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Customize your Capsule CRM and ServiceNow 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

ServiceNow
  • New record
    New record in a table in ServiceNow
  • New record Real-time
    New record in a table in ServiceNow
  • New record Batch
    New record in a table in ServiceNow
  • New/updated record Batch
    New/updated record in a table in ServiceNow
  • Scheduled record search Batch
    Scheduled record search using query in ServiceNow
  • New/updated record
    New/updated record in a table in ServiceNow
  • New/updated record Real-time
    New/updated record in a table in ServiceNow
  • 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
ServiceNow
  • Custom action
    Custom action in ServiceNow (Custom)
  • Create record
    Create record in a table in ServiceNow
  • Create record using a template
    Create record in a table using a template in ServiceNow
  • Search records
    Search for records in a table in ServiceNow
  • Search records using query
    Search for records using query in a table in ServiceNow
  • Update record
    Update record in a table in ServiceNow
  • Update record using a template
    Update record in a table using a template in ServiceNow
  • Any other action you can think up

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