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Events

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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.