Do everything in one place
Customize your Capsule CRM and Lever 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
Lever
- New event Real-timeNew event of object in Lever
- New/updated recordNew/updated record in Lever
- New recordNew record in Lever
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
Lever
- Custom actionCustom action in (Custom)
- Add field to opportunityAdd field to opportunity in Lever
- Apply to a postingApply to a posting in Lever
- Create recordCreate record in Lever
- Deactivate userDeactivate a user in Lever
- Delete recordDelete record in Lever
- Download fileDownload record in Lever
- Get recordGet record in Lever
- Reactivate userReactivate a user in Lever
- Remove field from opportunityRemove field from opportunity in Lever
- Search recordsSearch records in Lever
- Update recordUpdate record in Lever
- Upload fileUpload record in Lever
Any other action you can think up
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