CentralStationCRM

CRM & supportCredentials form

Search, create and update people, companies and deals in CentralStationCRM.

13 actions

Action	Effect	Data handled
centralstationcrm_list_peopleLists people a page at a time, optionally only those with a tag	read	Personal data
centralstationcrm_search_peopleFinds people by name, first name, email address or phone number	read	Personal data
centralstationcrm_get_personGets one person by id, optionally with nested objects such as emails, phone numbers, companies and tags	read	Personal data
centralstationcrm_create_personCreates a person with a last name and optional first name, title, salutation and background notes	write	Personal data
centralstationcrm_update_personUpdates a person's name, title, salutation or background notes	write	Personal data
centralstationcrm_list_companiesLists companies a page at a time, optionally only those with a tag	read	Personal data
centralstationcrm_search_companiesFinds companies by name	read	Personal data
centralstationcrm_get_companyGets one company by id, optionally with nested objects such as people and tags	read	Personal data
centralstationcrm_create_companyCreates a company with a name and optional background notes	write	Personal data
centralstationcrm_list_dealsLists deals a page at a time, optionally only those with a tag	read	Personal data
centralstationcrm_search_dealsFinds deals by name	read	Personal data
centralstationcrm_get_dealGets one deal by id, optionally with its people, companies and tags	read	Personal data
centralstationcrm_create_dealCreates a deal with a name and optional value, target date, probability and notes	write	Personal data

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Also included

dexby.createSession({
  userId: customer.id,
  connectors: ['centralstationcrm']
})