Capsule CRM
Triggers
(4)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.
Actions
(10)Create Contact
Create a new Person or Organisation in Capsule CRM.
Update Contact
Update fields on an existing Person or Organisation.
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.
Update Opportunity
Update an existing Opportunity in Capsule CRM.
Add Note to Entity
Add a comment/note to an entity (e.g., contact, opportunity, project).
Find Contact
Find a Person by search criteria.
Find Project
Find a Project by search criteria.
Find Opportunity
Find an Opportunity by search criteria.
Example automation
Trigger
Event received
from Capsule CRM
Action
Create Module Record
in Coherence
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