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Customize your Capsule CRM and Gravity Forms 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
Gravity Forms
- New entryNew entry in Gravity Forms
- New entry in Gravity formNew entry in Gravity Forms
- New/updated entry in Gravity formNew/updated entry in Gravity Forms
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
Gravity Forms
- Create entryCreate entry in Gravity Forms
- Custom actionCustom action in Gravity Forms
- Get entryGet entry by ID in Gravity Forms
- Get form by IDGet a form by ID in Gravity Forms
- List formsList all forms in Gravity Forms
- Search entriesSearch entries in Gravity Forms
- Update entryUpdate entry in Gravity Forms
Any other action you can think up
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