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Customize your Capsule CRM and Slack 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

Slack
  • Button click Real-time
    New button click in Slack
  • New event Real-time
    New event in Slack
  • 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
Slack
  • Custom action
    Custom action in Slack (Custom)
  • Archive conversation
    Archive conversation in Slack
  • Create conversation (channels and groups)
    Create conversation in Slack
  • Get user by email
    Get user info by email
  • Invite users to conversation
    Invite users to conversation in Slack
  • Respond to button click
    Respond to button click in Slack
  • Post message
    Post message in Slack
  • Set conversation purpose
    Set conversation purpose in Slack
  • Set conversation topic
    Set conversation topic in Slack
  • Unarchive conversation
    Unarchive conversation in Slack
  • Any other action you can think up

  • Show all 10

Let us tailor your Capsule CRM and Slack integrations

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