App
CentralStationCRM
CentralStationCRM is an easy CRM software. We focus on ease of use, collaboration and work best when you have (or want) long term relationships.
What your agent can do with CentralStationCRM
Triggers and actions 4 triggers · 15 actions
- TriggerNew Company
Triggered when a new company is created in CentralStationCRM.
- TriggerNew Deal
Triggered when a new deal is created in CentralStationCRM.
- TriggerNew Person
Triggered when a new person (contact) is created in CentralStationCRM.
- TriggerNew Task
Triggered when a new task is created in CentralStationCRM.
- ActionCreate Company
Creates a company in CentralStationCRM.
- ActionCreate Deal
Creates a deal in CentralStationCRM.
- ActionCreate 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.
- ActionCreate 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.
- ActionFind Company
Searches CentralStationCRM for companies whose name matches the text you supply, and returns the matching company records (empty when nothing matches).
- ActionFind Person
Searches CentralStationCRM for people matching the name or email address you supply, and returns the matching person records (empty when nothing matches).
- ActionGet Company
Returns one company from CentralStationCRM by its id, including the company's individual (custom) field values.
- ActionGet Deal
Returns one deal from CentralStationCRM by its id, including the deal's individual (custom) field values.
- ActionList Companies
Returns a page of companies from CentralStationCRM, with each company's id, name, background and timestamps.
- ActionList Deals
Returns a page of deals from CentralStationCRM, with each deal's id, name, value, stage, pipeline and company.
- ActionList People
Returns a page of people (contacts) from CentralStationCRM, with each person's id, name, title and notes.
- ActionList 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.
- ActionUpdate Company
Updates an existing company in CentralStationCRM and returns the company as it stands after the update. Fields left blank are not changed.
- ActionUpdate Deal
Updates an existing deal in CentralStationCRM and returns the deal as it stands after the update. Fields left blank are not changed.
- ActionUpdate 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.
Not listed?
Need a trigger or action that is not here?
Ask your agent. Describe what you need in plain language and it reads the CentralStationCRM API documentation, builds the operation at whatever depth the API allows, tests every branch and ships it. The list above is what exists today, not the limit.