Integration
Connect Intervals to CentralStationCRM
When something happens in Intervals, your agent does the next thing in CentralStationCRM. 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 Intervals and CentralStationCRM 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 Intervals and CentralStationCRM
Triggers and actions 10 triggers ยท 53 actions
Trigger
New clientPolling trigger: fires when a new client is created in Intervals (GET /client).
- New invoice
Polling trigger: fires when a new invoice is created in Intervals (GET /invoice).
- New milestone
Polling trigger: fires when a new milestone is created in Intervals (GET /milestone).
- New person
Polling trigger: fires when a new person is added in Intervals (GET /person).
- New project
Polling trigger: fires when a new project is created in Intervals (GET /project).
- New task
Polling trigger: fires when a new task is created in Intervals (GET /task).
- Add client
Create a new client.
- Add expense
Create a new expense.
- Add invoice
Create a new invoice.
- Add milestone
Create a new milestone.
- Add person
Create a new person (team member).
- Add project
Create a new project.
- Add task
Create a new task.
- Add time entry
Log a new time entry against a task.
- Add timer
Start a new timer for a task.
- Delete client
Delete a client.
- Delete expense
Delete an expense.
- Delete invoice
Delete an invoice.
- Delete milestone
Delete a milestone.
- Delete person
Delete a person.
- Delete project
Delete a project.
- Delete task
Delete a task.
- Delete time entry
Delete a logged time entry.
- Delete timer
Delete a timer.
- Get client
Retrieve a single client by id.
- Get expense
Retrieve a single expense by id.
- Get invoice
Retrieve a single invoice by id.
- Get milestone
Retrieve a single milestone by id.
- Get person
Retrieve a single person by id.
- Get project
Retrieve a single project by id.
- Get task
Retrieve a single task by id.
- Get time entry
Retrieve a single logged time entry by id.
- Get timer
Retrieve a single timer by id.
- List milestones
Retrieve all milestones in the Intervals account.
- List tasks
Retrieve all tasks in the Intervals account.
- Update client
Update an existing client's details.
- Update expense
Update an existing expense.
- Update invoice
Update an existing invoice.
- Update milestone
Update an existing milestone.
- Update person
Update an existing person's details.
- Update project
Update an existing project's details.
- Update task
Update an existing task's details.
- Update time entry
Update an existing logged time entry.
- Update timer
Update a timer (e.g. stop or adjust it).
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.
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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