Integrations Centralstation CRM NoteForms
Centralstation CRM + NoteForms

Connect Centralstation CRM and NoteForms to Build Intelligent Automations

Choose a Trigger

Centralstation CRM

When this happens...

Choose an Action

NoteForms

Automatically do this!

Enable Integrations or automations with these events of Centralstation CRM and NoteForms

Enable Integrations or automations with these events of Centralstation CRM and NoteForms

Triggers

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

Actions

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 NoteForms?

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

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

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

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

The data sync between Centralstation CRM and NoteForms 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 NoteForms?

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 NoteForms?

Yes, you can set conditional logic to control the flow of data between Centralstation CRM and NoteForms. 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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NoteForms

About NoteForms

NoteForms is a versatile platform that combines note-taking and form creation, allowing users to seamlessly capture and organize information. Ideal for both personal and professional use, it streamlines the process of gathering and managing data.

Learn More