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Customize your Capsule CRM and Callable recipes by Workato 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

Callable recipes by Workato
  • New call for recipe Real-time
    New call for callable recipe
  • 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
Callable recipes by Workato
  • Call recipe (synchronous)
    Call recipe
  • Call recipe (asynchronous)
    Call recipe (do not wait for response)
  • Return response from recipe
    Return response from
  • Wait for async calls
    Wait for async calls to complete
  • Any other action you can think up

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