Integrations Centralstation CRM Filestage
Centralstation CRM + Filestage

Connect Centralstation CRM and Filestage to Build Intelligent Automations

Choose a Trigger

Centralstation CRM

When this happens...

Choose an Action

Filestage

Automatically do this!

Ready to use Centralstation CRM and Filestage automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Company

New Company

Triggers when a new company is created

New Person

New Person

Triggers when a new person is created

New Project

New Project

Triggers when a new project is created

New Task

New Task

Triggers when a new task is created

New Deal

New Deal

Triggers when a new deal is created

Deal Updated

Deal Updated

Triggers when a deal is updated

Do thisActions

Action is the task that follows automatically within your Centralstation CRM integrations.

List All People

List All People

Retrieves the details of all people

Search People by Email

Search People by Email

Retrieves the details of the person by email

List All Companies

List All Companies

Retrieves the details of all companies

List All Deals

List All Deals

Retrieves the details of all deals

List All Projects

List All Projects

Retrieves the details of all projects

List All Protocols

List All Protocols

Retrieves the details of all protocols

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Frequently Asked Questions

How do I start an integration between Centralstation CRM and Filestage?

To start, connect both your Centralstation CRM and Filestage accounts to viaSocket. Once connected, you can set up a workflow where an event in Centralstation CRM triggers actions in Filestage (or vice versa).

Can we customize how data from Centralstation CRM is recorded in Filestage?

Absolutely. You can customize how Centralstation CRM data is recorded in Filestage. This includes choosing which data fields go into which fields of Filestage, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Centralstation CRM and Filestage?

The data sync between Centralstation CRM and Filestage typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Centralstation CRM to Filestage?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Centralstation CRM and Filestage?

Yes, you can set conditional logic to control the flow of data between Centralstation CRM and Filestage. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Centralstation CRM

About Centralstation CRM

CentralStationCRM is an easy CRM software. We focus on ease of use, collaboration and work best when you have (or want) long term relationships.

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Filestage

About Filestage

Filestage is a collaborative platform designed to streamline the review and approval process for creative projects. It allows teams to share, review, and approve files such as videos, images, and documents in a centralized and organized manner, enhancing productivity and ensuring timely feedback.

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