Capsule CRM and ServiceNow integrations and automations

Do everything in one place

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

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

ServiceNow
  • Custom action
    Custom action in ServiceNow (Custom) (Custom)
  • Add relation to configuration item
    Add relation to configuration item in ServiceNow
  • Create configuration item
    Create configuration item in ServiceNow
  • Delete configuration item relation
    Delete configuration item relation in ServiceNow
  • Get configuration item
    Get configuration item in ServiceNow
  • Search configuration items
    Search configuration items in ServiceNow
  • Update configuration item
    Update configuration item in ServiceNow

    • Any other action you can think up

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