Do everything in one place
Customize your Acumatica ERP and Capsule CRM integration with the following
triggers and actions.
Triggers
When this happens…
Acumatica ERP
- New/updated recordNew/updated record in Acumatica ERP
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…
Acumatica ERP
- Create recordCreate record in Acumatica ERP
- Create records in batches BatchCreate record in Acumatica ERP
- Custom actionCustom action in Acumatica ERP
- Delete recordDelete record in Acumatica ERP
- Get record detailsGet record by ID in Acumatica ERP
- Search recordsSearch for records in Acumatica ERP
- Update recordUpdate record in Acumatica ERP
- Update records in batches BatchUpdate record in Acumatica ERP
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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