Connect Docmaker and Centralstation CRM
Integrate Docmaker with Centralstation CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Fill Out PDF Form in Docmaker when New Company in Centralstation-crm
Fill Out PDF Form in Docmaker when Project Updated in Centralstation CRM
Print PDF From Webpage in Docmaker when New Company in Centralstation-crm
Print PDF From Webpage in Docmaker when New Deal in Centralstation CRM
Fill Out PDF Form in Docmaker when New Deal in Centralstation CRM
Popular Docmaker + Centralstation CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Docmaker
When this happens...
- Request a new Trigger for Docmaker
Choose an action
Centralstation CRM
Automatically do this!
List All People
Search People by Email
List All Companies
List All Deals
List All Projects
List All Protocols
List All Historic Events
List All Tags
List All Tasks
List All Users
List All Filter Groups
Create Person
Create Project
Create Deal
Create Company
Get a Deal
Update Deal
Update Person
Update Project
Update Company
Add Tag to Person
Find Company by Name
Find Project by Name
Find Deal by Name
Fill Out PDF Form in Docmaker when New Company in Centralstation-crm
Use this flowFill Out PDF Form in Docmaker when Project Updated in Centralstation CRM
Use this flowPrint PDF From Webpage in Docmaker when New Company in Centralstation-crm
Use this flowPrint PDF From Webpage in Docmaker when New Deal in Centralstation CRM
Use this flowFill Out PDF Form in Docmaker when New Deal in Centralstation CRM
Use this flowPrint PDF From Webpage in Docmaker when New Project in Centralstation CRM
Use this flowPrint PDF From Webpage in Docmaker when Task Updated in Centralstation CRM
Use this flowPrint PDF From Webpage in Docmaker when New Person in Centralstation CRM
Use this flowPrint PDF From Webpage in Docmaker when New Task in CentralStation CRM
Use this flowPrint PDF From Webpage in Docmaker when Project Updated in Centralstation CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Docmaker and Centralstation CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
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
Do thisActions
Action is the task that follows automatically within your Docmaker integrations.
Create PDF From Docx Template
Send a docx template and dynamic data, and receive a merged pdf (or docx) file in the API response.
Fill Out PDF Form
Fills a pdf form
Print PDF From Webpage
Print webpages, based on URLs, to create pdf documents.
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
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Docmaker
DocMaker is a tool for automating document generation, enabling users to create pixel‑perfect PDFs and DOCX files from templates. It integrates with platforms like Bubble, Typeform, and Zapier to fill templates with dynamic data and produce invoices, contracts, receipts, and more. Features include filling and converting DOCX, generating PDFs from web pages, handling images, conditions, and loops, and easy embedding into apps. Ideal for no‑code builders and SaaS teams needing fast, reliable PDF workflows.
Learn more
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 more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Docmaker and Centralstation CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Docmaker and Centralstation CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Centralstation CRM. No coding required.
Yes. You can set up a workflow where Docmaker triggers actions in Centralstation CRM, and a separate workflow where Centralstation CRM triggers actions in Docmaker. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Docmaker and Centralstation CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docmaker and Centralstation CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
