Capsule CRM and ServiceNow integrations and automations

Do everything in one place

Customize your Capsule CRM and ServiceNow 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

ServiceNow
  • New record
    New record in a table in ServiceNow
  • New record Real-time
    New record in a table in ServiceNow
  • New record Batch
    New record in a table in ServiceNow
  • New/updated record Batch
    New/updated record in a table in ServiceNow
  • Export new records
    Export new records in a table in ServiceNow
  • Export new/updated records
    Export new/updated records in a table in ServiceNow
  • Scheduled record search Batch
    Scheduled record search using query in ServiceNow
  • New/updated record
    New/updated record in a table in ServiceNow
  • New/updated record Real-time
    New/updated record in a table in ServiceNow

    • 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

ServiceNow
  • Custom action
    Custom action in ServiceNow (Custom)
  • Create record
    Create record in a table in ServiceNow
  • Create record using a template
    Create record in a table using a template in ServiceNow
  • Get attachment contents
    Get attachment contents in ServiceNow
  • Get object schema
    Get object schema from ServiceNow
  • Search records Batch
    Search for records in a table in ServiceNow
  • Search records using query Batch
    Search for records using query in a table in ServiceNow
  • Update record
    Update record in a table in ServiceNow
  • Update record using a template
    Update record in a table using a template in ServiceNow
  • Upload attachment
    Upload attachment in ServiceNow

    • Any other action you can think up

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