Capsule CRM and SAP RFC integrations and automations

Do everything in one place

Customize your Capsule CRM and SAP RFC 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

SAP RFC
  • New IDocs Batch Real-time
    New IDocs from SAP
  • New IDoc Real-time
    New IDoc from SAP

    • 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

SAP RFC
  • Call BAPI
    Run BAPI in SAP
  • Check IDoc status
    Check if an IDoc is successfully processed in SAP
  • Send IDoc
    Send IDoc to SAP
  • Call remote function module
    Run RFC in SAP
  • Begin transaction
    Begin transaction in SAP
  • End transaction
    End transaction and Rollback changes in SAP

    • Any other action you can think up

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