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Customize your Capsule CRM and Lightspeed Commerce 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
Lightspeed Commerce
- New consignmentNew consignment in Lightspeed Commerce
- New/updated customerNew/updated customer in Lightspeed Commerce
- New inventory recordNew inventory record in Lightspeed Commerce
- New/updated productNew/updated product in Lightspeed Commerce
- New saleNew sale in Lightspeed Commerce
- New/updated consignmentNew/updated consignment in Lightspeed Commerce
- New/updated inventory recordNew/updated inventory record in Lightspeed Commerce
- New/updated saleNew/updated sale in Lightspeed Commerce
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
Lightspeed Commerce
- Custom actionCustom action in Lightspeed Commerce (Custom)
- Add payment to register saleAdd payment to register sale in Lightspeed Commerce
- Create customerCreate customer in Lightspeed Commerce
- Create productCreate product in Lightspeed Commerce
- Create register saleCreate register sale in Lightspeed Commerce
- Get customer details by IDGet customer details in Lightspeed Commerce
- Get sale details by IDGet sale details in Lightspeed Commerce
- Search customers BatchSearch customers by code or email in Lightspeed Commerce
- Search product BatchSearch product in Lightspeed Commerce
- Update customerUpdate customer in Lightspeed Commerce
- Update productUpdate product in Lightspeed Commerce
Any other action you can think up
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