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Customize your Capsule CRM and Orderful 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
Orderful
- New transactions from poller bucket BatchNew transactions from poller bucket in Orderful
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
Orderful
- Custom actionCustom action in Orderful (Custom)
- Approve deliveryApprove delivery in Orderful
- Convert data formatConvert data format in Orderful
- Create recordCreate record in Orderful
- Fail deliveryFail delivery in Orderful
- Generate labelGenerate label in Orderful
- Get recordGet record in Orderful
- List transactions from polling bucketList transactions from polling bucket in Orderful
Any other action you can think up
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