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Customize your Capsule CRM and Rally 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
Rally
- Deleted recordDeleted record in Rally
- New/updated recordNew/updated record in Rally
- New/updated record Real-timeNew/updated record in Rally
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
Rally
- Create recordCreate record in Rally
- Custom actionCustom action in Rally
- Delete recordDelete record in Rally
- Download attachmentDownload attachment in Rally
- Get recordGet record in Rally
- Get relational recordsGet relational records in object in Rally
- Search recordsSearch records in Rally
- Update recordUpdate record in Rally
Any other action you can think up
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