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Customize your Capsule CRM and Microsoft Sharepoint 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

Microsoft Sharepoint
  • New row in sharepoint list
    New row in Sharepoint list
  • New/updated file in folder hierarchy
    New/updated file in Microsoft Sharepoint folder hierarchy
  • New or updated file
    New or updated file in Microsoft Sharepoint folder
  • New/updated row in Sharepoint list
    New/updated row in Sharepoint list
  • 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

Microsoft Sharepoint
  • Custom action
    Custom action in Microsoft Sharepoint (Custom)
  • Add row in sharepoint list
    Add row in Sharepoint list
  • Copy file
    Copy a file in Sharepoint
  • Create folder
    Create folder in Sharepoint library
  • Create rows Batch
    Create rows in Sharepoint list
  • Delete file or folder from library
    Delete a file or a folder from Microsoft Sharepoint library
  • Delete row
    Deletes a row in Sharepoint list
  • Download attachment
    Download attachment in Sharepoint list
  • Download file from library
    Download file from Microsoft Sharepoint library
  • Get file and folder details
    Get details of a file or folder in Sharepoint
  • Get file or folder permissions Batch
    Get permission details of a file or a folder in Microsoft Sharepoint
  • List files and folders within a folder Batch
    List files and folders within a folder in Microsoft Sharepoint
  • Move file
    Move a file in Sharepoint
  • Rename file or folder
    Rename a file or a folder in Sharepoint
  • Search file by name Batch
    Search file in Sharepoint library
  • Search list items Batch
    Search item in Microsoft Sharepoint list
  • Search users Batch
    Search users in Microsoft Sharepoint library
  • Update file using file contents
    Update file in Microsoft Sharepoint library
  • Update file metadata
    Update file metadata in Sharepoint library
  • Update row
    Updates a row in Sharepoint list
  • Update rows Batch
    Update rows in Sharepoint list
  • Upload attachment
    Upload attachment in Sharepoint list
  • Upload file in library
    Upload file into a folder in Sharepoint library
  • Any other action you can think up

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