Capsule CRM and CupixWorks integrations and automations

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Customize your Capsule CRM and CupixWorks 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

CupixWorks

Create Annotation Real-time
New annotation event in Cupix
Create Comment Real-time
New comment event in Cupix
Delete Annotation Real-time
New annotation event in Cupix
Delete Comment Real-time
New comment event in Cupix
Processing finalized Area Real-time
New area event in Cupix
Update Annotation Real-time
New annotation event in Cupix
Update Comment Real-time
New comment event in Cupix
Uploaded Area Real-time
New area event in Cupix

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

CupixWorks

Create new comment
Create new comment in Cupix
Delete select comment
Delete a comment in Cupix
Update select comment
Update a comment in Cupix

Any other action you can think up

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