CentralStationCRM

CentralStationCRM is an easy-to-use CRM software focusing on collaboration and long-term customer relationships.

186 actions Integration catalog

Connect CentralStationCRM once you're in Boring.

01 · WHAT THE AGENT CAN DO

Actions

Every capability is a discrete, logged action the agent calls by name — scoped to what you authorize and recorded in the run trace.

Check ConnectionCENTRALSTATIONCRM_CHECK_CONNECTION

Tool to verify the connection status of the CentralStationCRM API key. Use when validating credentials before making other API calls.

Count ActivitiesCENTRALSTATIONCRM_COUNT_ACTIVITIES

Tool to retrieve activities count for a record, account, or user. Use when you need to get the total count of activities filtered by person, company, deal, project, or account.

Count AttachmentsCENTRALSTATIONCRM_COUNT_ATTACHMENTS

Tool to retrieve the total count and total file size of attachments. Use when you need to know how many attachments exist and their combined size in the CentralStationCRM account.

Count AvatarsCENTRALSTATIONCRM_COUNT_AVATARS

Tool to retrieve the total count and total file size of avatars in the system. Use when you need statistics about avatar storage, such as total number of avatar files and their combined storage size.

Count Companies External EmailsCENTRALSTATIONCRM_COUNT_COMPANIES_EXTERNAL_EMAILS

Tool to retrieve the total amount of external emails for a specific company. Use when you need to count how many external emails are associated with a particular company in CentralStationCRM.

Count Deals External EmailsCENTRALSTATIONCRM_COUNT_DEALS_EXTERNAL_EMAILS

Tool to retrieve the total amount of external emails for a specific deal. Use when you need to count how many external emails are associated with a particular deal in CentralStationCRM.

Count External EmailsCENTRALSTATIONCRM_COUNT_EXTERNAL_EMAILS

Tool to retrieve the total amount of external emails. Use when you need to count all external emails in CentralStationCRM.

Count People with FiltersCENTRALSTATIONCRM_COUNT_PEOPLE2

Tool to retrieve the total count of people with optional filtering capabilities. Use when you need to count people by tags or specific attributes. Supports filtering by tag ID, tag name, or custom filter expressions.

Count People External EmailsCENTRALSTATIONCRM_COUNT_PEOPLE_EXTERNAL_EMAILS

Tool to retrieve the total amount of external emails for a specific person. Use when you need to count how many external emails are associated with a particular person in CentralStationCRM.

Count Projects External EmailsCENTRALSTATIONCRM_COUNT_PROJECTS_EXTERNAL_EMAILS

Tool to retrieve the total amount of external emails for a specific project. Use when you need to count how many external emails are associated with a particular project in CentralStationCRM.

Count ProtocolsCENTRALSTATIONCRM_COUNT_PROTOCOLS

Tool to retrieve the total number of protocols in the account. Use when you need the current total number of protocols in your CentralStationCRM account.

Create AttachmentsCENTRALSTATIONCRM_CREATE_ATTACHMENTS

Tool to create a new attachment in CentralStationCRM. Use when you need to upload a Base64-encoded file to attach to records like people, companies, or deals.

Create Calendar EventCENTRALSTATIONCRM_CREATE_CAL_EVENT

Tool to create a new calendar event in CentralStationCRM. Use when scheduling meetings, appointments, or other time-based events.

Create Calendar Event AttendeeCENTRALSTATIONCRM_CREATE_CAL_EVENT_ATTENDEE

Tool to create a calendar event attendee. Use when you need to add an attendee to an existing calendar event.

Create CommentCENTRALSTATIONCRM_CREATE_COMMENT

Tool to create a new comment on an entity (task, event, protocol, etc.). Use when you need to add notes or feedback to existing CRM records.

Create Company with Nested AttributesCENTRALSTATIONCRM_CREATE_COMPANIES

Tool to create a company with nested attributes. Use when you need to add a company with associated contact details, custom fields, or avatar in a single request.

Create Company AvatarCENTRALSTATIONCRM_CREATE_COMPANIES_AVATARS

Tool to create an avatar for a company. Use when you need to add a profile image or logo to a company record.

Create Company Protocol AttachmentCENTRALSTATIONCRM_CREATE_COMPANIES_PROTOCOLS_ATTACHMENTS

Tool to create an attachment for a company protocol in CentralStationCRM. Use when you need to upload a Base64-encoded file to a specific protocol within a company.

Create Company AddressCENTRALSTATIONCRM_CREATE_COMPANY_ADDRESS

Tool to create a new address for a specific company. Use when you need to add postal details to a company record after confirming company ID.

Create Company Contact DetailCENTRALSTATIONCRM_CREATE_COMPANY_CONTACT_DETAIL

Tool to create a new contact detail for a specific company. Use when adding a phone number after confirming the company's ID.

Create Custom Field TypeCENTRALSTATIONCRM_CREATE_CUSTOM_FIELDS_TYPE

Tool to create a new custom field type in CentralStationCRM. Use when you need to define a new custom field that can be applied to Person, Company, Deal, or Project entities.

Create Deal Protocol AttachmentCENTRALSTATIONCRM_CREATE_DEAL_PROTOCOL_ATTACHMENT

Tool to create an attachment for a deal protocol. Use when you need to attach a file (document, image, etc.) to a specific protocol within a deal. The file content must be base64-encoded.

Create DealCENTRALSTATIONCRM_CREATE_DEALS

Tool to create a new deal in CentralStationCRM. Use when you need to add a sales opportunity with details like name, value, pipeline, and associated contacts. Supports nested attributes like custom_fields_attributes and tags_attributes.

Create Group CalendarCENTRALSTATIONCRM_CREATE_GROUP_CALENDARS

Tool to create a new group calendar in CentralStationCRM. Use when setting up shared calendars for teams or specific purposes like holidays.

Create HookCENTRALSTATIONCRM_CREATE_HOOK

Tool to create a webhook hook in CentralStationCRM. Use when you need to set up automatic notifications for create, update, or destroy events on Person, Company, Deal, or Project records.

Create PeopleCENTRALSTATIONCRM_CREATE_PEOPLE

Tool to create a person with nested attributes. Use when adding a person with contact details, custom fields, or other nested data in a single request.

Create People Custom FieldCENTRALSTATIONCRM_CREATE_PEOPLE_CUSTOM_FIELD

Tool to create a custom field for a person record. Use when you need to add custom metadata or attributes to a person.

Create People PositionsCENTRALSTATIONCRM_CREATE_PEOPLE_POSITIONS

Tool to create a new position for a specific person. Use when you need to associate a person with a company role or job position.

Create Person Protocol AttachmentCENTRALSTATIONCRM_CREATE_PEOPLE_PROTOCOLS_ATTACHMENTS

Tool to create an attachment for a person protocol in CentralStationCRM. Use when you need to upload a Base64-encoded file to a specific protocol within a person record.

Create People TagsCENTRALSTATIONCRM_CREATE_PEOPLE_TAGS

Tool to create a new tag for a specific person. Use when you need to categorize or label a person after confirming their ID.

Create Person AddressCENTRALSTATIONCRM_CREATE_PERSON_ADDRESS

Tool to create a new address for a specific person. Use when you need to add or update postal details after confirming person ID.

Create Person AssistantCENTRALSTATIONCRM_CREATE_PERSON_ASSI

Tool to create a new assistant (assi) entry for a specific person. Use after confirming the person ID when you need to manage assistant contacts.

Create Person AvatarCENTRALSTATIONCRM_CREATE_PERSON_AVATAR

Tool to create a new avatar for a specific person. Use when you need to attach a Base64-encoded image file after confirming the person's ID.

Create Person Contact DetailCENTRALSTATIONCRM_CREATE_PERSON_CONTACT_DETAIL

Tool to create a new contact detail for a specific person. Use when adding a phone number after confirming the person's ID.

Create Person Historic EventCENTRALSTATIONCRM_CREATE_PERSON_HISTORIC_EVENT

Tool to create a new historic event for a specific person. Use after confirming person ID to record dates like birthdays, anniversaries, or other milestones.

Create ProjectCENTRALSTATIONCRM_CREATE_PROJECT

Tool to create a new project record. Use when you need to add a project to your CRM with optional nested attributes like custom fields and tags.

Create Project Protocol AttachmentCENTRALSTATIONCRM_CREATE_PROJECTS_PROTOCOLS_ATTACHMENTS

Tool to create an attachment for a project protocol in CentralStationCRM. Use when you need to upload a Base64-encoded file to a specific protocol within a project.

Create ProtocolCENTRALSTATIONCRM_CREATE_PROTOCOL

Tool to create a new protocol entry. Use when you need to log an activity, note, or communication related to people, companies, deals, or projects.

Create Protocol AttachmentCENTRALSTATIONCRM_CREATE_PROTOCOLS_ATTACHMENTS

Tool to create an attachment for a protocol in CentralStationCRM. Use when you need to upload a Base64-encoded file to a specific protocol.

Create TagCENTRALSTATIONCRM_CREATE_TAGS

Tool to create a new tag for a person, company, or deal. Use when you need to categorize or label CRM records.

Create TaskCENTRALSTATIONCRM_CREATE_TASKS

Tool to create a new task record. Use when you need to add a task to a user's workflow or attach it to an existing person, company, or deal.

Delete AttachmentsCENTRALSTATIONCRM_DELETE_ATTACHMENTS

Tool to delete an attachment by ID. Use when you need to permanently remove an attachment after verifying the correct attachment ID.

Delete AvatarCENTRALSTATIONCRM_DELETE_AVATARS

Tool to delete an avatar by its ID. Use when you need to remove an avatar from the system after confirming the avatar ID.

Delete Calendar EventCENTRALSTATIONCRM_DELETE_CAL_EVENT

Tool to delete a calendar event by ID. Use when you need to permanently remove a calendar event after verifying the correct ID.

Delete Calendar Event AttendeeCENTRALSTATIONCRM_DELETE_CAL_EVENT_ATTENDEE

Tool to delete a calendar event attendee by ID. Use when you need to remove an attendee from a calendar event.

Delete CommentCENTRALSTATIONCRM_DELETE_COMMENT

Tool to delete a comment by its ID. Use when you need to permanently remove a comment after verifying the correct ID.

Delete Company AvatarCENTRALSTATIONCRM_DELETE_COMPANIES_AVATARS

Tool to delete a company's avatar by its ID. Use when you need to remove an outdated or incorrect avatar after confirming the company_id and avatar ID.

Delete Company Contact DetailCENTRALSTATIONCRM_DELETE_COMPANIES_CONTACT_DETAIL

Tool to delete a contact detail of a company. Use when you need to remove an outdated or incorrect contact detail after confirming the company_id and contact_detail_id.

Delete Company Protocol AttachmentCENTRALSTATIONCRM_DELETE_COMPANIES_PROTOCOLS_ATTACHMENTS

Tool to delete a specific attachment from a company protocol. Use when you need to permanently remove an attachment from a protocol after verifying the correct company ID, protocol ID, and attachment ID.

Delete CompanyCENTRALSTATIONCRM_DELETE_COMPANY

Tool to delete a company record by ID. Use when you need to permanently remove an organization after verifying the correct ID.

Delete Company AddressCENTRALSTATIONCRM_DELETE_COMPANY_ADDRESS

Tool to delete a company's address by its ID. Use when you need to remove an outdated or incorrect address after confirming the company_id and address_id.

Delete Custom Field TypeCENTRALSTATIONCRM_DELETE_CUSTOM_FIELDS_TYPES

Tool to delete a custom field type by ID. Use when you need to permanently remove a custom field definition after verifying the correct ID.

Delete DealCENTRALSTATIONCRM_DELETE_DEALS

Tool to delete a deal record by ID. Use when you need to permanently remove a deal after verifying the correct ID.

Delete Deal Protocol AttachmentCENTRALSTATIONCRM_DELETE_DEALS_PROTOCOLS_ATTACHMENTS

Tool to delete a specific attachment from a deal protocol. Use when you need to permanently remove an attachment from a protocol after verifying the correct deal ID, protocol ID, and attachment ID.

Delete Group CalendarCENTRALSTATIONCRM_DELETE_GROUP_CALENDAR

Tool to delete a group calendar by ID. Use when you need to permanently remove a group calendar after verifying the correct ID.

Delete HookCENTRALSTATIONCRM_DELETE_HOOKS

Tool to delete a webhook by ID. Use when you need to destroy a hook after verifying the correct ID.

Delete People Custom FieldsCENTRALSTATIONCRM_DELETE_PEOPLE_CUSTOM_FIELDS

Tool to delete a person's custom field by its ID. Use when you need to remove a custom field after confirming the person_id and custom field id.

Delete People PositionsCENTRALSTATIONCRM_DELETE_PEOPLE_POSITIONS

Tool to delete a position of a person by its ID. Use when you need to remove a job position or company affiliation after confirming the person_id and position_id.

Delete Person Protocol AttachmentCENTRALSTATIONCRM_DELETE_PEOPLE_PROTOCOLS_ATTACHMENTS

Tool to delete a specific attachment from a person protocol. Use when you need to permanently remove an attachment from a protocol after verifying the correct person ID, protocol ID, and attachment ID.

Delete personCENTRALSTATIONCRM_DELETE_PERSON

Tool to delete a person record by ID. Use when you need to permanently remove a contact after verifying the correct ID.

Showing the first 60 of 186 actions.

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