Connect Breeze to Capsule CRM

Both apps 106Breeze 36Capsule CRM 70

• Trigger
  New Project

  Triggers when a new project is created in Breeze.

• Trigger
  New Task

  Triggers when a new task is created in the selected Breeze project.

• Trigger
  Project Renamed

  Triggers when a Breeze project is given a new name.

• Trigger
  Tag Added to Task

  Triggers when a tag is added to a task in the selected Breeze project.

• Trigger
  Task Moved

  Triggers when a task is moved to a different list in the selected Breeze project.

• Trigger
  Task Status Updated

  Triggers when a task's status changes in the selected Breeze project.

• Action
  Add comment

  Adds a comment to a task in a Breeze project. Returns the comment that was created.

• Action
  Add list

  Adds a new list to a Breeze project. Returns the list that was created.

• Action
  Add time entry

  Logs a time entry against a task in a Breeze project. Returns the time entry that was created.

• Action
  Add todo

  Adds a checklist item to a task in a Breeze project. Returns the checklist item that was created.

• Action
  Create New Project

  Creates a new project in Breeze. Returns the project that was created.

• Action
  Create New Task

  Creates a new task (card) in a Breeze project. Returns the task that was created.

• Action
  Delete card

  Deletes a task (card) from a Breeze project.

• Action
  Delete comment

  Deletes a comment from a task in a Breeze project.

• Action
  Delete list

  Deletes a list from a Breeze project.

• Action
  Delete project

  Deletes a project from Breeze.

• Action
  Delete time entry

  Deletes a time entry from a task in a Breeze project.

• Action
  Delete todo

  Deletes a checklist item from a task in a Breeze project.

• Action
  Find Project

  Returns the Breeze projects whose name contains the text you supply.

• Action
  Generate time tracking report

  Generates a time tracking report for a date range, optionally limited to certain projects, people, lists or tags.

• Action
  Get card

  Returns a single task (card) from a Breeze project, including its checklists, comments count, time entries and custom field values.

• Action
  Get project

  Returns a single Breeze project, including its budget, members and tracked time.

• Action
  List cards

  Returns the tasks (cards) in a Breeze project, 100 per page.

• Action
  List comments

  Returns the comments on a task in a Breeze project.

• Action
  List lists

  Returns the lists in a Breeze project.

• Action
  List projects

  Returns all active projects in the Breeze account.

• Action
  List time entries

  Returns the time entries logged against a task in a Breeze project.

• Action
  List todos

  Returns the items on a checklist of a task in a Breeze project.

• Action
  List users

  Returns the people on your Breeze team.

• Action
  Move card

  Moves a task to another list, or to another position within its list.

• Action
  Update card

  Updates a task in a Breeze project. Only the values you supply are changed. Returns the updated task.

• Action
  Update comment

  Changes the text of a comment on a task in a Breeze project. Returns the updated comment.

• Action
  Update list

  Renames a list in a Breeze project. Returns the updated list.

• Action
  Update project

  Updates a Breeze project. Only the values you supply are changed. Returns the updated project.

• Action
  Update time entry

  Updates a time entry on a task in a Breeze project. Only the values you supply are changed. Returns the updated time entry.

• Action
  Update todo

  Updates a checklist item on a task in a Breeze project. Only the values you supply are changed. Returns the updated item.

• Trigger
  List projects

  list projects (cases/kases), surfacing new ones over time

• Trigger
  List tasks

  list tasks, surfacing new ones over time

• Trigger
  New case

  Polls for newly created cases in Capsule CRM.

• Trigger
  New opportunity

  Polls for newly created opportunities in Capsule CRM.

• Trigger
  New organization

  Polls for newly created organizations in Capsule CRM.

• Trigger
  New person

  Polls for newly created people in Capsule CRM.

• Trigger
  New task

  Polls for newly created tasks in Capsule CRM.

• Trigger
  New user

  Polls for newly created user accounts in Capsule CRM.

• Action
  Add additional party to opportunity

  add an additional party to an opportunity

• Action
  Add Task

  Add a task in Capsule CRM (POST /api/v2/tasks), optionally linked to a party.

• Action
  Complete a task

  Marks a task as completed in Capsule CRM.

• Action
  Create a case

  Creates a new case (kase) in Capsule CRM, optionally linked to a party.

• Action
  Create a new task for organization

  This action creates a new task for the specified organization.

• Action
  Create an open case for organization

  This action creates a new open case for the specified organization.

• Action
  Create an open case for person

  This action creates a new open case for the specified person.

• Action
  Create an organization

  Creates a new organization party in Capsule CRM.

• Action
  Create a note

  Creates a new note (entry) attached to a party, opportunity, or case in Capsule CRM.

• Action
  Create a person

  Creates a new person party in Capsule CRM.

• Action
  Create a tag for organization

  This action creates a new tag for the specified organization.

• Action
  Create a tag for person

  This action creates a new tag for the specified person.

• Action
  Create entry

  create an activity entry

• Action
  Create opportunity

  create an opportunity

• Action
  Create party

  create a party (person or organization)

• Action
  Create project

  create a project (case)

• Action
  Create tag

  create a tag for an entity type

• Action
  Delete a party

  Deletes a party by id in Capsule CRM.

• Action
  Delete entry

  delete an activity entry

• Action
  Delete opportunity

  delete an opportunity

• Action
  Delete project

  delete a project

• Action
  Delete tag

  delete a tag

• Action
  Delete task

  delete a task

• Action
  Get Party

  Get a party (person or organization) in Capsule CRM, including its custom fields both raw and flattened by field-definition id.

• Action
  List additional parties for opportunity

  list additional parties on an opportunity

• Action
  List cases

  Lists cases (kases) in Capsule CRM.

• Action
  List deleted opportunities

  list deleted opportunities

• Action
  List deleted parties

  list deleted parties

• Action
  List deleted projects

  list deleted projects

• Action
  List employees of party

  list people employed at an organization party

• Action
  List entries by date

  list activity entries by date

• Action
  List entries for entity

  list activity entries for a party/opportunity/project

• Action
  List opportunities

  Lists sales opportunities in Capsule CRM.

• Action
  List opportunities by party

  list opportunities for a party

• Action
  List parties

  Lists parties (people and organizations) in Capsule CRM.

• Action
  List projects associated with opportunity

  list projects associated with an opportunity

• Action
  List projects by party

  list projects for a party

• Action
  List tags

  list tags for an entity type

• Action
  List teams

  list teams

• Action
  List tracks for entity

  list tracks for an entity

• Action
  List users

  list users

• Action
  Remove additional party from opportunity

  remove an additional party from an opportunity

• Action
  Run filter query

  run a saved/ad-hoc filter query for an entity

• Action
  Search opportunities

  search opportunities

• Action
  Search parties

  Searches parties by a free-text query in Capsule CRM.

• Action
  Search projects

  search projects

• Action
  Show current user

  get the authenticated user

• Action
  Show entry

  retrieve an activity entry by ID

• Action
  Show opportunity

  retrieve an opportunity by ID

• Action
  Show project

  retrieve a project by ID

• Action
  Show site config

  get account/site configuration

• Action
  Show tag

  retrieve a tag by ID

• Action
  Show task

  retrieve a task by ID

• Action
  Show user

  retrieve a user by ID

• Action
  Update entry

  update an activity entry

• Action
  Update opportunity

  update an opportunity

• Action
  Update party

  update a party

• Action
  Update project

  update a project

• Action
  Update tag

  update a tag

• Action
  Update task

  update a task

• Action
  Update user

  update a user

• Action
  Upload attachment

  upload an attachment

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.