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Customize your Capsule CRM and FTP/FTPS 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
FTP/FTPS
- New CSV file BatchNew CSV file added in directory on FTP/FTPS server
- New/updated file in directoryNew/updated file in directory on FTP/FTPS server
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
FTP/FTPS
- Download fileDownload file contents from FTP/FTPS server
- List files and directories BatchList files and directories from FTP/FTPS server
- Remove fileRemove file from FTP/FTPS server
- Rename fileRename a file on FTP/FTPS server
- Get file informationGet information about file via its exact file path on FTP-S server
- Download large fileDownload large file contents from FTP/FTPS server
- Upload fileUpload a file to FTP/FTPS server
Any other action you can think up
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