BuildingConnected and Capsule CRM integrations and automations

Do everything in one place

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

Triggers

When this happens…

BuildingConnected
  • New or updated contact
    New or updated contact in BuildingConnected
  • Updated opportunity status in BidBoard Pro Real-time
    Updated opportunity status in BidBoard Pro

    • 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…

BuildingConnected
  • Custom action
    Custom action in BuildingConnected
  • Get bidder by ID
    Get bidder by ID
  • Get bidders for a bid package
    Get bidders for a bid package in BuildingConnected
  • Get contact by ID
    Get contact by ID in BuildingConnected
  • Get contacts
    Get contacts in BuildingConnected
  • Get project by ID
    Get project by ID in BuildingConnected
  • Get projects
    Get projects in BuildingConnected
  • Get qualification submission
    Get qualification submission in BuildingConnected
  • Get qualification form
    Get qualification form in BuildingConnected
  • Get completed TradeTapp qualifications
    Get completed TradeTapp qualifications in BuildingConnected

    • 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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