Capsule CRM

Trigger

Create a request filter that will invoke any of the actions below when an API request matches the filter criteria.

Actions

Any of the actions listed below can be triggered when a new request matches one of your request filters. These actions can also be incorporated into multi-step workflows, enabling the development of robust logic to fulfill your business requirements.

Add Note to Entity

Add a comment/note to an entity (e.g., contact, opportunity, project).

Create Contact

Create a new Person or Organisation in Capsule CRM.

Create Opportunity

Create a new Opportunity in Capsule CRM.

Create Project

Create a new Project in Capsule CRM.

Create Task

Create a new Task in Capsule CRM.

Find Contact

Find a Person by search criteria.

Find Opportunity

Find an Opportunity by search criteria.

Find Project

Find a Project by search criteria.

Update Contact

Update fields on an existing Person or Organisation.

Update Opportunity

Update an existing Opportunity in Capsule CRM.