Capsule CRM

Events:

  • Case Updated - Start FLO when an existing case is updated.
  • New Case - Start FLO when a new case is created.
  • New Opportunity - Start FLO when a new opportunity is created.
  • New Organization - Start FLO when a new organization is created.
  • New Person - Start FLO when a new person is created.
  • New Task - Start FLO when a new task is created.
  • Opportunity Updated - Start FLO when an existing opportunity is updated.
  • Organization Updated - Start FLO when an organization is updated.
  • Person Updated - Start FLO when a person is updated.
  • Task Updated - Start FLO when an existing task is updated.

Actions:

  • Build Address Object - Build an address object to be used for Create Contact or Create Organization.
  • Build Email Object - Build an email object to be used for Create Contact or Create Organization.
  • Build Phone Object - Build a phone object to be used for Create Contact or Create Organization.
  • Build Website or Social Network Object - Build a website or social network object to be used for Create Contact or Create Organization.
  • Create Case - Create a case in Capsule CRM.
  • Create Opportunity - Create an opportunity in Capsule CRM.
  • Create Organization - Create an organization and return the organization ID.
  • Create Person - Create a person and return their person ID.
  • Delete Case - Delete a case using a case id.
  • Delete Opportunity - Delete an opportunity using an existing opportunity id.
  • Delete Organization - Delete an organization using the organization ID.
  • Delete Person - Delete an existing person using a person ID.
  • Read Case - Read a case using an existing ID.
  • Read Opportunity - Read an opportunity using an existing opportunity ID.
  • Read Organization - Read an existing organization by the organization ID.
  • Read Person - Read an existing person using a person ID.
  • Search Cases - Search for cases in Capsule CRM.
  • Search Opportunities - Search for opportunities in Capsule CRM.
  • Search Organizations - Search for one or more organizations using a search query
  • Search People - Search for one or more people using a text query.
  • Update Case - Update a case using an existing id.
  • Update Opportunity - Update an opportunity using an existing opportunity id.
  • Update Organization - Update an existing organization using the organization ID.
  • Update Person - Update a person using a person ID.