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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 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

Gravity Forms
  • New entry
    New entry in Gravity Forms
  • New entry in Gravity form
    New entry in Gravity Forms
  • New/updated entry in Gravity form
    New/updated entry in Gravity Forms
  • 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

Gravity Forms
  • Create entry
    Create entry in Gravity Forms
  • Custom action
    Custom action in Gravity Forms
  • Get entry
    Get entry by ID in Gravity Forms
  • Get form by ID
    Get a form by ID in Gravity Forms
  • List forms
    List all forms in Gravity Forms
  • Search entries
    Search entries in Gravity Forms
  • Update entry
    Update entry in Gravity Forms
  • Any other action you can think up

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