Integration
Connect CentralStationCRM to Yay! Forms
When something happens in CentralStationCRM, your agent does the next thing in Yay! Forms. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want CentralStationCRM and Yay! Forms to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Connect Claude CodeEverything your agent can do with CentralStationCRM and Yay! Forms
Triggers and actions 5 triggers ยท 27 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 ResponseTriggers when a new response is submitted.
- Create Field
Adds a new question field to a Yay! Forms form and returns the created field.
- Create Form
Creates a new form in a Yay! Forms workspace and returns the created form, including its ID and public key.
- Delete Field
Deletes one question field from a Yay! Forms form.
- Delete Form
Deletes a Yay! Forms form along with its fields and responses.
- Get Form
Returns one Yay! Forms form with its settings, theme, status and response counts.
- Get Form Stats
Returns view, start and response counts for a Yay! Forms form, plus its completion rate and average time to complete.
- List Fields
Returns every question field on a Yay! Forms form, in the order they appear.
- List Forms
Returns the forms in a Yay! Forms workspace, one page at a time.
- List Responses
Returns the responses submitted to a Yay! Forms form, one page at a time.
- List Workspaces
Returns the Yay! Forms workspaces you have access to, with each workspace's id, name and plan.
- Update Field
Updates one question field on a Yay! Forms form. Anything you leave blank keeps its current value.
- Update Form
Updates a Yay! Forms form's details and settings. Anything you leave blank keeps its current value.
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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