Connect Centralstation CRM and docupilot to Build Intelligent Automations
Choose a Trigger
When this happens...
New Company
New Person
New Project
New Task
New Deal
Deal Updated
Task Updated
Project Updated
Person Updated
Company Updated
Choose an Action
Automatically do this!
- Request a new Action for docupilot
Enable Integrations or automations with these events of Centralstation CRM and docupilot
Enable Integrations or automations with these events of Centralstation CRM and docupilot
Triggers
New Company
Triggers when a new company is created
New Person
Triggers when a new person is created
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
New Deal
Triggers when a new deal is created
Deal Updated
Triggers when a deal is updated
Actions
List All People
Retrieves the details of all people
Search People by Email
Retrieves the details of the person by email
List All Companies
Retrieves the details of all companies
List All Deals
Retrieves the details of all deals
List All Projects
Retrieves the details of all projects
List All Protocols
Retrieves the details of all protocols
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Frequently Asked Questions
To start, connect both your Centralstation CRM and docupilot accounts to viaSocket. Once connected, you can set up a workflow where an event in Centralstation CRM triggers actions in docupilot (or vice versa).
Absolutely. You can customize how Centralstation CRM data is recorded in docupilot. This includes choosing which data fields go into which fields of docupilot, setting up custom formats, and filtering out unwanted information.
The data sync between Centralstation CRM and docupilot 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 docupilot. 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.
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.
Learn MoreAbout docupilot
Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data from online services.
Learn More
