Integration
Connect CentralStationCRM to Ontraport
When something happens in CentralStationCRM, your agent does the next thing in Ontraport. Describe it in plain language and the automation is built, tested on every branch and kept running.
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Triggers and actions 9 triggers · 29 actions
Trigger
New CompanyTriggered when a new company is created in CentralStationCRM.
- New Deal
Triggered when a new deal is created in CentralStationCRM.
- New Person
Triggered when a new person (contact) is created in CentralStationCRM.
- New Task
Triggered when a new task is created in CentralStationCRM.
- Create Company
Creates a company in CentralStationCRM.
- Create Deal
Creates a deal in CentralStationCRM.
- 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.
- 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.
- Find Company
Searches CentralStationCRM for companies whose name matches the text you supply, and returns the matching company records (empty when nothing matches).
- Find Person
Searches CentralStationCRM for people matching the name or email address you supply, and returns the matching person records (empty when nothing matches).
- Get Company
Returns one company from CentralStationCRM by its id, including the company's individual (custom) field values.
- Get Deal
Returns one deal from CentralStationCRM by its id, including the deal's individual (custom) field values.
- List Companies
Returns a page of companies from CentralStationCRM, with each company's id, name, background and timestamps.
- List Deals
Returns a page of deals from CentralStationCRM, with each deal's id, name, value, stage, pipeline and company.
- List People
Returns a page of people (contacts) from CentralStationCRM, with each person's id, name, title and notes.
- 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.
- Update Company
Updates an existing company in CentralStationCRM and returns the company as it stands after the update. Fields left blank are not changed.
- Update Deal
Updates an existing deal in CentralStationCRM and returns the deal as it stands after the update. Fields left blank are not changed.
- 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 ContactPolling trigger: fires for each newly created contact, newest first (sorted by creation date).
- New or Updated Contact
Polling trigger: fires when a contact is created or modified, sorted by date last modified.
- New Task
Polling trigger: fires for each newly created task (objectID 1), newest first.
- New Transaction
Polling trigger: fires for each newly created transaction (objectID 46), newest first.
- Two-way sync new or updated contact
A trigger for two-way syncing new and updated contacts, with enhanced on-the-fly mapping. Polls Ontraport Contacts sorted by date-last-modified descending; fires for each new or updated contact.
- Create Object
Create a record of any Ontraport object type. Provide objectID and a JSON of fields. Note: Ontraport DROP (dropdown) custom fields fail OPEN — sending a value that is not one of the field's defined options returns HTTP 200 and silently discards it, leaving the field unset. Verify a dropdown value landed by reading the record back.
- Create or Update Contact
Create a new contact, or merge into an existing one matched by email (Ontraport saveorupdate). Note: Ontraport DROP (dropdown) custom fields fail OPEN — sending a value that is not one of the field's defined options returns HTTP 200 and silently discards it, leaving the prior value in place. Verify a dropdown value landed by reading the record back.
- Create Task
Create a Task object (objectID 1) in Ontraport.
- Delete Contact
Delete a contact by its Ontraport ID.
- Delete Object
Delete a record of any object type by objectID and id.
- Find Contact by Email
Find a contact by exact email match. Returns the first matching record.
- Find contact by field (Go only has Find Contact by Email — covers email lookup only, not arbitrary field)
Returns the details for a contact if the specified field matches the specified value. Throws an error if zero or multiple match.
- Get Contact
Retrieve a single contact by its Ontraport ID.
- Get Object
Retrieve a single record of any object type by objectID and id.
- List Contacts
List contacts with optional search, range, and sort.
- List Objects
List records of any object type with optional search and range.
- Remove Tag from Contact
Remove a tag from one or more contacts.
- Tag Contact
Add a tag to one or more contacts.
- Update Object
Update a record of any Ontraport object type by ID. Note: Ontraport DROP (dropdown) custom fields fail OPEN — sending a value that is not one of the field's defined options returns HTTP 200 and silently discards it, leaving the prior value in place. Verify a dropdown value landed by reading the record back.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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