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Choose a trigger
A trigger is the event that starts your Zap—like a "New Deal" from CentralStationCRM.
Add your action
An action happens after the trigger—such as "Send Signature Request From Template" in Dropbox Sign.
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Zapier seamlessly connects CentralStationCRM and Dropbox Sign, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - NameRequired
- ValueRequired
- Value TypeRequired
- Value CountRequired
- Target DateRequired
- Current StateRequired
- Responsible user (ID)
- List of tags
ActionWrite- Find Record by EmailRequired
ActionSearch- Signature Request Declined
Triggers when a signature request is declined (requires a paid API plan for non test_mode requests).
Try ItTriggerInstant
- New Person
Triggers when a new Person is created.
Try ItTriggerInstant - Last nameRequired
- First name
- Title
- Gender
- Background
- Responsible user (ID)
- E-mail address (office)
- Phone number (office)
- List of tags
ActionWrite- Find Record by EmailRequired
- Last nameRequired
- First name
- Title
- Gender
- Background
- Responsible user (ID)
- E-mail address (office)
- Phone number (office)
- List of tags
ActionSearch or write- Signature Request Sent
Triggers when a signature request is sent (requires a paid API plan for non test_mode requests).
Try ItTriggerInstant
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