Capsule CRM and Coupa integrations and automations

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Customize your Capsule CRM and Coupa 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

Coupa

New or updated object
New or updated object in Coupa

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

Coupa

Custom action
Custom action in Coupa (Custom)
Cancel purchase order
Cancel purchase order in Coupa
Close purchase order
Close purchase order in Coupa
Add file attachment to object
Add a file attachment in Coupa
Create object
Create object in Coupa
Get object by ID
Get objects by ID in Coupa
Get remit to addresses by object ID
Get remit to addresses by object ID in Coupa
Get supplier sites by supplier
Get supplier sites by supplier ID in Coupa
Grant approval
Grant approval in Coupa
Reject approval
Reject approval in Coupa
Search objects Batch
Search objects in Coupa
Set integration run status
Set integration run status in Coupa
Update object
Update object in Coupa

Any other action you can think up

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