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Customize your Capsule CRM and PostgreSQL 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
PostgreSQL
- New rowNew row in a table in PostgreSQL
- New rows BatchNew batch of rows in a table in PostgreSQL
- New/updated rowNew/updated row in a table in PostgreSQL
- New/updated rows BatchNew/updated batch of rows in a table in PostgreSQL
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
PostgreSQL
- Delete rows BatchDelete rows in a table in PostgreSQL
- Export query resultExport query result as a CSV file in PostgreSQL
- Insert rowInsert row in a table in PostgreSQL
- Run custom SQL BatchRun custom SQL in PostgreSQL
- Run long query using custom SQLRun long query using custom SQL in PostgreSQL
- Select rows BatchSelect rows in a table in PostgreSQL
- Select rows using custom SQL BatchSelect rows using custom SQL in PostgreSQL
- Get table schemaGet table schema for PostgreSQL
- Update rowsUpdate rows in a table in PostgreSQL
- Upsert rows BatchUpsert batch of rows in a table in PostgreSQL
Any other action you can think up
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