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Customize your Capsule CRM and Code42 Incydr integration with the following triggers and actions.

Triggers

When this happens…

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

Code42 Incydr
  • New Alerts
    Checks for new alerts.
  • New File Events
    Checks for new file events from your saved search query.
  • Any other trigger you can think up

Actions

Do this…

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

Code42 Incydr
  • Add to legal hold matter
    Add to legal hold matter in Code 42
  • Add users to watchlist
    Add users to watchlist in Code 42
  • Block user
    Block user in Code 42
  • Create case
    Create case in Code 42
  • Create user
    Create user in Code 42
  • Create watchlist
    Create watchlist in Code 42
  • Custom action
    Custom action in Code42
  • Deactivate user
    Deactivate user in Code 42
  • Get alert details
    Get alert details in Code 42
  • Get all watchlist members
    Get all watchlist members in Code 42
  • Get all watchlists
    Get all watchlists in Code 42
  • Get detection list profile
    Get detection list profile in Code 42
  • Get user risk profile
    Get user risk profile in Code 42
  • Get users on watchlist
    Get users on watchlist in Code 42
  • Get watchlist
    Get watchlist in Code 42
  • Get watchlist member
    Get watchlist member in Code 42
  • Reactivate user
    Reactivate user in Code 42
  • Remove departing employee
    Remove departing employee in Code 42
  • Remove from legal hold matter
    Remove from legal hold matter in Code 42
  • Remove high risk employee
    Remove high risk employee in Code 42
  • Remove users from watchlist
    Remove users from watchlist in Code 42
  • Search file events
    Search file events in Code 42
  • Unblock user
    Unblock user in Code 42
  • Update alert state
    Update alert state in Code 42
  • Update case
    Update case in Code 42
  • Update detection list user notes
    Update detection list user notes in Code 42
  • Update user risk profile end date
    Update user risk profile end date in Code 42
  • Update user risk profile notes
    Update user risk profile notes in Code 42
  • Update user risk profile start date
    Update user risk profile start date in Code 42
  • Any other action you can think up

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