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Customize your Capsule CRM and DOMO 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

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
    search organizations in Capsule CRM
  • Search people
    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

  • Show all 8
DOMO
  • Add user to group
    Add User to group in Domo
  • Create record
    Create record in Domo
  • Custom action
    Custom action in Domo
  • Delete record
    Delete record in Domo
  • Export data
    Export Data from Dataset in Domo
  • Get record details
    Get record details by ID in Domo
  • Import data
    Import Data into Dataset in Domo
  • Remove user from group
    Remove User from group in Domo
  • Search records
    Search records in Domo
  • Update record
    Update record in Domo
  • Any other action you can think up

  • Show all 10

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