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Customize your Capsule CRM and Clari integration with the following
triggers and actions.
Triggers
When this happens…
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…
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
Clari
- Stop or cancel an in-progress jobStop or cancel an in-progress job in Clari
- Create a new Forecast ExportCreate a new Forecast Export in Clari
- Custom actionCustom action in Clari
- View all jobs initiated by the connection userView all jobs initiated by the connection user in Clari
- View the status of a given export using its Job IDView the status of a given export using its Job ID in Clari
- Retrieve and save Forecast Export contentRetrieve and save Forecast Export content in Clari
- View limit information for your organizationView limit information for your organization in Clari
Any other action you can think up
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