Do everything in one place
Customize your Capsule CRM and DOMO 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
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
DOMO
- Add user to groupAdd User to group in Domo
- Create recordCreate record in Domo
- Custom actionCustom action in Domo
- Delete recordDelete record in Domo
- Export dataExport Data from Dataset in Domo
- Get record detailsGet record details by ID in Domo
- Import dataImport Data into Dataset in Domo
- Remove user from groupRemove User from group in Domo
- Search recordsSearch records in Domo
- Update recordUpdate record in Domo
Any other action you can think up
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