Anvyl and Capsule CRM integrations and automations

Do everything in one place

Customize your Anvyl and Capsule CRM integration with the following triggers and actions.

Triggers

When this happens…

Anvyl
  • New or updated records Real-time
    New or updated records in Anvyl

    • Any other trigger you can think up

Capsule CRM
  • New opportunity
    New opportunity in Capsule CRM
  • New organization
    New organization in Capsule CRM
  • New opportunity from a specific party
    New party opportunity in Capsule CRM
  • New person
    New person in Capsule CRM

    • Any other trigger you can think up

Actions

Do this…

Anvyl
  • Bulk Import Records
    Bulk Import Records in Anvyl
  • Complete a Task
    Complete a Task in Anvyl
  • Confirm Milestone
    Confirm Milestone in Anvyl
  • Get (Split) Order Collections
    Get (Split) Order Collections in Anvyl
  • Get Order Milestones
    Get Order Milestones in Anvyl
  • Get Order Schedule
    Get Order Schedule in Anvyl
  • Get Record By ID
    Get Record By ID in Anvyl
  • Import Parts and Suppliers
    Import Parts and Suppliers in Anvyl
  • Import Record
    Import Record in Anvyl
  • Issue Purchase Order
    Issue Purchase Order in Anvyl
  • Query Records
    Query Records in Anvyl
  • Reopen a Task
    Reopen a Task in Anvyl
  • Update Order Milestone Timeline
    Update Order Milestone Timeline in Anvyl
  • Update record
    Update record in Anvyl

    • Any other action you can think up

Capsule CRM
  • Add opportunity
    Add opportunity to Capsule CRM
  • Add organization
    Add organization to Capsule CRM
  • Add person
    Add person to Capsule CRM
  • Search organizations Batch
    search organizations in Capsule CRM
  • Search people Batch
    search people in Capsule CRM
  • Update opportunity
    Update opportunity to Capsule CRM
  • Update organization
    Update organization to Capsule CRM
  • Update person
    Update person to Capsule CRM

    • Any other action you can think up

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