Do everything in one place
Customize your Capsule CRM and Ring Central Video 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
Ring Central Video
- Make calloutMake callout in RingCentral Video
- Cancel ringout callCancel ringout call in RingCentral Video
- Create objectCreate an object in RingCentral Video
- Custom actionCustom action in RingCentral Video
- Delete objectDelete an object in RingCentral Video
- Get objectGet an object in RingCentral Video
- Join teamJoin a team in RingCentral Video
- Leave teamLeave a team in RingCentral Video
- Make ringout callMake ringout call in RingCentral Video
- Publish notePublish a note in RingCentral Video
- Reply with textReply with text in RingCentral Video
- Search objectSearch an object in RingCentral Video
- Send SMSSend SMS in RingCentral Video
- Update objectUpdate an object in RingCentral Video
Any other action you can think up
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