Capsule CRM and Percolate integrations and automations

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Customize your Capsule CRM and Percolate 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

Percolate
  • Deleted object Real-time
    Deleted object in Percolate
  • New object Real-time
    New object in Percolate
  • New or Updated object Real-time
    New or updated object in Percolate

    • 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

Percolate
  • Custom action
    Custom action in Percolate (Custom)
  • Check content workflow step
    Check content workflow step in Percolate
  • Copy asset
    Copy an asset in Percolate
  • Create object
    Create a object in Percolate
  • Custom action
    Custom action in Percolate
  • Download asset
    Download an asset in Percolate
  • Get object details by ID
    Get object details by ID in Percolate
  • Search objects Batch
    Search for objects in Percolate
  • Update object
    Update a object in Percolate
  • Update object's production workflow step
    Update object's production workflow step in Percolate
  • Upload asset
    Upload an asset in Percolate

    • Any other action you can think up

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