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Customize your Capsule CRM and OneDrive 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

OneDrive
  • New line in CSV file
    New line in CSV file in OneDrive
  • New file
    New file in OneDrive
  • New folder
    New folder in OneDrive
  • New/updated file
    New/updated file in OneDrive
  • 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
OneDrive
  • Custom action
    Custom action in OneDrive (Custom)
  • Create folder
    Create folder in Microsoft OneDrive
  • Add permission
    Add permission to a file or folder in Microsoft OneDrive
  • Remove permission
    Remove permission for a file or folder in Microsoft OneDrive
  • List permissions
    List permissions for a file or folder in Microsoft OneDrive
  • Search files
    Search files in Microsoft OneDrive
  • Upload file via file content
    Upload file via file content in Microsoft OneDrive
  • Upload file from URL
    Upload file from URL to Microsoft OneDrive
  • Any other action you can think up

  • Show all 8

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