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Customize your Capsule CRM and Sage Live 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
Sage Live
- Object createdObject created in Sage Live
- Daily object reviewDaily Object review in Sage Live
- Object created/updatedObject created/updated in Sage Live
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
Sage Live
- Custom actionCustom action in Sage Live (Custom)
- Create objectCreate object in Sage Live
- Get related objects BatchGet related object list in Sage Live
- Search objects BatchSearch for objects in Sage Live
- Update objectUpdate object in Sage Live
Any other action you can think up
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