Capsule CRM and Complete EDI Solutions integrations and automations

Do everything in one place

Customize your Capsule CRM and Complete EDI Solutions 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

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

Complete EDI Solutions
  • Parse EDI Document
    Parse EDI Document into container for EDI Data in Complete EDI
  • Create EDI Document from JSON
    Create EDI document from JSON in Complete EDI
  • Create EDI Document From XML
    Create EDI Document From XML in Complete EDI
  • Create JSON Document From EDI
    Create JSON formatted EDI Document from raw EDI data in Complete EDI
  • Process EDI File
    Send Raw EDI File to Complete EDI for processing into JSON
  • Download Processed EDI File
    Download JSON formatted EDI Document from Complete EDI server
  • Create EDI Acknowledgement
    Create an EDI acknowledgment from EDI input in Complete EDI
  • Split Raw EDI Document
    Split Raw EDI Document into individual EDI transactions in Complete EDI
  • Send JSON File Via SFTP
    Translate a JSON File to Raw EDI and send via SFTP in Complete EDI

    • Any other action you can think up

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