--- title: "Connect Workiom to CentralStationCRM - APIANT.ai" description: "When \"New Record\" fires in Workiom, your agent runs \"Create Deal\" in CentralStationCRM." canonical: "https://apiant.ai/connect/workiom-to-centralstationcrm" --- # Connect Workiom to CentralStationCRM When **New Record** fires in [Workiom](https://apiant.ai/connections/workiom), your agent runs **Create Deal** in [CentralStationCRM](https://apiant.ai/connections/centralstationcrm). Describe the whole flow and it is built, tested on every scenario and kept running. Workiom **1** trigger CentralStationCRM **4** triggers CentralStationCRM **15** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Workiom and CentralStationCRM to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Workiom can start in CentralStationCRM - When **New Record** in Workiom then **Create Deal** in CentralStationCRM - When **New Record** in Workiom 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 Workiom and CentralStationCRM ## Triggers and actions 5 triggers · 15 actions - Trigger **New Record** Triggered when a new record is created in the selected Workiom list. - 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. ## Each app on its own - [ **Workiom** Workiom helps you create apps like CRM, Tasks Management, and Ticketing system all in one place by yourself](https://apiant.ai/connections/workiom) - [ **CentralStationCRM** CentralStationCRM is an easy CRM software. We focus on ease of use, collaboration and work best when you...](https://apiant.ai/connections/centralstationcrm) Reviews ## What our customers say ## More from Workiom - [ **Workiom to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/workiom-to-hubspot) - [ **Workiom to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/workiom-to-salesforce) - [ **Workiom to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/workiom-to-slack) - [ **Workiom to Google Sheets** Google Sheets](https://apiant.ai/connect/workiom-to-google-sheets) - [ **Workiom to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/workiom-to-gmail) - [ **Workiom to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/workiom-to-google-calendar) ## More into CentralStationCRM - [ **Pipedrive to CentralStationCRM** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-centralstationcrm) - [ **ActiveCampaign to CentralStationCRM** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-centralstationcrm) - [ **Airtable to CentralStationCRM** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-centralstationcrm) - [ **Asana to CentralStationCRM** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-centralstationcrm) - [ **Brevo to CentralStationCRM** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-centralstationcrm) - [ **Calendly to CentralStationCRM** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-centralstationcrm) Questions ## Workiom and CentralStationCRM, answered ### ### What can start an automation from Workiom? Any of Workiom's 1 trigger in the catalog, including New Record. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in CentralStationCRM when something happens in Workiom? Any of CentralStationCRM's 15 actions, including Create Company, Create Deal, Create Person and Create Task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from CentralStationCRM to Workiom? CentralStationCRM has no triggers in the catalog today, so automations start in Workiom. If you need the other direction, ask: your agent reads CentralStationCRM's API documentation and adds it. ### ### Do I have to build a connector for Workiom or CentralStationCRM? 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 Workiom and CentralStationCRM without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in CentralStationCRM 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.