Team
Shared credential for production and unattended runs.
Connect CentralStationCRM with Hookshot™ and your stack
CentralStationCRM is an easy-to-use CRM software focusing on collaboration and long-term customer relationships.
Tools and triggers
What Agents can do in CentralStationCRM
Available tools and events after CentralStationCRM is connected.
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Check Connection
Tool to verify the connection status of the CentralStationCRM API key. Use when validating credentials before making other API calls.
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Count Activities
Tool to retrieve activities count for a record, account, or user. Use when you need to get the total count of activities filtered by person, company, deal, project, or account.
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Count Attachments
Tool to retrieve the total count and total file size of attachments. Use when you need to know how many attachments exist and their combined size in the CentralStationCRM account.
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Count Avatars
Tool to retrieve the total count and total file size of avatars in the system. Use when you need statistics about avatar storage, such as total number of avatar files and their combined storage size.
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Count Companies External Emails
Tool to retrieve the total amount of external emails for a specific company. Use when you need to count how many external emails are associated with a particular company in CentralStationCRM.
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Count Deals External Emails
Tool to retrieve the total amount of external emails for a specific deal. Use when you need to count how many external emails are associated with a particular deal in CentralStationCRM.
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Count External Emails
Tool to retrieve the total amount of external emails. Use when you need to count all external emails in CentralStationCRM.
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Count People External Emails
Tool to retrieve the total amount of external emails for a specific person. Use when you need to count how many external emails are associated with a particular person in CentralStationCRM.
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Count People with Filters
Tool to retrieve the total count of people with optional filtering capabilities. Use when you need to count people by tags or specific attributes. Supports filtering by tag ID, tag name, or custom filter expressions.
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Count Projects External Emails
Tool to retrieve the total amount of external emails for a specific project. Use when you need to count how many external emails are associated with a particular project in CentralStationCRM.
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Count Protocols
Tool to retrieve the total number of protocols in the account. Use when you need the current total number of protocols in your CentralStationCRM account.
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Create Attachments
Tool to create a new attachment in CentralStationCRM. Use when you need to upload a Base64-encoded file to attach to records like people, companies, or deals.
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Create Calendar Event
Tool to create a new calendar event in CentralStationCRM. Use when scheduling meetings, appointments, or other time-based events.
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Create Calendar Event Attendee
Tool to create a calendar event attendee. Use when you need to add an attendee to an existing calendar event.
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Create Comment
Tool to create a new comment on an entity (task, event, protocol, etc.). Use when you need to add notes or feedback to existing CRM records.
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Create Company Address
Tool to create a new address for a specific company. Use when you need to add postal details to a company record after confirming company ID.
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Create Company Avatar
Tool to create an avatar for a company. Use when you need to add a profile image or logo to a company record.
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Create Company Contact Detail
Tool to create a new contact detail for a specific company. Use when adding a phone number after confirming the company's ID.
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Create Company Protocol Attachment
Tool to create an attachment for a company protocol in CentralStationCRM. Use when you need to upload a Base64-encoded file to a specific protocol within a company.
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Create Company with Nested Attributes
Tool to create a company with nested attributes. Use when you need to add a company with associated contact details, custom fields, or avatar in a single request.
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Create Custom Field Type
Tool to create a new custom field type in CentralStationCRM. Use when you need to define a new custom field that can be applied to Person, Company, Deal, or Project entities.
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Create Deal
Tool to create a new deal in CentralStationCRM. Use when you need to add a sales opportunity with details like name, value, pipeline, and associated contacts. Supports nested attributes like custom_fields_attributes…
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Create Deal Protocol Attachment
Tool to create an attachment for a deal protocol. Use when you need to attach a file (document, image, etc.) to a specific protocol within a deal. The file content must be base64-encoded.
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Create Group Calendar
Tool to create a new group calendar in CentralStationCRM. Use when setting up shared calendars for teams or specific purposes like holidays.
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Create Hook
Tool to create a webhook hook in CentralStationCRM. Use when you need to set up automatic notifications for create, update, or destroy events on Person, Company, Deal, or Project records.
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Create People
Tool to create a person with nested attributes. Use when adding a person with contact details, custom fields, or other nested data in a single request.
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Create People Custom Field
Tool to create a custom field for a person record. Use when you need to add custom metadata or attributes to a person.
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Create People Positions
Tool to create a new position for a specific person. Use when you need to associate a person with a company role or job position.
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Create People Tags
Tool to create a new tag for a specific person. Use when you need to categorize or label a person after confirming their ID.
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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.
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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.
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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.
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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.
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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.
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Create Person Protocol Attachment
Tool to create an attachment for a person protocol in CentralStationCRM. Use when you need to upload a Base64-encoded file to a specific protocol within a person record.
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Create Project
Tool to create a new project record. Use when you need to add a project to your CRM with optional nested attributes like custom fields and tags.
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Create Project Protocol Attachment
Tool to create an attachment for a project protocol in CentralStationCRM. Use when you need to upload a Base64-encoded file to a specific protocol within a project.
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Create Protocol
Tool to create a new protocol entry. Use when you need to log an activity, note, or communication related to people, companies, deals, or projects.
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Create Protocol Attachment
Tool to create an attachment for a protocol in CentralStationCRM. Use when you need to upload a Base64-encoded file to a specific protocol.
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Create Tag
Tool to create a new tag for a person, company, or deal. Use when you need to categorize or label CRM records.
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Create Task
Tool to create a new task record. Use when you need to add a task to a user's workflow or attach it to an existing person, company, or deal.
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Delete Attachments
Tool to delete an attachment by ID. Use when you need to permanently remove an attachment after verifying the correct attachment ID.
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Delete Avatar
Tool to delete an avatar by its ID. Use when you need to remove an avatar from the system after confirming the avatar ID.
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Delete Calendar Event
Tool to delete a calendar event by ID. Use when you need to permanently remove a calendar event after verifying the correct ID.
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Delete Calendar Event Attendee
Tool to delete a calendar event attendee by ID. Use when you need to remove an attendee from a calendar event.
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Delete Comment
Tool to delete a comment by its ID. Use when you need to permanently remove a comment after verifying the correct ID.
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Delete Company
Tool to delete a company record by ID. Use when you need to permanently remove an organization after verifying the correct ID.
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Delete Company Address
Tool to delete a company's address by its ID. Use when you need to remove an outdated or incorrect address after confirming the company_id and address_id.
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Delete Company Avatar
Tool to delete a company's avatar by its ID. Use when you need to remove an outdated or incorrect avatar after confirming the company_id and avatar ID.
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Delete Company Contact Detail
Tool to delete a contact detail of a company. Use when you need to remove an outdated or incorrect contact detail after confirming the company_id and contact_detail_id.
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Delete Company Protocol Attachment
Tool to delete a specific attachment from a company protocol. Use when you need to permanently remove an attachment from a protocol after verifying the correct company ID, protocol ID, and attachment ID.
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Delete Custom Field Type
Tool to delete a custom field type by ID. Use when you need to permanently remove a custom field definition after verifying the correct ID.
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Delete Deal
Tool to delete a deal record by ID. Use when you need to permanently remove a deal after verifying the correct ID.
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Delete Deal Protocol Attachment
Tool to delete a specific attachment from a deal protocol. Use when you need to permanently remove an attachment from a protocol after verifying the correct deal ID, protocol ID, and attachment ID.
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Delete Group Calendar
Tool to delete a group calendar by ID. Use when you need to permanently remove a group calendar after verifying the correct ID.
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Delete Hook
Tool to delete a webhook by ID. Use when you need to destroy a hook after verifying the correct ID.
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Delete People Custom Fields
Tool to delete a person's custom field by its ID. Use when you need to remove a custom field after confirming the person_id and custom field id.
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Delete People Positions
Tool to delete a position of a person by its ID. Use when you need to remove a job position or company affiliation after confirming the person_id and position_id.
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Delete Person
Tool to delete a person record by ID. Use when you need to permanently remove a contact after verifying the correct ID.
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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.
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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.
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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.
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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.
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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.
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Delete Person Protocol Attachment
Tool to delete a specific attachment from a person protocol. Use when you need to permanently remove an attachment from a protocol after verifying the correct person ID, protocol ID, and attachment ID.
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Delete Person Tag
Tool to destroy a tag from a person by its ID. Use when you need to remove a tag association from a person's record after confirming the person_id and tag_id.
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Delete Project
Tool to delete a project record by ID. Use when you need to permanently remove a project after verifying the correct ID.
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Delete Project Protocol Attachment
Tool to delete a specific attachment from a project protocol. Use when you need to permanently remove an attachment from a protocol after verifying the correct project ID, protocol ID, and attachment ID.
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Delete Protocol
Tool to delete a protocol by ID. Use when you need to permanently remove a protocol record after verifying the correct ID.
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Delete Protocol Attachment
Tool to delete an attachment from a protocol. Use when you need to permanently remove an attachment from a protocol after verifying the correct protocol ID and attachment ID.
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Delete Task
Tool to delete a task by its ID. Use when you need to permanently remove a task after verifying the correct ID.
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Get Activity
Tool to retrieve details of a specific activity by its ID. Use when you have an activity ID and need its details.
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Get API User Maildrop
Tool to retrieve the current API user's maildrop for people and companies. Use after authenticating the API user.
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Get Attachment
Tool to retrieve details of a specific attachment by its ID. Use when you have an attachment ID and need to fetch the attachment metadata or file data.
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Get Avatar
Tool to retrieve a specific avatar by its ID from CentralStationCRM. Use when you know the avatar ID and need to fetch its details including Base64-encoded image data.
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Get Calendar Event
Tool to retrieve details of a specific calendar event by ID. Use when you have a calendar event ID and need its full details.
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Get Calendar Event Attendee
Tool to retrieve details of a specific calendar event attendee by ID. Use when you have both a calendar event ID and attendee ID.
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Get Comment
Tool to retrieve details of a specific comment by its ID. Use when you need to fetch a comment's content and metadata.
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Get Company
Tool to retrieve details of a specific company by ID from CentralStationCRM. Use after confirming the company ID.
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Get Company Address
Tool to retrieve a specific address of a company by address ID. Use after confirming company and address IDs. Example: "Fetch address #40909645 for company #1809535128."
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Get Company Avatar
Tool to retrieve a specific avatar of a company by avatar ID. Use when you need to fetch the Base64-encoded image for a known company avatar.
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Get Company Contact Detail
Tool to retrieve a specific contact detail by ID for a company. Use after confirming company and contact detail IDs. Example: "Fetch contact detail #104232123 for company #1809508479."
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Get Company Protocol Attachment
Tool to retrieve a specific attachment from a company protocol by its ID. Use when you need to fetch attachment metadata or file data for a protocol attachment.
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Get Custom Fields Type
Tool to retrieve a custom field type by its ID. Use when you need details about a specific custom field configuration.
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Get Deal
Tool to retrieve details of a specific deal by its ID. Use when you have a confirmed deal ID.
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Get Deal Maildrop
Tool to retrieve the maildrop email address for a specific deal. Use when you need to get the unique email address for sending emails to a deal.
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Get Deal Protocol Attachment
Tool to retrieve a specific attachment from a deal protocol. Use when you need to fetch attachment details or file data associated with a protocol within a specific deal.
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Get Group Calendar
Tool to retrieve details of a specific group calendar by ID. Use when you have a group calendar ID and need its details.
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Get Hook
Tool to retrieve details of a specific webhook/hook by ID. Use when you need to inspect hook configuration or verify hook setup.
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Get People Positions
Tool to retrieve a specific position for a person by ID. Use when you need to get details of a particular job position. Example: "Get position 32171509 for person 43058116."
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Get People Tags
Tool to retrieve a specific tag for a person by tag ID. Use when you need details about a particular tag associated with a person.
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Get Person
Tool to retrieve details of a specific person by ID. Use when you have a person_id and need their full details.
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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."
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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."
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Get Person Assi
Tool to retrieve a specific assistant (assi) entry for a person by their IDs. Returns detailed assistant information including contact details (name, email, phone) and whether they are the primary contact. Use this…
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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.
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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."
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Get Person Custom Field
Tool to retrieve a specific custom field for a person by custom field ID. Use when you need details about a particular custom field associated with a person.
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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."
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Get Person Protocol Attachment
Tool to retrieve a specific attachment from a person protocol. Use when you need to fetch attachment details or file data associated with a protocol within a specific person.
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Get Project
Tool to retrieve details of a specific project by ID from CentralStationCRM. Use after confirming the project ID.
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Get Project Maildrop
Tool to retrieve the maildrop email address for a specific project. Use when you need to get the unique email address for sending emails to a project.
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Get Project Protocol Attachment
Tool to retrieve a specific attachment from a project protocol by its ID. Use when you have a project ID, protocol ID, and attachment ID and need to fetch the attachment metadata or file data.
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Get Protocol Attachment
Tool to retrieve a specific attachment from a protocol by its ID. Use when you need to fetch attachment metadata or file data for a protocol attachment.
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Get Stats Companies
Retrieve statistics about companies in your CRM. Returns the total count of companies matching the specified criteria. Use this when you need a quick count without fetching full company records. Supports filtering by…
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Get Stats Deals
Retrieve statistics about deals in your CRM. Returns the total count, currency, and sum of deals matching the specified criteria. Use this when you need aggregated deal metrics without fetching full deal records…
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Get Stats Projects
Retrieve statistics about projects in your CRM. Returns the total count and size of projects matching the specified criteria. Use this when you need aggregated project metrics without fetching full project records…
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Get Task
Tool to retrieve details of a specific task by its ID. Use when you have a task ID and need its details.
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Get User
Tool to retrieve the current API user's details. Use when you need information about the authenticated user.
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Get User by ID
Tool to retrieve details of a specific user by ID. Use when you need to fetch information about a particular user from CentralStationCRM.
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List Activities
Tool to retrieve activities for records in CentralStationCRM. Use when you need to list activities with optional filtering by person, company, deal, project, user, or account. Supports pagination and includes…
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List Attachments
Tool to retrieve a paginated list of all attachments from CentralStationCRM. Use when you need to list, browse, or search through attachments in the system.
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List Avatars
Tool to retrieve all avatars from CentralStationCRM. Use when you need to list all avatars in the system with pagination support.
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List Calendar Event Attendees
Tool to retrieve all attendees for a specific calendar event. Use when you need to get the list of people attending a calendar event.
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List Calendar Events
Tool to retrieve all calendar events from the account. Use when you need to list calendar events with optional filtering by date, state, or custom attributes. Supports pagination and includes for related data.
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List Comments
Tool to retrieve all comments from the account. Use when you need to list all comments with optional pagination and ordering support.
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List Companies
Tool to retrieve a paginated list of all companies from CentralStationCRM. Use when you need to browse or search through companies with filtering and pagination support.
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List Companies External Emails
Tool to retrieve all external emails for a specific company from CentralStationCRM. Use when you need to access email communications associated with a company.
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List Company Addresses
Tool to retrieve all addresses for a specific company. Use when you need to list a company's addresses after confirming their ID.
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List Company Avatars
Tool to retrieve all avatars for a specific company. Use when you need to list a company's avatars after confirming their ID.
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List Company Contact Details
Tool to retrieve all contact details for a specific company. Use when you need to list contact information after confirming the company ID.
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List Company Protocol Attachments
Tool to retrieve all attachments for a specific protocol within a company. Use when you need to list attachments associated with a company's protocol.
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List Custom Fields Types
Tool to retrieve all custom field types of the account. Use when you need to understand what custom fields are available in the CRM system.
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List Deal Protocol Attachments
Tool to retrieve all attachments for a specific protocol within a deal. Use when you need to list attachments associated with a deal's protocol.
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List Deals
Tool to retrieve all deals with advanced filtering, sorting, and pagination options. Use when you need to list deals with specific filters (tags, date ranges, custom attributes), ordering, or include related data like…
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List Deals External Emails
Tool to retrieve all external emails for a specific deal from CentralStationCRM. Use when you need to access email communications associated with a deal.
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List External Emails
Tool to retrieve all external emails from CentralStationCRM. Use when you need to access email communications across the system with pagination and filtering support.
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List Filter Groups
Tool to retrieve all filter groups from CentralStationCRM. Use when you need to browse or list available filter groups with pagination and filtering support.
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List Group Calendars
Tool to retrieve all group calendars from the account. Use when you need to list group calendars with optional pagination and includes for related calendar events.
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List Historic Events
Tool to retrieve all historic events from the CentralStationCRM account. Use when you need to list historic events with optional filtering and pagination.
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List Hooks
Tool to retrieve all hooks of the account from CentralStationCRM. Use when you need to list, browse, or inspect webhook configurations in the system.
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List People
Tool to retrieve a paginated list of all people from CentralStationCRM. Use when you need to browse or search through people with filtering and pagination support.
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List People Assis
Tool to retrieve all assis of a person. Use when you need to list all assistant contacts associated with a specific person by their ID.
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List People Avatars
Tool to retrieve all avatars for a specific person. Use when you need to list a person's avatar images with pagination support.
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List People Contact Details
Tool to retrieve all contact details for a specific person. Use when you need to list contact information after confirming the person ID.
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List People Custom Fields
Tool to retrieve all custom fields for a specific person from the dedicated custom fields endpoint. Use when you need to list a person's custom fields after confirming their ID.
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List People External Emails
Tool to retrieve all external emails for a specific person from CentralStationCRM. Use when you need to access email communications associated with a person.
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List People Historic Events
Tool to retrieve all historic events of a person. Use when you need to list all milestone dates (birthdays, anniversaries, etc.) recorded for a specific person.
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List People Positions
Tool to retrieve all positions for a specific person. Use when you need to list a person's job positions or company affiliations. Example: "Get all positions for person with ID 43057993."
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List People Protocol Attachments
Tool to retrieve all attachments for a specific protocol within a person. Use when you need to list attachments associated with a person's protocol.
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List People Tags
Tool to retrieve all tags for a specific person. Use when you need to list a person's tags after confirming their ID.
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List Project Protocol Attachments
Tool to retrieve all attachments for a specific protocol within a project. Use when you need to list attachments associated with a project's protocol.
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List Projects
Tool to retrieve a paginated list of all projects from CentralStationCRM. Use when you need to browse or search through projects with filtering and pagination support.
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List Projects External Emails
Tool to retrieve all external emails for a specific project from CentralStationCRM. Use when you need to access email communications associated with a project.
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List Protocol Attachments
Tool to retrieve all attachments for a specific protocol. Use when you need to list attachments associated with a protocol.
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List Protocols
Tool to retrieve all protocols from CentralStationCRM. Use when you need to list protocols with optional filtering by person, company, deal, or project.
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List Tags
Tool to retrieve all tags from CentralStationCRM. Use when you need to browse tags with optional filtering by person, company, deal, or project.
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List Tags 2
Tool to retrieve all tag names from CentralStationCRM. Use when you need a simple list of tag names (strings) with pagination support.
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List Tasks
Tool to retrieve a paginated list of all tasks from CentralStationCRM. Use when you need to browse or search through tasks with filtering and pagination support.
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List Users
Tool to retrieve all users of the account from CentralStationCRM. Use when you need to list system users with pagination support.
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Merge Companies
Tool to merge multiple companies into an existing company by ID. Use after identifying duplicate company records to consolidate them.
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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].
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Search Attachments
Search for attachments in CentralStationCRM by filename. Returns a list of attachments with their metadata including file details, timestamps, and optional related data such as user, category, and comments. Use when…
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Search Companies
Tool to search for companies in CentralStationCRM by name. Use when you need to find companies matching a specific name or retrieve a list of all companies with pagination support.
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Search Company Protocol Attachments
Tool to search for attachments within a specific protocol of a company. Use when you need to find specific attachments by filename within a company's protocol.
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Search Contact Details
Tool to search for contact details in CentralStationCRM by name, email, phone, or other criteria. Use when you need to find people or companies by their contact information such as email addresses or phone numbers.
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Search Deal Protocol Attachments
Tool to search for attachments within a specific deal protocol in CentralStationCRM. Returns a list of attachments matching the search criteria with their metadata including file details, timestamps, and optional…
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Search Deals
Tool to search for deals by name and retrieve matching results with pagination. Use when you need to find specific deals or filter the deal list by name.
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Search People
Search for people in CentralStationCRM by name, email, phone, or other text criteria. Returns a paginated list of people with their complete profile information including contact details, timestamps, and associated…
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Search People V2
Tool to search for people in CentralStationCRM using specific criteria like name, email, or phone. Use when you need to find people by last name, first name, email address, or phone number. Supports pagination and…
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Search Person Protocol Attachments
Tool to search for attachments within a specific person protocol in CentralStationCRM. Returns a list of attachments matching the search criteria with their metadata including file details, timestamps, and optional…
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Search Project Protocol Attachments
Tool to search for attachments within a specific protocol of a project. Use when you need to find specific attachments by filename within a project's protocol.
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Search Projects
Tool to search for projects in CentralStationCRM by name. Use when you need to find projects matching a specific name or retrieve a list of all projects with pagination support.
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Search Records
Tool to retrieve search results from CentralStationCRM. Use when you need to search for records using a search term.
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Search Users
Tool to search for users in CentralStationCRM by first name or last name. Use when you need to find users matching specific name criteria or retrieve a list of all users with pagination support.
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Stats People
Retrieve statistics about people (contacts) in your CRM. Returns the total count of people matching the specified criteria. Use this when you need a quick count without fetching full person records. Supports filtering…
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Update Calendar Event
Tool to update an existing calendar event by ID. Use when you need to modify event details such as name, time, status, or attendees.
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Update Calendar Event Attendee
Tool to update a calendar event attendee. Use when you need to modify attendee status, email, or associated person/user for a calendar event.
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Update Comment
Tool to update an existing comment by ID. Use when you need to modify the text or properties of a comment attached to tasks, events, or other entities.
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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.
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Update Company Address
Tool to update a specific address of a company. Use after retrieving the company's addresses to modify one.
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Update Company Contact Detail
Tool to update a contact detail for a company by ID. Use after retrieving the company's contact details to modify one.
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Update Custom Field Type
Tool to update a custom field type by ID. Use when you need to modify the category, data type, name, options, or position of an existing custom field definition.
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Update Deal
Tool to update an existing deal record. Use when you need to modify deal details like background, state, value, or associated entities.
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Update Group Calendar
Tool to update an existing group calendar by ID. Use when you need to modify calendar properties like name, color, or read-only status.
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Update People Custom Fields
Tool to update a person's custom field by its ID. Use when you need to modify a custom field value after confirming the person_id and custom field id.
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Update People Position
Tool to update a position for a specific person. Use after retrieving the person's positions when you need to modify position details such as title, department, or status.
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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.
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Update Person Address
Tool to update a specific address of a person. Use after retrieving the person's addresses to modify one.
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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 [email protected]".
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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.
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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."
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Update Person Tag
Tool to update a tag on a person. Use when you need to modify an existing tag's name or properties for a specific person.
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Update Project
Tool to update an existing project record. Use when you need to modify project details like name, target date, state, or associated entities.
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Update Protocol
Tool to update an existing protocol by ID. Use when you need to modify the content or metadata of a protocol record.
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Update Task
Tool to update an existing task by ID. Use when you need to modify task details such as name, status, badge, or assigned user.
Setup
Connect CentralStationCRM in Hookshot™
Pick a scope, then confirm what can start a Protege and what it can do.
Trigger Access
What can start a Protege from this app.
Tool Access
What a Protege can do after it starts.
Connection scope
Prefer team for production.
Personal
Tied to one user—only when the workflow needs their account.
Chat
Team-scoped for supported chat surfaces.
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