Do everything in one place

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

Triggers

When this happens…

Bill.com
  • New record
    New object in Bill.com
  • New/updated record
    New/updated object in Bill.com
  • 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…

Bill.com
  • Custom action
    Custom action in Bill.com (Custom)
  • Add line to invoice
    Add line item to invoice in Bill.com
  • Create record
    Create object in Bill.com
  • Delete record
    Delete object in Bill.com
  • Get disbursement data
    Get disbursement data in Bill.com
  • Get record details by ID
    Get object by ID in Bill.com
  • Search record
    Search object in Bill.com
  • Update record
    Update object in Bill.com
  • Any other action you can think up

  • Show all 8
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
    search organizations in Capsule CRM
  • Search people
    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

  • Show all 8

Let us tailor your Bill.com and Capsule CRM integrations

Pre-built Bill.com and Capsule CRM Automations

See more

The wonders of Workato

Easily set up as many intelligent automations you need.
1000s of ready-to-use templates
Accelerate work with intelligent automation
Do it yourself, faster
Build bots. Put them to work

Market leaders run on Workato