Do everything in one place
Customize your Capsule CRM and Workato FileStorage 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
Workato FileStorage
- New CSV file Batch Real-timeNew CSV file in Workato FileStorage
- New file Real-timeNew file in Workato FileStorage
- New lines in CSV file Batch Real-timeNew CSV lines in file in Workato FileStorage
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
Workato FileStorage
- Append to fileAppend to file in Workato FileStorage
- Generate shareable file linkGenerate shareable file link in Workato FileStorage
- Delete directoryDelete directory in Workato FileStorage
- Delete fileDelete file in Workato FileStorage
- Create directoryCreate directory in Workato FileStorage
- Get file contentsGet file contents in Workato FileStorage
- Rename/move fileRename/move file in Workato FileStorage
- Search files BatchSearch files in Workato FileStorage
- Create fileCreate file in Workato FileStorage
Any other action you can think up
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