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Customize your Capsule CRM and Slack 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
Slack
- Button click Real-timeNew button click in Slack
- New event Real-timeNew event in Slack
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
Slack
- Custom actionCustom action in Slack (Custom)
- Archive conversationArchive conversation in Slack
- Create conversation (channels and groups)Create conversation in Slack
- Get user infoGet user info by email or user ID
- Invite users to conversationInvite users to conversation in Slack
- Respond to button clickRespond to button click in Slack
- Post messagePost message in Slack
- Set conversation purposeSet conversation purpose in Slack
- Set conversation topicSet conversation topic in Slack
- Unarchive conversationUnarchive conversation in Slack
Any other action you can think up
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