Do everything in one place

Customize your Capsule CRM and Smartsheet 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

Smartsheet
  • New or updated row in a sheet Real-time
    New or updated row in Smartsheet
  • New or updated row in report
    New or updated row in report in Smartsheet
  • New row in report
    New row in report in Smartsheet
  • 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
Smartsheet
  • Custom action
    Custom action in Smartsheet (Custom)
  • Create row
    Create row in Smartsheet
  • Get row by ID
    Get row by ID in Smartsheet
  • Search rows
    Search rows in Smartsheet
  • Update row
    Update row in Smartsheet
  • Any other action you can think up

Let us tailor your Capsule CRM and Smartsheet integrations

Pre-built Capsule CRM and Smartsheet Automations

See more

The wonders of Workato

Easily set up as many intelligent automations you need.
1000s of ready-to-use templates
Accelerate work with intelligent automation
Do it yourself, faster
Build bots. Put them to work

Market leaders run on Workato