Capsule CRM and Deputy integrations and automations

Do everything in one place

Customize your Capsule CRM and Deputy 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

Deputy
  • New employee
    New employee in Deputy
  • New leave
    New leave in Deputy
  • New timesheet
    New timesheet in Deputy

    • 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

Deputy
  • Custom action
    Custom action in Deputy (Custom)
  • Associate employee
    Associate an employee in Deputy
  • Create employee
    Create employee in Deputy
  • Create resource
    Create resource in Deputy
  • Create sales data
    Create sales data in Deputy
  • Create task
    Create task in Deputy
  • Unassociate employee
    Unassociate an employee in Deputy
  • Get resource
    Get resource in Deputy
  • Search employees Batch
    Search employees in Deputy
  • Search resources Batch
    Search resources in Deputy
  • Search operational unit Batch
    Search operational unit in Deputy
  • Update employee
    Update employee in Deputy
  • Update resource
    Update an existing resource in Deputy

    • Any other action you can think up

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