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Customize your Beaconstac and Capsule CRM integration with the following
triggers and actions.
Triggers
When this happens…
Beaconstac
- New form response Real-timeTriggers an event whenever form gets submitted.
- QR code created Real-timeTriggers an event whenever QR gets created in you beaconstac account.
- QR code scanned Real-timeTriggers an event whenever QR code scanned in your beaconstac account
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…
Beaconstac
- Downlaod QRDownlaod QR code from beaconstac
- Upload fileUpload File to Beaconstac
- Create Dynamic QR CodeCreate Dynamic QR Code in Beaconstac
- Create Static QR codeCreate Static QR code in Beaconstac
- Update Dynamic QR CodeUpdate Dynamic QR Code in Beaconstac
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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