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CentralStationCRMcrm

186 available actions

What your AI agent can do in CentralStationCRM

CentralStationCRM is an easy-to-use CRM software focusing on collaboration and long-term customer relationships. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Search Contact DetailsTool to search for contact details in CentralStationCRM by name, email, phone, or other criteria.
  • Search Deal Protocol AttachmentsTool to search for attachments within a specific deal protocol in CentralStationCRM.
  • Create Calendar EventTool to create a new calendar event in CentralStationCRM.
  • Create Calendar Event AttendeeTool to create a calendar event attendee.
  • Update Calendar EventTool to update an existing calendar event by ID.
  • Update Calendar Event AttendeeTool to update a calendar event attendee.

Browse all 186 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 103 actionsHide actions
  • Check ConnectionTool to verify the connection status of the CentralStationCRM API key.
  • Count ActivitiesTool to retrieve activities count for a record, account, or user.
  • Count AttachmentsTool to retrieve the total count and total file size of attachments.
  • Count AvatarsTool to retrieve the total count and total file size of avatars in the system.
  • Count Companies External EmailsTool to retrieve the total amount of external emails for a specific company.
  • Count Deals External EmailsTool to retrieve the total amount of external emails for a specific deal.
  • Count External EmailsTool to retrieve the total amount of external emails.
  • Count People with FiltersTool to retrieve the total count of people with optional filtering capabilities.
  • Count People External EmailsTool to retrieve the total amount of external emails for a specific person.
  • Count Projects External EmailsTool to retrieve the total amount of external emails for a specific project.
  • Count ProtocolsTool to retrieve the total number of protocols in the account.
  • Get ActivityTool to retrieve details of a specific activity by its ID.
  • Get API User MaildropTool to retrieve the current API user's maildrop for people and companies.
  • Get AttachmentTool to retrieve details of a specific attachment by its ID.
  • Get AvatarTool to retrieve a specific avatar by its ID from CentralStationCRM.
  • Get Calendar EventTool to retrieve details of a specific calendar event by ID.
  • Get Calendar Event AttendeeTool to retrieve details of a specific calendar event attendee by ID.
  • Get CommentTool to retrieve details of a specific comment by its ID.
  • Get Company AvatarTool to retrieve a specific avatar of a company by avatar ID.
  • Get Company Protocol AttachmentTool to retrieve a specific attachment from a company protocol by its ID.
  • Get CompanyTool to retrieve details of a specific company by ID from CentralStationCRM.
  • Get Company AddressTool to retrieve a specific address of a company by address ID.
  • Get Company Contact DetailTool to retrieve a specific contact detail by ID for a company.
  • Get Custom Fields TypeTool to retrieve a custom field type by its ID.
  • Get DealTool to retrieve details of a specific deal by its ID.
  • Get Deal MaildropTool to retrieve the maildrop email address for a specific deal.
  • Get Deal Protocol AttachmentTool to retrieve a specific attachment from a deal protocol.
  • Get Group CalendarTool to retrieve details of a specific group calendar by ID.
  • Get HookTool to retrieve details of a specific webhook/hook by ID.
  • Get People PositionsTool to retrieve a specific position for a person by ID.
  • Get Person Protocol AttachmentTool to retrieve a specific attachment from a person protocol.
  • Get People TagsTool to retrieve a specific tag for a person by tag ID.
  • Get PersonTool to retrieve details of a specific person by ID.
  • Get Person AddressTool to retrieve a specific address of a person by address ID.
  • Get Person AddressesTool to retrieve all addresses for a specific person.
  • Get Person AssiTool to retrieve a specific assistant (assi) entry for a person by their IDs.
  • Get Person AvatarTool to retrieve a specific avatar of a person by avatar ID.
  • Get Person Contact DetailTool to retrieve a specific contact detail by ID for a person.
  • Get Person Custom FieldTool to retrieve a specific custom field for a person by custom field ID.
  • Get Person Historic EventTool to retrieve a specific historic event of a person by ID.
  • Get ProjectTool to retrieve details of a specific project by ID from CentralStationCRM.
  • Get Project MaildropTool to retrieve the maildrop email address for a specific project.
  • Get Project Protocol AttachmentTool to retrieve a specific attachment from a project protocol by its ID.
  • Get Protocol AttachmentTool to retrieve a specific attachment from a protocol by its ID.
  • Get Stats CompaniesRetrieve statistics about companies in your CRM.
  • Get Stats DealsRetrieve statistics about deals in your CRM.
  • Get Stats ProjectsRetrieve statistics about projects in your CRM.
  • Get TaskTool to retrieve details of a specific task by its ID.
  • Get UserTool to retrieve the current API user's details.
  • Get User By IDTool to retrieve details of a specific user by ID.
  • List ActivitiesTool to retrieve activities for records in CentralStationCRM.
  • List AttachmentsTool to retrieve a paginated list of all attachments from CentralStationCRM.
  • List AvatarsTool to retrieve all avatars from CentralStationCRM.
  • List Calendar EventsTool to retrieve all calendar events from the account.
  • List Calendar Event AttendeesTool to retrieve all attendees for a specific calendar event.
  • List CommentsTool to retrieve all comments from the account.
  • List CompaniesTool to retrieve a paginated list of all companies from CentralStationCRM.
  • List Company AddressesTool to retrieve all addresses for a specific company.
  • List Company AvatarsTool to retrieve all avatars for a specific company.
  • List Company Contact DetailsTool to retrieve all contact details for a specific company.
  • List Companies External EmailsTool to retrieve all external emails for a specific company from CentralStationCRM.
  • List Company Protocol AttachmentsTool to retrieve all attachments for a specific protocol within a company.
  • List Custom Fields TypesTool to retrieve all custom field types of the account.
  • List DealsTool to retrieve all deals with advanced filtering, sorting, and pagination options.
  • List Deals External EmailsTool to retrieve all external emails for a specific deal from CentralStationCRM.
  • List Deal Protocol AttachmentsTool to retrieve all attachments for a specific protocol within a deal.
  • List External EmailsTool to retrieve all external emails from CentralStationCRM.
  • List Filter GroupsTool to retrieve all filter groups from CentralStationCRM.
  • List Group CalendarsTool to retrieve all group calendars from the account.
  • List Historic EventsTool to retrieve all historic events from the CentralStationCRM account.
  • List HooksTool to retrieve all hooks of the account from CentralStationCRM.
  • List PeopleTool to retrieve a paginated list of all people from CentralStationCRM.
  • List People AssisTool to retrieve all assis of a person.
  • List People AvatarsTool to retrieve all avatars for a specific person.
  • List People Contact DetailsTool to retrieve all contact details for a specific person.
  • List People Custom FieldsTool to retrieve all custom fields for a specific person from the dedicated custom fields endpoint.
  • List People External EmailsTool to retrieve all external emails for a specific person from CentralStationCRM.
  • List People Historic EventsTool to retrieve all historic events of a person.
  • List People PositionsTool to retrieve all positions for a specific person.
  • List People Protocol AttachmentsTool to retrieve all attachments for a specific protocol within a person.
  • List People TagsTool to retrieve all tags for a specific person.
  • List ProjectsTool to retrieve a paginated list of all projects from CentralStationCRM.
  • List Projects External EmailsTool to retrieve all external emails for a specific project from CentralStationCRM.
  • List Project Protocol AttachmentsTool to retrieve all attachments for a specific protocol within a project.
  • List ProtocolsTool to retrieve all protocols from CentralStationCRM.
  • List Protocol AttachmentsTool to retrieve all attachments for a specific protocol.
  • List TagsTool to retrieve all tags from CentralStationCRM.
  • List Tags 2Tool to retrieve all tag names from CentralStationCRM.
  • List TasksTool to retrieve a paginated list of all tasks from CentralStationCRM.
  • List UsersTool to retrieve all users of the account from CentralStationCRM.
  • Search AttachmentsSearch for attachments in CentralStationCRM by filename.
  • Search CompaniesTool to search for companies in CentralStationCRM by name.
  • Search Company Protocol AttachmentsTool to search for attachments within a specific protocol of a company.
  • Search Contact DetailsTool to search for contact details in CentralStationCRM by name, email, phone, or other criteria.
  • Search DealsTool to search for deals by name and retrieve matching results with pagination.
  • Search Deal Protocol AttachmentsTool to search for attachments within a specific deal protocol in CentralStationCRM.
  • Search PeopleSearch for people in CentralStationCRM by name, email, phone, or other text criteria.
  • Search Person Protocol AttachmentsTool to search for attachments within a specific person protocol in CentralStationCRM.
  • Search People V2Tool to search for people in CentralStationCRM using specific criteria like name, email, or phone.
  • Search ProjectsTool to search for projects in CentralStationCRM by name.
  • Search Project Protocol AttachmentsTool to search for attachments within a specific protocol of a project.
  • Search RecordsTool to retrieve search results from CentralStationCRM.
  • Search UsersTool to search for users in CentralStationCRM by first name or last name.
Create & communicateCreate records or send supported messagesView 30 actionsHide actions
  • Create AttachmentsTool to create a new attachment in CentralStationCRM.
  • Create Calendar EventTool to create a new calendar event in CentralStationCRM.
  • Create Calendar Event AttendeeTool to create a calendar event attendee.
  • Create CommentTool to create a new comment on an entity (task, event, protocol, etc.).
  • Create Company with Nested AttributesTool to create a company with nested attributes.
  • Create Company AvatarTool to create an avatar for a company.
  • Create Company Protocol AttachmentTool to create an attachment for a company protocol in CentralStationCRM.
  • Create Company AddressTool to create a new address for a specific company.
  • Create Company Contact DetailTool to create a new contact detail for a specific company.
  • Create Custom Field TypeTool to create a new custom field type in CentralStationCRM.
  • Create Deal Protocol AttachmentTool to create an attachment for a deal protocol.
  • Create DealTool to create a new deal in CentralStationCRM.
  • Create Group CalendarTool to create a new group calendar in CentralStationCRM.
  • Create HookTool to create a webhook hook in CentralStationCRM.
  • Create PeopleTool to create a person with nested attributes.
  • Create People Custom FieldTool to create a custom field for a person record.
  • Create People PositionsTool to create a new position for a specific person.
  • Create Person Protocol AttachmentTool to create an attachment for a person protocol in CentralStationCRM.
  • Create People TagsTool to create a new tag for a specific person.
  • Create Person AddressTool to create a new address for a specific person.
  • Create Person AssistantTool to create a new assistant (assi) entry for a specific person.
  • Create Person AvatarTool to create a new avatar for a specific person.
  • Create Person Contact DetailTool to create a new contact detail for a specific person.
  • Create Person Historic EventTool to create a new historic event for a specific person.
  • Create ProjectTool to create a new project record.
  • Create Project Protocol AttachmentTool to create an attachment for a project protocol in CentralStationCRM.
  • Create ProtocolTool to create a new protocol entry.
  • Create Protocol AttachmentTool to create an attachment for a protocol in CentralStationCRM.
  • Create TagTool to create a new tag for a person, company, or deal.
  • Create TaskTool to create a new task record.
Update & manageChange and manage existing recordsView 22 actionsHide actions
  • Merge CompaniesTool to merge multiple companies into an existing company by ID.
  • Merge PersonTool to merge another person into an existing person by ID.
  • Update Calendar EventTool to update an existing calendar event by ID.
  • Update Calendar Event AttendeeTool to update a calendar event attendee.
  • Update CommentTool to update an existing comment by ID.
  • Update CompanyTool to update an existing company by ID.
  • Update Company AddressTool to update a specific address of a company.
  • Update Company Contact DetailTool to update a contact detail for a company by ID.
  • Update Custom Field TypeTool to update a custom field type by ID.
  • Update DealTool to update an existing deal record.
  • Update Group CalendarTool to update an existing group calendar by ID.
  • Update People Custom FieldsTool to update a person's custom field by its ID.
  • Update People PositionTool to update a position for a specific person.
  • Update PersonTool to update an existing person by ID.
  • Update Person AddressTool to update a specific address of a person.
  • Update Person AssiTool to update an assi entry of a person.
  • Update Person Contact DetailTool to update a specific contact detail of a person by ID.
  • Update Person Historic EventTool to update a historic event of a person by ID.
  • Update Person TagTool to update a tag on a person.
  • Update ProjectTool to update an existing project record.
  • Update ProtocolTool to update an existing protocol by ID.
  • Update TaskTool to update an existing task by ID.
Remove & cancelRemove records or cancel supported workView 30 actionsHide actions
  • Delete AttachmentsTool to delete an attachment by ID.
  • Delete AvatarTool to delete an avatar by its ID.
  • Delete Calendar EventTool to delete a calendar event by ID.
  • Delete Calendar Event AttendeeTool to delete a calendar event attendee by ID.
  • Delete CommentTool to delete a comment by its ID.
  • Delete Company AvatarTool to delete a company's avatar by its ID.
  • Delete Company Contact DetailTool to delete a contact detail of a company.
  • Delete Company Protocol AttachmentTool to delete a specific attachment from a company protocol.
  • Delete CompanyTool to delete a company record by ID.
  • Delete Company AddressTool to delete a company's address by its ID.
  • Delete Custom Field TypeTool to delete a custom field type by ID.
  • Delete DealTool to delete a deal record by ID.
  • Delete Deal Protocol AttachmentTool to delete a specific attachment from a deal protocol.
  • Delete Group CalendarTool to delete a group calendar by ID.
  • Delete HookTool to delete a webhook by ID.
  • Delete People Custom FieldsTool to delete a person's custom field by its ID.
  • Delete People PositionsTool to delete a position of a person by its ID.
  • Delete Person Protocol AttachmentTool to delete a specific attachment from a person protocol.
  • Delete personTool to delete a person record by ID.
  • Delete Person AddressTool to delete a person's address by its ID.
  • Delete Person AssiTool to delete an assi entry of a person.
  • Delete Person AvatarTool to delete a person's avatar by its ID.
  • Delete Person Contact DetailTool to delete a contact detail of a person.
  • Delete Person Historic EventTool to delete a historic event of a person by its ID.
  • Delete Person TagTool to destroy a tag from a person by its ID.
  • Delete ProjectTool to delete a project record by ID.
  • Delete Project Protocol AttachmentTool to delete a specific attachment from a project protocol.
  • Delete ProtocolTool to delete a protocol by ID.
  • Delete Protocol AttachmentTool to delete an attachment from a protocol.
  • Delete TaskTool to delete a task by its ID.
Other actionsSpecialist and administrative actions.View 1 actionHide actions
  • Stats PeopleRetrieve statistics about people (contacts) in your CRM.

Connection record

A connection you can control.

Sign-in
Customer-managed key
Setup
Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect CentralStationCRM

How does the agent connect to CentralStationCRM?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in CentralStationCRM?
The page above lists the 186 actions currently available through the CentralStationCRM connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is CentralStationCRM included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until CentralStationCRM is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put CentralStationCRM to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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