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Customize your Capsule CRM and Workfront 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

Workfront
  • New event Real-time
    New object event in Workfront
  • New object
    New object created in Workfront
  • New or updated object
    New object created or updated in Workfront
  • 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
Workfront
  • Custom action
    Custom action in Workfront (Custom)
  • Create object
    Create an object in Workfront
  • Download document
    Download document in Workfront
  • Search objects
    Search for objects in Workfront
  • Update object
    Update an object in Workfront
  • Upload document
    Upload document in Workfront
  • Any other action you can think up

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