Do everything in one place

Customize your Capsule CRM and JDBC 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

JDBC
  • New row
    New row in a table in JDBC source
  • New rows Batch
    New batch of rows in a table in JDBC source
  • New rows via custom SQL Batch
    New batch of rows via custom SQL in JDBC source
  • Scheduled query Batch
    Scheduled query using custom SQL in JDBC source
  • New/updated rows via custom SQL Batch
    New/updated batch of rows via custom SQL in JDBC source
  • 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
    search organizations in Capsule CRM
  • Search people
    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

  • Show all 8
JDBC
  • Export query result Bulk
    Export result of custom SQL in JDBC source
  • Run custom SQL
    Run custom SQL in JDBC source
  • Run long query using custom SQL
    Run long query using custom SQL in JDBC source
  • Select rows
    Select rows in a table in JDBC source
  • Select rows using custom SQL
    Select rows using custom SQL in JDBC source
  • Any other action you can think up

Let us tailor your Capsule CRM and JDBC integrations

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