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Customize your Capsule CRM and iLevel 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
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
iLevel
- Check batch errorsCheck Batch errors in iLevel
- Check batch statusCheck Batch status in iLevel
- Create recordCreate record in iLevel
- Custom actionCustom action in iLevel
- Delete recordDelete record in iLevel
- Get record detailsGet details of specific record in iLevel
- List batch resultsList Batch results in iLevel
- List external ID typesList External ID types in iLevel
- Search recordsSearch for records in iLevel
- Update recordUpdate record in iLevel
Any other action you can think up
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