Connect DocuWriter.ai to CentralStationCRM

Both apps 29DocuWriter.ai 10CentralStationCRM 19

• Trigger
  New Generation

  Triggers when new generation is created.

• Action
  Add document

  Create a new document within a Space. POST /api/spaces/{space}/documents (Bearer token auth).

• Action
  Add space

  Create a new Space to organize documentation. POST /api/spaces (Bearer token auth).

• Action
  Delete document

  Delete a document within a Space. DELETE /api/spaces/{space}/documents/{spaceMenuItem} (Bearer token auth).

• Action
  Find documents by keyword

  Search for documents within a Space by keyword. POST /api/spaces/{space}/search (Bearer token auth).

• Action
  Get document

  Retrieve a document within a Space by id. GET /api/spaces/{space}/documents/{spaceMenuItem} (Bearer token auth).

• Action
  Get generation

  Retrieve a single documentation generation by id, including its status and result. GET /api/generations/{id} (Bearer token auth).

• Action
  List generations

  List the user's documentation generations. GET /api/generations (Bearer token auth).

• Action
  List spaces

  List the user's Spaces (collaborative documentation collections). GET /api/spaces (Bearer token auth).

• Action
  Update document

  Update an existing document within a Space. PUT /api/spaces/{space}/documents/{spaceMenuItem} (Bearer token auth).

• 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.

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