Do everything in one place
Customize your Capsule CRM and Net Suite Open Air 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
Net Suite Open Air
- New recordNew object in OpenAir
- New/updated recordNew/updated object in OpenAir
- Schedule trigger in batchScheduled object search in OpenAir
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
Net Suite Open Air
- Approve recordApprove record in OpenAir
- Create recordCreate record in OpenAir
- Delete recordDelete record in OpenAir
- Reject recordReject record in OpenAir
- Search recordsSearch records in OpenAir
- Submit recordSubmit record in OpenAir
- Unapprove recordUnapprove record in OpenAir
- Update recordUpdate record in OpenAir
- Upsert recordUpsert record in OpenAir
Any other action you can think up
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