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Customize your Capsule CRM and Sendoso 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

Sendoso
  • New User
    New User in Sendoso
  • Updated Send Analytics
    Updated Send Analytics in Sendoso
  • 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
Sendoso
  • Add User to Group
    Add User to Group
  • Create Group
    Create Group in Sendoso
  • Create Custom Template
    Create new Custom Template in Sendoso
  • Create Touch
    Create Touch in Sendoso
  • Create User
    Create User in Sendoso
  • Custom action
    Custom action in Sendoso
  • Delete Group
    Delete Group in Sendoso
  • Delete Touch
    Delete Touch in Sendoso
  • Delete User
    Delete User from Sendoso
  • Generate eGift Links
    Generate eGift Links in Sendoso
  • Get Send Analytics
    Get Send Analytics in Sendoso
  • Get Send Status
    Get Send Status in Sendoso
  • Get Custom Template
    Get Custom Template in Sendoso
  • Get Touch Details
    Get Touch Details in Sendoso
  • Get User
    Get User in Sendoso
  • List Active Touches
    List Active Touches in Sendoso
  • List Possible Gifts
    List all possible Gifts in Sendoso
  • List Group Members
    List Group Members in Sendoso
  • List Groups
    List Groups in Sendoso
  • List Sent Gifts
    List all sent Gifts in Sendoso
  • List Templates
    List Custom Templates in Sendoso
  • List Users
    List Users in Sendoso
  • Send Gift
    Send a Gift in Sendoso
  • Update an existing Touch
    Update an existing Touch in Sendoso
  • Any other action you can think up

  • Show all 24

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