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Customize your Capsule CRM and Workforce 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
    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
Workforce
  • Approves the time-off request
    Approves the time-off request in Workforce
  • Changes a time-off request status
    Changes a time-off request status in Workforce
  • Get leave balance by employee
    Get leave balance by employee in Workforce
  • Get periods by employee
    Get periods by employee in Workforce
  • Gets details for a time off request
    Gets details for a time off request in Workforce
  • Get version
    Get version in Workforce
  • Rejects the time-off request
    Rejects the time-off request in Workforce
  • Submits a time off request
    Submits a time off request in Workforce
  • Validate token
    Validate token in Workforce
  • Any other action you can think up

  • Show all 9

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