Actions
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.
Triggers
new_case
Fires when a new case (project) is created in Capsule CRM.
new_opportunity
Fires when a new opportunity is created.
new_task
Fires when a new task is created.
new_project
Fires when a project is created.
