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Customize your Capsule CRM and Cloud BOT 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

Cloud BOT
  • When BOT execution is completed Real-time
    BOT execution completed in Cloud BOT
  • 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

Cloud BOT
  • Download File
    Download file contents from Cloud BOT
  • Execute BOT
    Execute BOT in Cloud BOT
  • Upload File
    Upload file to Cloud BOT
  • Any other action you can think up

The wonders of Workato

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  • Build bots. Put them to work

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  • atlassian
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