Do everything in one place
Customize your Capsule CRM and Citrix Podio 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
Citrix Podio
- New itemNew item in Citrix Podio
- New/updated itemNew/updated item in Citrix Podio
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
Citrix Podio
- Custom actionCustom action in Citrix Podio (Custom)
- Add itemAdd item in Citrix Podio
- Get item by idGet item by id in Citrix Podio
- Update itemUpdate item in Citrix Podio
Any other action you can think up
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