Capsule CRM and Namely integrations and automations

Do everything in one place

Customize your Capsule CRM and Namely 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

Namely
  • New event
    New event in Namely
  • New employee profile
    New employee profile in Namely
  • New/updated employee profile
    New or updated employee profile in Namely

    • 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

Namely
  • Custom action
    Custom action in Namely (Custom)
  • Create status post
    Post new status on Namely
  • Get employee profile details by ID
    Get employee profile details in Namely
  • Post comment
    Post comment in Namely
  • Search people profiles Batch
    Search people profiles in Namely
  • Update people profile
    Update people profile in Namely

    • Any other action you can think up

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