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How Zapier works
Zapier makes it easy to integrate CentralStationCRM with Files By Zapier - no code necessary. See how you can get setup in minutes.
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 "File From Text" in Files By Zapier.
You’re connected!
Zapier seamlessly connects CentralStationCRM and Files By Zapier, 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- TextRequired
- Filename (including extension)Required
ActionWrite
- 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- CSV FileRequired
- Has Header Row
- Delimiter
ActionWrite
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