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Beyond-Bot.ai + centralstationcrm
CentralStationCRM is an easy-to-use CRM software focusing on collaboration and long-term customer relationships.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to centralstationcrm.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in centralstationcrm.
Trigger Workflows
Start automated workflows in centralstationcrm based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within centralstationcrm.
Check Connection
Tool to verify the connection status of the centralstationcrm api key. use when validating credentials before making other api calls.
Count People
Tool to retrieve the total number of people in the account. use when you need the current total number of contacts in your centralstationcrm account. example: "how many contacts exist in my account?"
Create Company
Tool to create a new company record. use when you need to add an organization to your crm before linking it to contacts or deals.
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
Create Person
Tool to create a new person record. use when you need to add a person to your crm before linking them to other records.
Create Person Address
Tool to create a new address for a specific person. use when you need to add or update postal details after confirming person id.
Create Person Assistant
Tool to create a new assistant (assi) entry for a specific person. use after confirming the person id when you need to manage assistant contacts.
Create Person Avatar
Tool to create a new avatar for a specific person. use when you need to attach a base64-encoded image file after confirming the person's id.
Create Person Contact Detail
Tool to create a new contact detail for a specific person. use when adding a phone number after confirming the person's id.
Create Person Historic Event
Tool to create a new historic event for a specific person. use after confirming person id to record dates like birthdays, anniversaries, or other milestones.
Delete Company
Tool to delete a company record by id. use when you need to permanently remove an organization after verifying the correct id.
Delete Person
Tool to delete a person record by id. use when you need to permanently remove a contact after verifying the correct id.
Delete Person Address
Tool to delete a person's address by its id. use when you need to remove an outdated or incorrect address after confirming the person id and address id.
Delete Person Assi
Tool to delete an assi entry of a person. use when you need to remove an assistant record after confirming person id and assi id.
Delete Person Avatar
Tool to delete a person's avatar by its id. use when you need to remove an outdated or incorrect avatar after confirming the person id and avatar id.
Delete Person Contact Detail
Tool to delete a contact detail of a person. use when you need to remove an outdated or incorrect contact detail after confirming the person id and contact detail id.
Delete Person Historic Event
Tool to delete a historic event of a person by its id. use when you need to remove outdated or incorrect milestone entries after confirming the person id and historic event id.
Get Api User Maildrop
Tool to retrieve the current api user's maildrop for people and companies. use after authenticating the api user.
Get Company
Tool to retrieve details of a specific company by id. use after confirming the company id.
Get Deal
Tool to retrieve details of a specific deal by its id. use when you have a confirmed deal id.
Get Deals
Tool to retrieve a paginated list of all deals. use when you need to list deals with pagination and optional includes (e.g., companies, tags) or additional methods.
Get Person
Tool to retrieve details of a specific person by id. use when you have a person id and need their full details.
Get Person Address
Tool to retrieve a specific address of a person by address id. use after confirming person and address ids. example: "fetch address for person #42, address #101."
Get Person Addresses
Tool to retrieve all addresses for a specific person. use when you need to list a person’s addresses after confirming their id. example: "get addresses for person with id 42."
Get Person Assi
Tool to retrieve a specific assi entry of a person by id. use after confirming person id and assi id.
Get Person Assis
Tool to retrieve all assistant entries for a specific person. use after confirming the person id. example: "list assistants for person with id 42."
Get Person Avatar
Tool to retrieve a specific avatar of a person by avatar id. use after you know both person id and avatar id to fetch the base64-encoded image.
Get Person Avatars
Tool to retrieve all avatars for a specific person. use when you need to list a person’s avatars after confirming their id. example: "list avatars for person with id 42."
Get Person Contact Detail
Tool to retrieve a specific contact detail by id for a person. use after confirming person and contact detail ids. example: "fetch contact detail #108 for person #42."
Get Person Custom Fields
Tool to retrieve all custom fields for a specific person. use when you need to access a person's custom fields after confirming their id.
Get Person Historic Event
Tool to retrieve a specific historic event of a person by id. use after confirming both person and event ids. example: "fetch historic event 101 for person 42."
Get Person Historic Events
Tool to retrieve all historic events for a specific person. use when you need to list a person's historical dates after confirming their id.
Get Persons
Tool to retrieve a paginated list of all people. use when listing contacts with pagination and optional includes.
Merge Person
Tool to merge another person into an existing person by id. use after identifying duplicate records to consolidate them. example: merge person 42 with [43,44].
Search Records
Search records
Search People
Tool to retrieve people matching search criteria. use when you need to find specific contacts by name, email, or phone after authenticating with your api key.
Stats People
Tool to retrieve key statistics about people. use when you need a quick summary of total entries, e.g., after filtering by tag or custom criteria.
Update Company
Tool to update an existing company by id. use after retrieving the company's details when you need to modify one or more fields.
Update Person
Tool to update an existing person by id. use after retrieving the person's current details when you need to modify one or more fields.
Update Person Address
Tool to update a specific address of a person. use after retrieving the person's addresses to modify one.
Update Person Assi
Tool to update an assi entry of a person. use when you need to modify a specific assistant record after retrieving the person’s assis list. example: "update assi 101 for person 42 changing email to foo@example.com".
Update Person Contact Detail
Tool to update a specific contact detail of a person by id. use after retrieving the person's contact details to modify one.
Update Person Historic Event
Tool to update a historic event of a person by id. use after retrieving the event when you need to modify its details. example: "update historic event 101 for person 42 changing atype to anniversary."