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Customize your Capsule CRM and Cisco Webex Teams integration with the following
triggers and actions.
Triggers
When this happens…
Capsule CRM
- New opportunityNew opportunity in Capsule CRM
- New organizationNew organization in Capsule CRM
- New opportunity from a specific partyNew party opportunity in Capsule CRM
- New personNew person in Capsule CRM
Any other trigger you can think up
Cisco Webex Teams
- New button submission Real-timeNew button submission in Webex Teams
- New message Real-timeNew message in Webex Teams
Any other trigger you can think up
Actions
Do this…
Capsule CRM
- Add opportunityAdd opportunity to Capsule CRM
- Add organizationAdd organization to Capsule CRM
- Add personAdd person to Capsule CRM
- Search organizations Batchsearch organizations in Capsule CRM
- Search people Batchsearch people in Capsule CRM
- Update opportunityUpdate opportunity to Capsule CRM
- Update organizationUpdate organization to Capsule CRM
- Update personUpdate person to Capsule CRM
Any other action you can think up
Cisco Webex Teams
- Custom actionCustom action in Cisco Webex Teams (Custom)
- Add person to roomAdd person to room
- Create roomCreate room in Webex Teams
- Get attachment detailsGet attachment details in Webex Teams
- Get message detailsGet message details in Webex Teams
- Get person detailsGet person details in Webex Teams
- Get room detailsGet room details in Webex Teams
- Post messagePost message in Webex Teams
- Update roomUpdate room topic in Webex Teams
Any other action you can think up
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