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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 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

Sage Live
  • Object created
    Object created in Sage Live
  • Daily object review
    Daily Object review in Sage Live
  • Object created/updated
    Object created/updated in Sage Live
  • 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
    search organizations in Capsule CRM
  • Search people
    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

  • Show all 8
Sage Live
  • Custom action
    Custom action in Sage Live (Custom)
  • Create object
    Create object in Sage Live
  • Get related objects
    Get related object list in Sage Live
  • Search objects
    Search for objects in Sage Live
  • Update object
    Update object in Sage Live
  • Any other action you can think up

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