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Customize your Capsule CRM and SuccessFactors 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
SuccessFactors
- New or updated objectNew or updated records in SuccessFactors
- New or updated objects in batch BatchNew/Updated records in batch in SuccessFactors
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
SuccessFactors
- Custom actionCustom action in SuccessFactors (Custom)
- Search records using OData query BatchSearch records using OData query in SuccessFactors
- Create recordCreates a record in SuccessFactors
- Get record detailsGet record details in SuccessFactors
- Merge recordMerge record in SuccessFactors
- Search records BatchSearch for records in SuccessFactors
- Update recordUpdate record in SuccessFactors
- Upsert records BatchUpsert records in SuccessFactors
- Upsert recordUpsert record in SuccessFactors
Any other action you can think up
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