Capsule CRM and Cisco Umbrella integrations and automations

Do everything in one place

Customize your Capsule CRM and Cisco Umbrella 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

Cisco Umbrella
  • Create object
    Create an object in Cisco Umbrella (Management)
  • Custom action
    Custom action in Cisco Umbrella (Management)
  • Delete object
    Delete an object in Cisco Umbrella (Management)
  • Get object
    Get an object details in Cisco Umbrella (Management)
  • Search object
    Search for an object in Cisco Umbrella (Management)
  • Update object
    Update an object in Cisco Umbrella (Management)

    • Any other action you can think up

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

  • mgm
  • adobe
  • att
  • atlassian
  • slack

Let’s start automating

Schedule a Demo