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Customize your Capsule CRM and Copper 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
Copper
- New/updated recordNew/updated record in Copper
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
Copper
- Create recordCreate record in Copper
- Custom actionCustom action in Copper
- Delete recordDelete record in Copper
- Get record detailsGet details of specific record in Copper
- Search recordsSearch for records in Copper
- Update recordUpdate record in Copper
- Upsert recordUpsert record in Copper
Any other action you can think up
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