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Customize your Capsule CRM and Signavio 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
Signavio
- New/updated recordNew/updated record in Signavio Process Manager
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
Signavio
- Copy recordCopy record in Signavio Process Manager
- Create recordCreate record in Signavio Process Manager
- Custom actionCustom action in Signavio Process Manager
- Delete recordDelete record in Signavio Process Manager
- Export diagramExport diagram in Signavio Process Manager
- Get recordGet record in Signavio Process Manager
- Import diagramImport diagram in Signavio Process Manager
- List diagram revisionsList diagram revisions in Signavio Process Manager
- Move recordMove record in Signavio Process Manager
- Rename recordRename record in Signavio Process Manager
- Search recordsSearch records in Signavio Process Manager
- Update recordUpdate record in Signavio Process Manager
Any other action you can think up
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