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Customize your RegOnline® by Lanyon and Capsule CRM integration with the following
triggers and actions.
Triggers
When this happens…
RegOnline® by Lanyon
- New eventNew event in RegOnline
- New registrationNew registration in RegOnline
- New transactionNew transaction in RegOnline
Any other trigger you can think up
Capsule CRM
- New opportunityNew opportunity in Capsule CRM
- New organizationNew organization in Capsule CRM
- New opportunity from a specific partyNew party opportunity in Capsule CRM
- New personNew person in Capsule CRM
Any other trigger you can think up
Actions
Do this…
RegOnline® by Lanyon
- Get event details by IDGet event details from RegOnline
- Get registration details by IDGet registration details from RegOnline
- Get transaction by IDGet transaction details from RegOnline
- Get list of events BatchQuery events in RegOnline
- Get list of registrations BatchGet list of registrations for an event in RegOnline
- Get list of transactions BatchGet list of transactions for an event in RegOnline
Any other action you can think up
Capsule CRM
- Add opportunityAdd opportunity to Capsule CRM
- Add organizationAdd organization to Capsule CRM
- Add personAdd person to Capsule CRM
- Search organizations Batchsearch organizations in Capsule CRM
- Search people Batchsearch people in Capsule CRM
- Update opportunityUpdate opportunity to Capsule CRM
- Update organizationUpdate organization to Capsule CRM
- Update personUpdate person to Capsule CRM
Any other action you can think up
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