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Customize your Capsule CRM and Quickbase 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

Quickbase
  • New record
    New record in Quickbase
  • New record Real-time
    New record in Quickbase
  • Scheduled record search using query Batch
    Scheduled record search using query in Quickbase
  • New/updated record
    New/updated record in Quickbase
  • New/updated record Real-time
    New/updated record in Quickbase
  • 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

Quickbase
  • Custom action
    Custom action in Quickbase (Custom)
  • Create record
    Create record in Quickbase
  • Create and update records in bulk from CSV file Batch
    Create and update records in bulk from CSV file into Quickbase
  • Delete record
    Delete record from Quickbase
  • Download attachment
    Download attachment from Quickbase
  • Update record
    Update record in Quickbase
  • Get records from report in Quickbase Batch
    Get records from report in Quickbase
  • Delete records in a report Batch
    Delete records in a report in Quickbase
  • Search records Batch
    Search for records in Quickbase
  • Any other action you can think up

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