Integration
Connect CentralStationCRM and WhatConverts
When New Company fires in CentralStationCRM, your agent runs Create Lead in WhatConverts, or New Lead in WhatConverts to Create Deal in CentralStationCRM. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want CentralStationCRM and WhatConverts to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What CentralStationCRM and WhatConverts can do together
From CentralStationCRM to WhatConverts
When New Company in CentralStationCRM
then Create Lead in WhatConverts
When New Deal in CentralStationCRM
then Update Lead in WhatConverts
From WhatConverts to CentralStationCRM
When New Lead in WhatConverts
then Create Deal in CentralStationCRM
When Updated Lead in WhatConverts
then Create Task in CentralStationCRM
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with CentralStationCRM and WhatConverts
Triggers and actions 6 triggers · 29 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 LeadTriggers when a new lead (call, form, chat, etc.) is recorded in WhatConverts.
Trigger
Updated LeadTriggers when a WhatConverts lead is created or updated, for example when its quote or sales value changes.
Action
Add accountCreates a new client account in your WhatConverts agency, optionally with a first profile. Requires an agency (master account) API key.
Action
Add profileCreates a new profile under a WhatConverts agency account.
Action
Create LeadCreates a new lead in a WhatConverts profile, such as a web form, phone call or chat lead.
Action
Delete accountDeletes a WhatConverts account along with all of its profiles, numbers, leads and settings. Requires an agency master account key.
Action
Delete profileDeletes a profile from a WhatConverts account, removing its numbers, leads and settings. Requires an agency key.
Action
Find LeadReturns one WhatConverts lead by its lead ID, including source, contact and call details.
Action
Get accountReturns the details of a single WhatConverts account, including its name, creation date and profiles. Requires an agency (master account) API key.
Action
Get leadReturns the details of a single WhatConverts lead, including its contact, marketing attribution and custom field values.
Action
Get profileReturns the details of a single profile in a WhatConverts account, including its name and creation date. Requires an agency API key.
Action
List accountsReturns the accounts in your WhatConverts agency, with each account's profiles.
Action
List profilesReturns the profiles under a WhatConverts agency account, with each profile's id, name and creation date. Requires an agency (master account) API key.
Action
Update accountRenames an existing WhatConverts account (agency key required).
Action
Update LeadUpdates a WhatConverts lead's quotable status, quote value, sales value or lead URL.
Action
Update profileRenames an existing profile within a WhatConverts agency account. Requires an agency (master account) API key.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from CentralStationCRM
CentralStationCRM to Google DriveGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
CentralStationCRM to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
CentralStationCRM to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
CentralStationCRM to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
CentralStationCRM to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
CentralStationCRM to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
More into WhatConverts
HubSpot to WhatConvertsHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to WhatConvertsSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to WhatConvertsSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to WhatConvertsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to WhatConvertsGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to WhatConvertsGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
CentralStationCRM and WhatConverts, answered
What can start an automation from CentralStationCRM?
Any of CentralStationCRM's 4 triggers in the catalog, including New Company, New Deal, New Person and New Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in WhatConverts when something happens in CentralStationCRM?
Any of WhatConverts's 14 actions, including Create Lead, Update account, Update Lead and Update profile. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from WhatConverts to CentralStationCRM?
Yes. When something happens in WhatConverts, your agent can act in CentralStationCRM too. This page covers both directions: WhatConverts's triggers and CentralStationCRM's actions are listed here as well.
Do I have to build a connector for CentralStationCRM or WhatConverts?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use CentralStationCRM and WhatConverts without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.