Do everything in one place
Customize your Capsule CRM and Smart Hr 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
Smart Hr
- New/updated/deleted a crew Real-timeNew/updated/deleted 従業員 in SmartHR
- Imported a CSV file of crews Batch Real-timeImported 従業員 in SmartHR
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
Smart Hr
- Create a new crewCreate 従業員情報 in SmartHR
- Create a departmentCreate 部署情報 in SmartHR
- Custom actionCustom action in SmartHR
- Delete a crewDelete 従業員情報 in SmartHR
- Search business establishmentsSearch for 事業所情報 in SmartHR
- Get crew by IDGet 従業員情報 in SmartHR
- Search crewsSearch for 従業員情報 in SmartHR
- Search departmentsSearch for 部署情報 in SmartHR
- Update a crewUpdate 従業員情報 in SmartHR
- Update a departmentUpdate 部署情報 in SmartHR
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