Do everything in one place
Customize your Capsule CRM and Zuora 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
Zuora
- New/updated orderNew or updated order in Zuora
- New/updated recordNew or updated records in Zuora
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
Zuora
- Custom actionCustom action in Zuora (Custom)
- Create custom record BatchCreate custom record in Zuora
- Create recordCreate record in Zuora
- Get custom recordGet custom record in Zuora
- Get recordGet record by ID in Zuora
- Get order by order number BatchGet order in Zuora by order number
- Get orders by subscription numberGet orders by subscription number in Zuora
- Query records BatchQuery records using ZOQL in Zuora
- Search records BatchSearch records in Zuora
- Update custom record BatchUpdate custom record in Zuora
- Update order trigger dateUpdate trigger date for pending order in Zuora
- Update recordUpdate record in Zuora
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