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Customize your Capsule CRM and SafetyCulture 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
SafetyCulture
- Action events Real-timeTrigger for Action events
- Inspection events (Deprecated) Real-timeTrigger for Inspection events (Deprecated)
- Inspection events Real-timeTrigger for Inspection events
- Issue events Real-timeTrigger for Issue events
- Media events Real-timeTrigger for Media events
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
SafetyCulture
- ActionsInteract with Actions in SafetyCulture
- AssetsInteract with Assets in SafetyCulture
- Data FeedsInteract with Data Feeds in SafetyCulture
- Directory (Sites)Interact with Directory (Sites) in SafetyCulture
- Heads UpInteract with Heads Up in SafetyCulture
- InspectionsInteract with Inspections in SafetyCulture
- IntegrationsInteract with Integrations in SafetyCulture
- IssuesInteract with Issues in SafetyCulture
- MediaInteract with Media in SafetyCulture
- Response SetsInteract with Response Sets in SafetyCulture
- SchedulesInteract with Schedules in SafetyCulture
- SensorsInteract with Sensors in SafetyCulture
- TemplatesInteract with Templates in SafetyCulture
- Users & GroupsInteract with Users & Groups in SafetyCulture
- Custom ActionCustom action in SafetyCulture
Any other action you can think up
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