Do everything in one place
Customize your Agiloft and Capsule CRM integration with the following
triggers and actions.
Triggers
When this happens…
Agiloft
- New/updated table event (Webhook) Real-timeNew/updated record in Agiloft
- Delete table event (Webhook) Real-timeDeleted record in Agiloft
- New/updated recordsNew/updated record in Agiloft
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…
Agiloft
- Create recordCreate record in Agiloft
- Custom actionCustom action in Agiloft
- Delete recordDelete record in Agiloft
- Get attachmentGet attachment from record in Agiloft
- Get metadataGet metadata in Agiloft connector
- Remove attachmentRemove attachment from record in Agiloft
- Search recordsSearch records in Agiloft
- Update recordUpdate record in Agiloft
- Upload attachmentUpload attachment into record in Agiloft
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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