Connect CentralStationCRM and Overloop.ai

Both apps 38CentralStationCRM 19Overloop.ai 19

• 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
  List Created

  Triggers when a new list is created in Overloop.ai.

• Trigger
  New Exclusion List Item

  Triggers when a new email address or domain is added to your Overloop exclusion list.

• Action
  Add list

  Creates a new prospect or organization list in Overloop.

• Action
  Add Prospect to Campaign

  Adds a prospect to an Overloop campaign by enrolling them in it, optionally at a specific step or start time. Returns the new enrollment.

• Action
  Create Organization

  Creates a new organization in Overloop.ai with its name, contact details, address, lists and any custom fields.

• Action
  Create Prospect

  Creates a new prospect in Overloop.ai with contact details, lists, owner, organization and any custom fields, and returns the created prospect.

• Action
  Delete list

  Permanently deletes a list in Overloop. Prospects that were in the list are kept.

• Action
  Delete organization

  Permanently deletes an organization in Overloop.ai. This cannot be undone.

• Action
  Delete prospect

  Permanently deletes a prospect from Overloop.ai, along with all of its history (messages, replies). This cannot be undone.

• Action
  Enroll Prospect

  Enrolls a prospect into an Overloop campaign or prospect-based workflow, optionally at a specific step or start time.

• Action
  Exclude Prospect

  Excludes a prospect from all future outreach by adding their email address (or their whole domain) to the Overloop exclusion list.

• Action
  Get organization

  Returns a single Overloop organization by its ID, including its standard details, lists and any custom field values.

• Action
  Get prospect

  Returns a prospect by ID, including its contact details, engagement status, lists and custom field values. An error occurs if the prospect is not found.

• Action
  List automations

  Returns the automations (outbound campaigns and productivity workflows) in your Overloop account, optionally filtered by type, record type or status.

• Action
  List users

  Returns the users on your Overloop.ai account, with their name, email, role and status, optionally filtered to active or disabled users.

• Action
  Search List

  Returns the Overloop lists whose name contains the text you give, optionally limited to prospect or organization lists.

• Action
  Search Organization

  Returns the organizations in Overloop.ai that match the name, website, email or other details you specify.

• Action
  Search Prospect

  Returns the prospects that match the email, name, job title, location or engagement status you specify.

• Action
  Update list

  Renames an existing Overloop list and returns the updated list.

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