Acumatica ERP and Capsule CRM integrations and automations

Seamlessly connect Acumatica ERP and Capsule CRM. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

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Build powerful workflows, fast

Triggers

When this happens…

Acumatica ERP
  • New/updated record Batch
    New/updated record in Acumatica ERP
  • New event Real-time
    New event in Acumatica ERP
  • New/updated record
    New/updated record in Acumatica ERP

    • Any other trigger you can think up

Capsule CRM
  • New event Real-time
    New event in Capsule CRM
  • New record
    New record in Capsule CRM.

    • Any other trigger you can think up

Actions

Do this…

Acumatica ERP
  • Create record
    Create record in Acumatica ERP
  • Create records in batches Batch
    Create record in Acumatica ERP
  • Custom action
    Custom action in Acumatica ERP
  • Delete record
    Delete record in Acumatica ERP
  • Get record details
    Get record by ID in Acumatica ERP
  • Search records
    Search for records in Acumatica ERP
  • Update record
    Update record in Acumatica ERP
  • Update records in batches Batch
    Update record in Acumatica ERP

    • Any other action you can think up

Capsule CRM
  • Custom action
    Custom action in Capsule CRM (Custom)
  • Create record
    Create record in Capsule CRM
  • Get record details by ID
    Get record by ID in Capsule CRM
  • Search records
    Search records in Capsule CRM
  • Update record
    Update record in Capsule CRM

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation

Let’s start automating

Schedule a Demo