Integration
Connect Capsule CRM to Anysite
When something happens in Capsule CRM, your agent does the next thing in Anysite. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want Capsule CRM and Anysite to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Triggers and actions 8 triggers ยท 85 actions
Trigger
List projectslist projects (cases/kases), surfacing new ones over time
Trigger
List taskslist tasks, surfacing new ones over time
Trigger
New casePolls for newly created cases in Capsule CRM.
Trigger
New opportunityPolls for newly created opportunities in Capsule CRM.
Trigger
New organizationPolls for newly created organizations in Capsule CRM.
Trigger
New personPolls for newly created people in Capsule CRM.
Trigger
New taskPolls for newly created tasks in Capsule CRM.
Trigger
New userPolls for newly created user accounts in Capsule CRM.
Action
Add additional party to opportunityadd an additional party to an opportunity
Action
Add TaskAdd a task in Capsule CRM (POST /api/v2/tasks), optionally linked to a party.
Action
Complete a taskMarks a task as completed in Capsule CRM.
Action
Create a caseCreates a new case (kase) in Capsule CRM, optionally linked to a party.
Action
Create a new task for organizationThis action creates a new task for the specified organization.
Action
Create an open case for organizationThis action creates a new open case for the specified organization.
Action
Create an open case for personThis action creates a new open case for the specified person.
Action
Create an organizationCreates a new organization party in Capsule CRM.
Action
Create a noteCreates a new note (entry) attached to a party, opportunity, or case in Capsule CRM.
Action
Create a personCreates a new person party in Capsule CRM.
Action
Create a tag for organizationThis action creates a new tag for the specified organization.
Action
Create a tag for personThis action creates a new tag for the specified person.
Action
Create entrycreate an activity entry
Action
Create opportunitycreate an opportunity
Action
Create partycreate a party (person or organization)
Action
Create projectcreate a project (case)
Action
Create tagcreate a tag for an entity type
Action
Delete a partyDeletes a party by id in Capsule CRM.
Action
Delete entrydelete an activity entry
Action
Delete opportunitydelete an opportunity
Action
Delete projectdelete a project
Action
Delete tagdelete a tag
Action
Delete taskdelete a task
Action
Get PartyGet 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 opportunitylist additional parties on an opportunity
Action
List casesLists cases (kases) in Capsule CRM.
Action
List deleted opportunitieslist deleted opportunities
Action
List deleted partieslist deleted parties
Action
List deleted projectslist deleted projects
Action
List employees of partylist people employed at an organization party
Action
List entries by datelist activity entries by date
Action
List entries for entitylist activity entries for a party/opportunity/project
Action
List opportunitiesLists sales opportunities in Capsule CRM.
Action
List opportunities by partylist opportunities for a party
Action
List partiesLists parties (people and organizations) in Capsule CRM.
Action
List projects associated with opportunitylist projects associated with an opportunity
Action
List projects by partylist projects for a party
Action
List tagslist tags for an entity type
Action
List teamslist teams
Action
List tracks for entitylist tracks for an entity
Action
List userslist users
Action
Remove additional party from opportunityremove an additional party from an opportunity
Action
Run filter queryrun a saved/ad-hoc filter query for an entity
Action
Search opportunitiessearch opportunities
Action
Search partiesSearches parties by a free-text query in Capsule CRM.
Action
Search projectssearch projects
Action
Show current userget the authenticated user
Action
Show entryretrieve an activity entry by ID
Action
Show opportunityretrieve an opportunity by ID
Action
Show projectretrieve a project by ID
Action
Show site configget account/site configuration
Action
Show tagretrieve a tag by ID
Action
Show taskretrieve a task by ID
Action
Show userretrieve a user by ID
Action
Update entryupdate an activity entry
Action
Update opportunityupdate an opportunity
Action
Update partyupdate a party
Action
Update projectupdate a project
Action
Update tagupdate a tag
Action
Update taskupdate a task
Action
Update userupdate a user
Action
Upload attachmentupload an attachment
Action
Find Amazon products by search criteriaSearch Amazon product listings by keyword.
Action
Find Google Maps places by search criteriaSearch Google Maps for places by keyword and location.
Action
Find LinkedIn jobs by keywordsSearch LinkedIn job postings by keyword, location, or other criteria.
Action
Find LinkedIn users by keywordsSearch LinkedIn for users matching a name, title, or other criteria.
Action
Find Reddit posts by search criteriaSearch Reddit posts by keyword or subreddit.
Action
Find TikTok videos by search criteriaSearch TikTok videos by keyword or hashtag.
Action
Find X posts by search criteriaSearch X (Twitter) posts by keyword or other criteria.
Action
Find Yelp businesses by termSearch Yelp businesses by keyword and location.
Action
Find YouTube videos by search criteriaSearch YouTube videos by keyword.
Action
Get Amazon productFetch structured product data (price, rating, details) for an Amazon listing by URL or ASIN.
Action
Get Glassdoor company ratingsFetch structured ratings and review summary for a company on Glassdoor.
Action
Get Google Maps placeFetch structured place details (hours, rating, address) from Google Maps by place ID or URL.
Action
Get Instagram profileFetch structured profile data for an Instagram user by username.
Action
Get LinkedIn companyFetch structured company data for a LinkedIn company page by URL.
Action
Get LinkedIn profileFetch structured profile data for a LinkedIn user by profile URL.
Action
Get Reddit postFetch structured data for a Reddit post by URL, including comments.
Action
Get TikTok profileFetch structured profile data for a TikTok user by username.
Action
Get TikTok videoFetch structured data for a TikTok video by URL.
Action
Get X postFetch structured data for an X (Twitter) post by URL or ID.
Action
Get X profileFetch structured profile data for an X (Twitter) user by username.
Action
Get Yelp businessFetch structured business details from Yelp by business URL or ID.
Action
Get YouTube channelFetch structured data for a YouTube channel by URL or handle.
Action
Get YouTube videoFetch structured data for a YouTube video by URL or ID.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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