Adaptive Insights and Capsule CRM integrations and automations

Seamlessly connect Adaptive Insights and Capsule CRM. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

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Build Powerful Workflows, fast

Triggers

When this happens…

Capsule CRM
  • New event Real-time
    New event in Capsule CRM
  • New record
    New record in Capsule CRM.

    • Any other trigger you can think up

Actions

Do this…

Adaptive Insights
  • Custom action
    Custom action in Adaptive Insights (Custom)
  • Custom report
    Custom report values in Adaptive Insights
  • Erase actuals
    Erase actuals in Adaptive Insights
  • Erase data
    Erase data in Adaptive Insights
  • Export configurable model data
    Export configurable model data in Adaptive Insights
  • Export data
    Export data in Adaptive Insights
  • Export modeled sheet
    Export modeled sheet in Adaptive Insights
  • Export object
    Export object in Adaptive Insights
  • Import object
    Import object in Adaptive Insights
  • Recalculate sheet
    Recalculate sheet in Adaptive Insights
  • Upsert object
    Upsert object in Adaptive Insights

    • Any other action you can think up

Capsule CRM
  • Custom action
    Custom action in Capsule CRM (Custom)
  • Create record
    Create record in Capsule CRM
  • Get record details by ID
    Get record by ID in Capsule CRM
  • Search records
    Search records in Capsule CRM
  • Update record
    Update record in Capsule CRM

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation