Do everything in one place

Customize your Capsule CRM and Microsoft Graph Api 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

Microsoft Graph Api
  • New mail message
    New mail message in mail message Microsoft Graph API
  • New row in sheet
    New row in Microsoft Office 365 Excel sheet
  • 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

Microsoft Graph Api
  • Custom action
    Custom action in Microsoft Graph API (Custom)
  • Create record
    Create record using Microsoft Graph API
  • Delete record
    Delete record using Microsoft Graph API
  • Download file
    Download file using Microsoft Graph API
  • Get record
    Get record using Microsoft Graph API
  • Move mail message
    Move mail message in Microsoft Graph API
  • Search records
    Search record using Microsoft Graph API
  • Send mail message
    Send mail message in Microsoft Graph API
  • Update record
    Update record using Microsoft Graph API
  • Upload file
    Upload file using Microsoft Graph API
  • Any other action you can think up

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