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Customize your Capsule CRM and Yext 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

Yext
  • New entity
    New entity in Yext
  • New/updated entity
    New/updated entity in Yext
  • 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

Yext
  • Create entity
    Create entity in Yext
  • Custom action
    Custom action in Yext
  • Get entity by ID
    Get entity by ID in Yext
  • Search entities
    Search entities in Yext
  • Search entities with custom filter
    Search entities with custom filter criteria in Yext
  • Update entity
    Update entity in Yext
  • Any other action you can think up

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