Connect CentralStationCRM and Yousign to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

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 "Create a Contact" in Yousign.

You’re connected!

Zapier seamlessly connects CentralStationCRM and Yousign, 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.
Trigger
Instant
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- Name
  Required
- Value
  Required
- Value Type
  Required
- Value Count
  Required
- Target Date
  Required
- Current State
  Required
- Responsible user (ID)
- List of tags
Action
Write
- Find Record by Email
  Required
Action
Search
Contact Created
Triggers when a Contact is created.
Trigger
Instant
Try It
- Include Signer Audit Trail as well
Trigger
Instant
Try It

New Person
Triggers when a new Person is created.
Trigger
Instant
Try It
- Last name
  Required
- First name
- Title
- Gender
- Background
- Responsible user (ID)
- E-mail address (office)
- Phone number (office)
- List of tags
Action
Write
- Find Record by Email
  Required
- Last name
  Required
- First name
- Title
- Gender
- Background
- Responsible user (ID)
- E-mail address (office)
- Phone number (office)
- List of tags
Action
Search or write
- Download documents as well
- Download audit trails as well
Trigger
Instant
Try It
- First name
  Required
- Last name
  Required
- Email
  Required
- Locale
  Required
- Phone number
- Company name
- Job title
- Address line 1
- Address line 2
- City
- Postal Code
- Country
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect CentralStationCRM and Yousign to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your CentralStationCRM to Yousign integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About CentralStationCRM

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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Related categories

CRM (Customer Relationship Management)

About Yousign

Yousign: the easy-to-use, legally binding eSignature solution for all your documents.

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