Capsule CRM
Cloud-based CRM platform for managing contacts, organizations, and sales pipelines. Provides tools for tracking communications, tasks, opportunities, and customer data, and integrates with email and other business apps.
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Actions
add_note_to_entityAdd a comment/note to an entity (e.g., contact, opportunity, project).create_contactCreate a new Person or Organisation in Capsule CRM.create_opportunityCreate a new Opportunity in Capsule CRM.create_projectCreate a new Project in Capsule CRM.create_taskCreate a new Task in Capsule CRM.find_contactFind a Person by search criteria.find_opportunityFind an Opportunity by search criteria.find_projectFind a Project by search criteria.update_contactUpdate fields on an existing Person or Organisation.update_opportunityUpdate an existing Opportunity in Capsule CRM.Triggers
new_caseFires when a new case (project) is created in Capsule CRM.new_opportunityFires when a new opportunity is created.new_projectFires when a project is created.new_taskFires when a new task is created.Over 300 Integrations
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