Connect CentralStationCRM to One Tap

Both apps 42CentralStationCRM 19One Tap 23

• 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 Participant Check-in

  Triggered when a participant is checked in on a One Tap list.

• Trigger
  New Profile

  Triggered when a new person profile is created in One Tap.

• Action
  Add Punch Pass

  Creates a punch pass for a profile, giving them a set number of check-ins that can be redeemed over time. Returns the new punch pass.

• Action
  Check in participant

  Checks in a participant on a One Tap list, recording the check-in time, location and method. Returns the updated participant.

• Action
  Check out participant

  Checks out a participant on a One Tap list, recording the check-out time, location and method. Returns the updated participant.

• Action
  Create List

  Creates a new list (event) in One Tap that people can be checked in to. Returns the new list.

• Action
  Create Participant

  Adds a profile to a One Tap list as a participant, optionally recording a check-in or check-out at the same time. Returns the new participant.

• Action
  Create Profile

  Creates a new person profile in One Tap, including any custom fields the account has defined. Returns the new profile.

• Action
  Delete List

  Deletes a list (event) from One Tap. Returns the vendor's confirmation of the deletion.

• Action
  Delete Pass

  Deletes a pass from One Tap so it can no longer be used to check in. Returns the vendor's confirmation of the deletion.

• Action
  Delete Profile

  Deletes a person's profile from One Tap. Returns the vendor's confirmation of the deletion.

• Action
  Get List

  Returns a single One Tap list (event) with its schedule, check-in settings and survey data.

• Action
  Get Lists

  Returns the lists (events) in the One Tap account, with optional filtering by name, date range, type or parent list.

• Action
  Get Participants on List

  Returns the participants on a One Tap list, with their check-in and check-out details.

• Action
  Get Passes

  Returns the passes in the One Tap account, optionally limited to one profile, participant or pass type.

• Action
  Get Profile

  Returns a single person's profile from One Tap, including the account's custom fields.

• Action
  Get Profile Passes

  Returns the passes belonging to one person's profile in One Tap.

• Action
  Get Profiles

  Returns the people profiles in the One Tap account, with optional search, favorite filtering and sorting.

• Action
  Redeem Punch Pass

  Redeems one punch on a punch pass by linking it to a check-in. Returns the updated punch pass.

• Action
  Remove Participant

  Removes a participant from a One Tap list. Returns the vendor's confirmation of the removal.

• Action
  Update List

  Updates a One Tap list (event) — its name, dates, description and check-in settings. Only the values supplied are changed. Returns the updated list.

• Action
  Update Participant

  Updates a participant's check-in and check-out details on a One Tap list. Only the values supplied are changed. Returns the updated participant.

• Action
  Update Profile

  Updates a person's profile in One Tap, including the account's custom fields. Only the values supplied are changed. Returns the updated profile.

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