
When this happens...
New Company
New Person
New Project
New Task
New Deal
Deal Updated
Task Updated
Project Updated
Person Updated
Company Updated

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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new company is created
Triggers when a new person is created
Triggers when a new project is created
Triggers when a new task is created
Triggers when a new deal is created
Triggers when a deal is updated
Action is the task that follows automatically within your Centralstation CRM integrations.
Retrieves the details of all people
Retrieves the details of the person by email
Retrieves the details of all companies
Retrieves the details of all deals
Retrieves the details of all projects
Retrieves the details of all protocols

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To start, connect both your Centralstation CRM and ConvertApi accounts to viaSocket. Once connected, you can set up a workflow where an event in Centralstation CRM triggers actions in ConvertApi (or vice versa).
Absolutely. You can customize how Centralstation CRM data is recorded in ConvertApi. This includes choosing which data fields go into which fields of ConvertApi, setting up custom formats, and filtering out unwanted information.
The data sync between Centralstation CRM and ConvertApi typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Centralstation CRM and ConvertApi. 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.
CentralStationCRM is an easy CRM software. We focus on ease of use, collaboration and work best when you have (or want) long term relationships.
Learn MoreConvertApi is a powerful online tool that provides a wide range of file conversion services. It allows users to convert various file formats such as documents, images, and PDFs with ease and efficiency. The platform is designed to handle complex conversion tasks, making it an ideal solution for businesses and individuals who need to convert files quickly and accurately.
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