Capsule CRM and SFTP integrations and automations

Do everything in one place

Customize your Capsule CRM and SFTP 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

SFTP

New/updated CSV file in directory Batch
New/updated CSV file in directory on SFTP server
New/updated file in directory
New/updated file in directory on SFTP server

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

SFTP

List folder Batch
List folder in SFTP server
Create folder
Create folder in SFTP server
Delete file
Delete file in SFTP server
Delete folder
Delete folder in SFTP server
Rename/move file
Rename/move file in SFTP server
Search files/folders Batch
Search files or folders in SFTP server
Get file information
Get file information from SFTP server
Download file
Download file from SFTP server
Upload file
Upload file to SFTP server

Any other action you can think up

The wonders of Workato

Easily set up as many intelligent automations you need.

1000s of ready-to-use templates
Accelerate work with intelligent automation
Do it yourself, faster
Build bots. Put them to work

Market leaders run on Workato

Let’s start automating

Schedule a Demo