Check Connection
Tool to verify the connection status of the CentralStationCRM API key. Use when validating credentials before making other API calls.
ActionTry it
Integrate CentralStationCRM
with your AI workspace
CentralStationCRM is an easy-to-use CRM software focusing on collaboration and long-term customer relationships.
Explore Triggers and Actions
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.
ActionTry it
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.
ActionTry it
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.
ActionTry it
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.
ActionTry it
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.
ActionTry it
Count External Emails
Tool to retrieve the total amount of external emails. Use when you need to count all external emails in CentralStationCRM.
ActionTry it
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.
ActionTry it
Count People with Filters
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.
ActionTry it
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.
ActionTry it
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.
ActionTry it
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.
ActionTry it
Create Calendar Event
Tool to create a new calendar event in CentralStationCRM. Use when scheduling meetings, appointments, or other time-based events.
ActionTry it
Create Calendar Event Attendee
Tool to create a calendar event attendee. Use when you need to add an attendee to an existing calendar event.
ActionTry it
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.
ActionTry it
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.
ActionTry it
Create Company Avatar
Tool to create an avatar for a company. Use when you need to add a profile image or logo to a company record.
ActionTry it
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.
ActionTry it
Create Company Protocol Attachment
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.
ActionTry it
Create Company with Nested Attributes
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.
ActionTry it
Create Custom Field 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.
ActionTry it
Create Deal
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.
ActionTry it
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.
ActionTry it
Create Group Calendar
Tool to create a new group calendar in CentralStationCRM. Use when setting up shared calendars for teams or specific purposes like holidays.
ActionTry it
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.
ActionTry it
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.
ActionTry it
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.
ActionTry it
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.
ActionTry it
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.
ActionTry it
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.
ActionTry it
Create Person Assistant
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.
ActionTry it
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.
ActionTry it
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.
ActionTry it
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.
ActionTry it
Create Person Protocol Attachment
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.
ActionTry it
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.
ActionTry it
Create Project Protocol Attachment
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.
ActionTry it
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.
ActionTry it
Create Protocol Attachment
Tool to create an attachment for a protocol in CentralStationCRM. Use when you need to upload a Base64-encoded file to a specific protocol.
ActionTry it
Create Tag
Tool to create a new tag for a person, company, or deal. Use when you need to categorize or label CRM records.
ActionTry it
Create Task
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.
ActionTry it
Delete Attachments
Tool to delete an attachment by ID. Use when you need to permanently remove an attachment after verifying the correct attachment ID.
ActionTry it
Delete Avatar
Tool to delete an avatar by its ID. Use when you need to remove an avatar from the system after confirming the avatar ID.
ActionTry it
Delete Calendar Event
Tool to delete a calendar event by ID. Use when you need to permanently remove a calendar event after verifying the correct ID.
ActionTry it
Delete Calendar Event Attendee
Tool to delete a calendar event attendee by ID. Use when you need to remove an attendee from a calendar event.
ActionTry it
Delete Comment
Tool to delete a comment by its ID. Use when you need to permanently remove a comment after verifying the correct ID.
ActionTry it
Delete Company
Tool to delete a company record by ID. Use when you need to permanently remove an organization after verifying the correct ID.
ActionTry it
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.
ActionTry it
Delete Company Avatar
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.
ActionTry it
Delete Company 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.
ActionTry it
Delete Company Protocol Attachment
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.
ActionTry it
Delete Custom Field Type
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.
ActionTry it
Delete Deal
Tool to delete a deal record by ID. Use when you need to permanently remove a deal after verifying the correct ID.
ActionTry it
Delete Deal Protocol Attachment
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.
ActionTry it
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.
ActionTry it
Delete Hook
Tool to delete a webhook by ID. Use when you need to destroy a hook after verifying the correct ID.
ActionTry it
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.
ActionTry it
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.
ActionTry it
Delete person
Tool to delete a person record by ID. Use when you need to permanently remove a contact after verifying the correct ID.
ActionTry it
Delete Person Address
Tool to delete a person's address by its ID. Use when you need to remove an outdated or incorrect address after confirming the person_id and address_id.
ActionTry it
Delete Person Assi
Tool to delete an assi entry of a person. Use when you need to remove an assistant record after confirming person_id and assi_id.
ActionTry it
Delete Person Avatar
Tool to delete a person's avatar by its ID. Use when you need to remove an outdated or incorrect avatar after confirming the person_id and avatar_id.
ActionTry it
Delete Person Contact Detail
Tool to delete a contact detail of a person. Use when you need to remove an outdated or incorrect contact detail after confirming the person_id and contact_detail_id.
ActionTry it
Delete Person Historic Event
Tool to delete a historic event of a person by its ID. Use when you need to remove outdated or incorrect milestone entries after confirming the person_id and historic_event_id.
ActionTry it
Delete Person Protocol Attachment
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.
ActionTry it
Delete Person Tag
Tool to destroy a tag from a person by its ID. Use when you need to remove a tag association from a person's record after confirming the person_id and tag_id.
ActionTry it
Delete Project
Tool to delete a project record by ID. Use when you need to permanently remove a project after verifying the correct ID.
ActionTry it
Delete Project Protocol Attachment
Tool to delete a specific attachment from a project protocol. Use when you need to permanently remove an attachment from a protocol after verifying the correct project ID, protocol ID, and attachment ID.
ActionTry it
Delete Protocol
Tool to delete a protocol by ID. Use when you need to permanently remove a protocol record after verifying the correct ID.
ActionTry it
Delete Protocol Attachment
Tool to delete an attachment from a protocol. Use when you need to permanently remove an attachment from a protocol after verifying the correct protocol ID and attachment ID.
ActionTry it
Delete Task
Tool to delete a task by its ID. Use when you need to permanently remove a task after verifying the correct ID.
ActionTry it
Get Activity
Tool to retrieve details of a specific activity by its ID. Use when you have an activity ID and need its details.
ActionTry it
Get API User Maildrop
Tool to retrieve the current API user's maildrop for people and companies. Use after authenticating the API user.
ActionTry it
Get Attachment
Tool to retrieve details of a specific attachment by its ID. Use when you have an attachment ID and need to fetch the attachment metadata or file data.
ActionTry it
Get Avatar
Tool to retrieve a specific avatar by its ID from CentralStationCRM. Use when you know the avatar ID and need to fetch its details including Base64-encoded image data.
ActionTry it
Get Calendar Event
Tool to retrieve details of a specific calendar event by ID. Use when you have a calendar event ID and need its full details.
ActionTry it
Get Calendar Event Attendee
Tool to retrieve details of a specific calendar event attendee by ID. Use when you have both a calendar event ID and attendee ID.
ActionTry it
Get Comment
Tool to retrieve details of a specific comment by its ID. Use when you need to fetch a comment's content and metadata.
ActionTry it
Get Company
Tool to retrieve details of a specific company by ID from CentralStationCRM. Use after confirming the company ID.
ActionTry it
Get Company Address
Tool to retrieve a specific address of a company by address ID. Use after confirming company and address IDs. Example: "Fetch address #40909645 for company #1809535128."
ActionTry it
Get Company Avatar
Tool to retrieve a specific avatar of a company by avatar ID. Use when you need to fetch the Base64-encoded image for a known company avatar.
ActionTry it
Get Company Contact Detail
Tool to retrieve a specific contact detail by ID for a company. Use after confirming company and contact detail IDs. Example: "Fetch contact detail #104232123 for company #1809508479."
ActionTry it
Get Company Protocol Attachment
Tool to retrieve a specific attachment from a company protocol by its ID. Use when you need to fetch attachment metadata or file data for a protocol attachment.
ActionTry it
Get Custom Fields Type
Tool to retrieve a custom field type by its ID. Use when you need details about a specific custom field configuration.
ActionTry it
Get Deal
Tool to retrieve details of a specific deal by its ID. Use when you have a confirmed deal ID.
ActionTry it
Get Deal Maildrop
Tool to retrieve the maildrop email address for a specific deal. Use when you need to get the unique email address for sending emails to a deal.
ActionTry it
Get Deal Protocol Attachment
Tool to retrieve a specific attachment from a deal protocol. Use when you need to fetch attachment details or file data associated with a protocol within a specific deal.
ActionTry it
Get Group Calendar
Tool to retrieve details of a specific group calendar by ID. Use when you have a group calendar ID and need its details.
ActionTry it
Get Hook
Tool to retrieve details of a specific webhook/hook by ID. Use when you need to inspect hook configuration or verify hook setup.
ActionTry it
Get People Positions
Tool to retrieve a specific position for a person by ID. Use when you need to get details of a particular job position. Example: "Get position 32171509 for person 43058116."
ActionTry it
Get People Tags
Tool to retrieve a specific tag for a person by tag ID. Use when you need details about a particular tag associated with a person.
ActionTry it
Get Person
Tool to retrieve details of a specific person by ID. Use when you have a person_id and need their full details.
ActionTry it
Get Person Address
Tool to retrieve a specific address of a person by address ID. Use after confirming person and address IDs. Example: "Fetch address for person #42, address #101."
ActionTry it
Get Person Addresses
Tool to retrieve all addresses for a specific person. Use when you need to list a person’s addresses after confirming their ID. Example: "Get addresses for person with ID 42."
ActionTry it
Get Person Assi
Tool to retrieve a specific assistant (assi) entry for a person by their IDs. Returns detailed assistant information including contact details (name, email, phone) and whether they are the primary contact. Use this when you need full details about a specific assistant after obtaining both the person_id and assi_id.
ActionTry it
Get Person Avatar
Tool to retrieve a specific avatar of a person by avatar ID. Use after you know both person_id and avatar_id to fetch the Base64-encoded image.
ActionTry it
Get Person Contact Detail
Tool to retrieve a specific contact detail by ID for a person. Use after confirming person and contact detail IDs. Example: "Fetch contact detail #108 for person #42."
ActionTry it
Get Person Custom Field
Tool to retrieve a specific custom field for a person by custom field ID. Use when you need details about a particular custom field associated with a person.
ActionTry it
Get Person Historic Event
Tool to retrieve a specific historic event of a person by ID. Use after confirming both person and event IDs. Example: "Fetch historic event 101 for person 42."
ActionTry it
Get Person Protocol Attachment
Tool to retrieve a specific attachment from a person protocol. Use when you need to fetch attachment details or file data associated with a protocol within a specific person.
ActionTry it
Get Project
Tool to retrieve details of a specific project by ID from CentralStationCRM. Use after confirming the project ID.
ActionTry it
Get Project Maildrop
Tool to retrieve the maildrop email address for a specific project. Use when you need to get the unique email address for sending emails to a project.
ActionTry it
Get Project Protocol Attachment
Tool to retrieve a specific attachment from a project protocol by its ID. Use when you have a project ID, protocol ID, and attachment ID and need to fetch the attachment metadata or file data.
ActionTry it
Get Protocol Attachment
Tool to retrieve a specific attachment from a protocol by its ID. Use when you need to fetch attachment metadata or file data for a protocol attachment.
ActionTry it
Get Stats Companies
Retrieve statistics about companies in your CRM. Returns the total count of companies matching the specified criteria. Use this when you need a quick count without fetching full company records. Supports filtering by tags and various field criteria (user_id, created_by_user_id, account_id, group_id, etc.) using operators like 'equal', 'larger_than', 'smaller_than', 'between', and 'in'.
ActionTry it
Get Stats Deals
Retrieve statistics about deals in your CRM. Returns the total count, currency, and sum of deals matching the specified criteria. Use this when you need aggregated deal metrics without fetching full deal records. Supports filtering by tags and various field criteria (user_id, created_by_user_id, account_id, group_id, etc.) using operators like 'equal', 'larger_than', 'smaller_than', 'between', and 'in'.
ActionTry it
Get Stats Projects
Retrieve statistics about projects in your CRM. Returns the total count and size of projects matching the specified criteria. Use this when you need aggregated project metrics without fetching full project records. Supports filtering by tags and various field criteria (user_id, created_by_user_id, account_id, group_id, etc.) using operators like 'equal', 'larger_than', 'smaller_than', 'between', and 'in'.
ActionTry it
Get Task
Tool to retrieve details of a specific task by its ID. Use when you have a task ID and need its details.
ActionTry it
Get User
Tool to retrieve the current API user's details. Use when you need information about the authenticated user.
ActionTry it
Get User By ID
Tool to retrieve details of a specific user by ID. Use when you need to fetch information about a particular user from CentralStationCRM.
ActionTry it
List Activities
Tool to retrieve activities for records in CentralStationCRM. Use when you need to list activities with optional filtering by person, company, deal, project, user, or account. Supports pagination and includes additional data like user and activity receivers.
ActionTry it
List Attachments
Tool to retrieve a paginated list of all attachments from CentralStationCRM. Use when you need to list, browse, or search through attachments in the system.
ActionTry it
List Avatars
Tool to retrieve all avatars from CentralStationCRM. Use when you need to list all avatars in the system with pagination support.
ActionTry it
List Calendar Event Attendees
Tool to retrieve all attendees for a specific calendar event. Use when you need to get the list of people attending a calendar event.
ActionTry it
List Calendar Events
Tool to retrieve all calendar events from the account. Use when you need to list calendar events with optional filtering by date, state, or custom attributes. Supports pagination and includes for related data.
ActionTry it
List Comments
Tool to retrieve all comments from the account. Use when you need to list all comments with optional pagination and ordering support.
ActionTry it
List Companies
Tool to retrieve a paginated list of all companies from CentralStationCRM. Use when you need to browse or search through companies with filtering and pagination support.
ActionTry it
List Companies External Emails
Tool to retrieve all external emails for a specific company from CentralStationCRM. Use when you need to access email communications associated with a company.
ActionTry it
List Company Addresses
Tool to retrieve all addresses for a specific company. Use when you need to list a company's addresses after confirming their ID.
ActionTry it
List Company Avatars
Tool to retrieve all avatars for a specific company. Use when you need to list a company's avatars after confirming their ID.
ActionTry it
List Company Contact Details
Tool to retrieve all contact details for a specific company. Use when you need to list contact information after confirming the company ID.
ActionTry it
List Company Protocol Attachments
Tool to retrieve all attachments for a specific protocol within a company. Use when you need to list attachments associated with a company's protocol.
ActionTry it
List Custom Fields Types
Tool to retrieve all custom field types of the account. Use when you need to understand what custom fields are available in the CRM system.
ActionTry it
List Deal Protocol Attachments
Tool to retrieve all attachments for a specific protocol within a deal. Use when you need to list attachments associated with a deal's protocol.
ActionTry it
List Deals
Tool to retrieve all deals with advanced filtering, sorting, and pagination options. Use when you need to list deals with specific filters (tags, date ranges, custom attributes), ordering, or include related data like people, companies, tasks, and custom fields.
ActionTry it
List Deals External Emails
Tool to retrieve all external emails for a specific deal from CentralStationCRM. Use when you need to access email communications associated with a deal.
ActionTry it
List External Emails
Tool to retrieve all external emails from CentralStationCRM. Use when you need to access email communications across the system with pagination and filtering support.
ActionTry it
List Filter Groups
Tool to retrieve all filter groups from CentralStationCRM. Use when you need to browse or list available filter groups with pagination and filtering support.
ActionTry it
List Group Calendars
Tool to retrieve all group calendars from the account. Use when you need to list group calendars with optional pagination and includes for related calendar events.
ActionTry it
List Historic Events
Tool to retrieve all historic events from the CentralStationCRM account. Use when you need to list historic events with optional filtering and pagination.
ActionTry it
List Hooks
Tool to retrieve all hooks of the account from CentralStationCRM. Use when you need to list, browse, or inspect webhook configurations in the system.
ActionTry it
List People
Tool to retrieve a paginated list of all people from CentralStationCRM. Use when you need to browse or search through people with filtering and pagination support.
ActionTry it
List People Assis
Tool to retrieve all assis of a person. Use when you need to list all assistant contacts associated with a specific person by their ID.
ActionTry it
List People Avatars
Tool to retrieve all avatars for a specific person. Use when you need to list a person's avatar images with pagination support.
ActionTry it
List People Contact Details
Tool to retrieve all contact details for a specific person. Use when you need to list contact information after confirming the person ID.
ActionTry it
List People Custom Fields
Tool to retrieve all custom fields for a specific person from the dedicated custom fields endpoint. Use when you need to list a person's custom fields after confirming their ID.
ActionTry it
List People External Emails
Tool to retrieve all external emails for a specific person from CentralStationCRM. Use when you need to access email communications associated with a person.
ActionTry it
List People Historic Events
Tool to retrieve all historic events of a person. Use when you need to list all milestone dates (birthdays, anniversaries, etc.) recorded for a specific person.
ActionTry it
List People Positions
Tool to retrieve all positions for a specific person. Use when you need to list a person's job positions or company affiliations. Example: "Get all positions for person with ID 43057993."
ActionTry it
List People Protocol Attachments
Tool to retrieve all attachments for a specific protocol within a person. Use when you need to list attachments associated with a person's protocol.
ActionTry it
List People Tags
Tool to retrieve all tags for a specific person. Use when you need to list a person's tags after confirming their ID.
ActionTry it
List Project Protocol Attachments
Tool to retrieve all attachments for a specific protocol within a project. Use when you need to list attachments associated with a project's protocol.
ActionTry it
List Projects
Tool to retrieve a paginated list of all projects from CentralStationCRM. Use when you need to browse or search through projects with filtering and pagination support.
ActionTry it
List Projects External Emails
Tool to retrieve all external emails for a specific project from CentralStationCRM. Use when you need to access email communications associated with a project.
ActionTry it
List Protocol Attachments
Tool to retrieve all attachments for a specific protocol. Use when you need to list attachments associated with a protocol.
ActionTry it
List Protocols
Tool to retrieve all protocols from CentralStationCRM. Use when you need to list protocols with optional filtering by person, company, deal, or project.
ActionTry it
List Tags
Tool to retrieve all tags from CentralStationCRM. Use when you need to browse tags with optional filtering by person, company, deal, or project.
ActionTry it
List Tags 2
Tool to retrieve all tag names from CentralStationCRM. Use when you need a simple list of tag names (strings) with pagination support.
ActionTry it
List Tasks
Tool to retrieve a paginated list of all tasks from CentralStationCRM. Use when you need to browse or search through tasks with filtering and pagination support.
ActionTry it
List Users
Tool to retrieve all users of the account from CentralStationCRM. Use when you need to list system users with pagination support.
ActionTry it
Merge Companies
Tool to merge multiple companies into an existing company by ID. Use after identifying duplicate company records to consolidate them.
ActionTry it
Merge Person
Tool to merge another person into an existing person by ID. Use after identifying duplicate records to consolidate them. Example: merge person 42 with [43,44].
ActionTry it
Search Attachments
Search for attachments in CentralStationCRM by filename. Returns a list of attachments with their metadata including file details, timestamps, and optional related data such as user, category, and comments. Use when you need to find specific files or documents attached to CRM records.
ActionTry it
Search Companies
Tool to search for companies in CentralStationCRM by name. Use when you need to find companies matching a specific name or retrieve a list of all companies with pagination support.
ActionTry it
Search Company Protocol Attachments
Tool to search for attachments within a specific protocol of a company. Use when you need to find specific attachments by filename within a company's protocol.
ActionTry it
Search Contact Details
Tool to search for contact details in CentralStationCRM by name, email, phone, or other criteria. Use when you need to find people or companies by their contact information such as email addresses or phone numbers.
ActionTry it
Search Deal Protocol Attachments
Tool to search for attachments within a specific deal protocol in CentralStationCRM. Returns a list of attachments matching the search criteria with their metadata including file details, timestamps, and optional related data such as user, category, and comments. Use when you need to find specific files or documents attached to a deal protocol.
ActionTry it
Search Deals
Tool to search for deals by name and retrieve matching results with pagination. Use when you need to find specific deals or filter the deal list by name.
ActionTry it
Search People
Search for people in CentralStationCRM by name, email, phone, or other text criteria. Returns a paginated list of people with their complete profile information including contact details, timestamps, and associated metadata. All parameters are optional; if no query is provided, returns all people with default pagination.
ActionTry it
Search People V2
Tool to search for people in CentralStationCRM using specific criteria like name, email, or phone. Use when you need to find people by last name, first name, email address, or phone number. Supports pagination and optional includes for additional related data.
ActionTry it
Search Person Protocol Attachments
Tool to search for attachments within a specific person protocol in CentralStationCRM. Returns a list of attachments matching the search criteria with their metadata including file details, timestamps, and optional related data such as user, category, and comments. Use when you need to find specific files or documents attached to a person protocol.
ActionTry it
Search Project Protocol Attachments
Tool to search for attachments within a specific protocol of a project. Use when you need to find specific attachments by filename within a project's protocol.
ActionTry it
Search Projects
Tool to search for projects in CentralStationCRM by name. Use when you need to find projects matching a specific name or retrieve a list of all projects with pagination support.
ActionTry it
Search Records
Tool to retrieve search results from CentralStationCRM. Use when you need to search for records using a search term.
ActionTry it
Search Users
Tool to search for users in CentralStationCRM by first name or last name. Use when you need to find users matching specific name criteria or retrieve a list of all users with pagination support.
ActionTry it
Stats People
Retrieve statistics about people (contacts) in your CRM. Returns the total count of people matching the specified criteria. Use this when you need a quick count without fetching full person records. Supports filtering by tags and various field criteria (user_id, created_by_user_id, account_id, group_id, etc.) using operators like 'equal', 'larger_than', 'smaller_than', and 'between'.
ActionTry it
Update Calendar Event
Tool to update an existing calendar event by ID. Use when you need to modify event details such as name, time, status, or attendees.
ActionTry it
Update Calendar Event Attendee
Tool to update a calendar event attendee. Use when you need to modify attendee status, email, or associated person/user for a calendar event.
ActionTry it
Update Comment
Tool to update an existing comment by ID. Use when you need to modify the text or properties of a comment attached to tasks, events, or other entities.
ActionTry it
Update Company
Tool to update an existing company by ID. Use after retrieving the company's details when you need to modify one or more fields.
ActionTry it
Update Company Address
Tool to update a specific address of a company. Use after retrieving the company's addresses to modify one.
ActionTry it
Update Company Contact Detail
Tool to update a contact detail for a company by ID. Use after retrieving the company's contact details to modify one.
ActionTry it
Update Custom Field Type
Tool to update a custom field type by ID. Use when you need to modify the category, data type, name, options, or position of an existing custom field definition.
ActionTry it
Update Deal
Tool to update an existing deal record. Use when you need to modify deal details like background, state, value, or associated entities.
ActionTry it
Update Group Calendar
Tool to update an existing group calendar by ID. Use when you need to modify calendar properties like name, color, or read-only status.
ActionTry it
Update People Custom Fields
Tool to update a person's custom field by its ID. Use when you need to modify a custom field value after confirming the person_id and custom field id.
ActionTry it
Update People Position
Tool to update a position for a specific person. Use after retrieving the person's positions when you need to modify position details such as title, department, or status.
ActionTry it
Update Person
Tool to update an existing person by ID. Use after retrieving the person's current details when you need to modify one or more fields.
ActionTry it
Update Person Address
Tool to update a specific address of a person. Use after retrieving the person's addresses to modify one.
ActionTry it
Update Person Assi
Tool to update an assi entry of a person. Use when you need to modify a specific assistant record after retrieving the person’s assis list. Example: "Update assi 101 for person 42 changing email to foo@example.com".
ActionTry it
Update Person Contact Detail
Tool to update a specific contact detail of a person by ID. Use after retrieving the person's contact details to modify one.
ActionTry it
Update Person Historic Event
Tool to update a historic event of a person by ID. Use after retrieving the event when you need to modify its details. Example: "Update historic event 101 for person 42 changing atype to anniversary."
ActionTry it
Update Person Tag
Tool to update a tag on a person. Use when you need to modify an existing tag's name or properties for a specific person.
ActionTry it
Update Project
Tool to update an existing project record. Use when you need to modify project details like name, target date, state, or associated entities.
ActionTry it
Update Protocol
Tool to update an existing protocol by ID. Use when you need to modify the content or metadata of a protocol record.
ActionTry it
Update Task
Tool to update an existing task by ID. Use when you need to modify task details such as name, status, badge, or assigned user.
ActionTry it