Do everything in one place
Customize your Capsule CRM and Contentstack 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
Contentstack
- New recordNew record in Contentstack
- New record in batchNew record in batch in Contentstack
- New/updated recordNew/updated record in Contentstack
- New/updated record in batchNew/updated record in batch in Contentstack
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
Contentstack
- Search records using custom querySearch records using custom query in Contentstack
- Custom actionCustom action in Contentstack
- Get record details by IDGet record in Contentstack
- Publish entries (Bulk)Publish an Entries (Bulk) in Contentstack
- Publish entryPublish an Entry in Contentstack
- Search recordsSearch records in Contentstack
Any other action you can think up
The wonders of Workato
Easily set up as many intelligent automations you need.
- 1000s of ready-to-use templates
- Accelerate work with intelligent automation
- Do it yourself, faster
- Build bots. Put them to work