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Customize your Capsule CRM and Google Drive (Custom) 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
Google Drive (Custom)
- New fileNew File in Google Drive (Custom)
- New/updated fileNew/updated File in Google Drive (Custom)
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
Google Drive (Custom)
- Create permissionCreate Permission for a file in Google Drive (Custom)
- Custom actionCustom action in Google Drive
- Delete permissionDelete Permission for a file in Google Drive (Custom)
- Get file by IDGet File by ID in Google Drive (Custom)
- Get permission by IDGet File permission by ID in Google Drive (Custom)
- Rename or move file/folderRename/move File or Folder in Google Drive
- Search filesSearch Files in Google Drive (Custom)
- Search permissionsSearch Permissions in Google Drive (Custom)
- Search shared drivesSearch Shared drives in Google Drive (Custom)
- Upload fileUpload File in Google Drive
Any other action you can think up
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