes available (webhook event: new_recording).

• Trigger
  New comment (instant)

  Fires when a new comment is created for a lead (webhook event: new_comment).

• Trigger
  New lead (instant)

  Fires when a new lead is created in Myphoner (webhook event: lead_created).

• Trigger
  New Winner

  Triggers when a lead is won.

• Trigger
  Text message received (instant)

  Fires when a text message is received from a lead (webhook event: inbound_text).

• Trigger
  Text message sent (instant)

  Fires when a text message is sent to a lead (webhook event: text).

• Action
  Archive a lead

  Archives a lead in Myphoner, optionally recording a comment and archive category, or scheduling the lead to come back for a call later.

• Action
  Create a list

  Creates a new lead list in Myphoner, optionally defining its columns.

• Action
  Create Lead

  Creates a lead in a Myphoner list. The lead's fields are the columns defined on the chosen list.

• Action
  Find Lead

  Searches Myphoner for a lead matching your text and returns the first match, optionally limited to certain lists.

• Action
  Get a lead

  Returns one Myphoner lead by its ID, including every column defined on the lead's list.

• Action
  Get a list

  Returns one Myphoner list by its ID, with its name, lead count and the categories configured for each lead state.

• Action
  List leads

  Returns a page of leads from a Myphoner list, newest-updated first when you ask for that order.

• Action
  List lists

  Returns every lead list in the Myphoner account, with each list's name, ID and lead count.

• Action
  Mark Lead as Loser

  Marks a Myphoner lead as lost, optionally recording a comment and loser category or scheduling it to come back for a call later.

• Action
  Mark Lead as Winner

  Marks a Myphoner lead as won, optionally recording a comment and winner category or scheduling it to come back for a call later.

• Action
  Mark Lead for Call Back

  Schedules a Myphoner lead for a call back, optionally recording a comment and category and setting when the lead should come back.

• Action
  Move a lead to another list

  Moves a Myphoner lead into a different list, optionally releasing it back to the calling queue.

• Action
  Search for Lead

  Searches Myphoner leads for your text and returns every match, optionally limited to certain lists.

• Action
  Update Lead

  Updates a lead in Myphoner. Only the fields you fill in are changed; the lead's fields are the columns defined on its list.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.