Do everything in one place
Customize your Capsule CRM and OneDrive 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
OneDrive
- New line in CSV fileNew line in CSV file in OneDrive
- New event Real-timeNew event in OneDrive
- New fileNew file in OneDrive
- New folderNew folder in OneDrive
- New/updated fileNew/updated file in OneDrive
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
OneDrive
- Custom actionCustom action in OneDrive (Custom)
- Create folderCreate folder in Microsoft OneDrive
- Add permissionAdd permission to a file or folder in Microsoft OneDrive
- Delete file or folderDelete file or folder in Microsoft OneDrive
- Remove permissionRemove permission for a file or folder in Microsoft OneDrive
- Download FileDownload file contents in Microsoft OneDrive
- List files and folders BatchList files and folders in Microsoft OneDrive
- List permissions BatchList permissions for a file or folder in Microsoft OneDrive
- Search files BatchSearch files in Microsoft OneDrive
- Upload file via file contentUpload file via file content in Microsoft OneDrive
- Upload file from URLUpload file from URL to Microsoft OneDrive
- Upload large file via sessionUpload large file via file session to Microsoft OneDrive
Any other action you can think up
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