Connect Capsule CRM to Ashby

Both apps 87Capsule CRM 70Ashby 17

• 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, 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

• Action
  Add candidate tag

  Adds an existing tag to a candidate in Ashby and returns the updated candidate.

• Action
  Add job

  Creates a new job in Ashby with a title, department/team and location, optionally applying a job template, interview plan, employment type and brand.

• Action
  Add offer

  Creates an offer for a candidate's application in Ashby by submitting the offer form for an offer process that has already been started.

• Action
  Change Job Consideration Stage

  Moves a candidate's application (their consideration for a job) to a different interview stage, optionally with an archive reason and rejection email when archiving.

• Action
  Consider Candidate for Job

  Considers a candidate for a job in Ashby by creating a new application, optionally placing it in a specific interview plan and stage with a source and credited user.

• Action
  Create Candidate

  Creates a new candidate in Ashby with their name, contact details, social profiles, location and source.

• Action
  Create Candidate Note

  Adds a note to a candidate's profile in Ashby, optionally as HTML, private, or with notifications to subscribed users.

• Action
  Find Candidate

  Returns up to 100 candidates whose email address and/or name match the values you supply.

• Action
  Find Job

  Returns up to 100 jobs whose title or requisition ID matches the text you search for.

• Action
  Find Job Consideration

  Returns the applications (candidates being considered) for a job in Ashby, optionally narrowed by application status and creation date.

• Action
  Find Opening

  Returns the openings whose identifier matches the one you supply, including each opening's state, jobs, locations, hiring team and custom fields.

• Action
  Get candidate

  Returns the full details of a single Ashby candidate, including contact info, tags, applications, files and custom field values.

• Action
  List departments

  Returns all departments and teams in your Ashby account, optionally including archived ones or only those changed since a previous sync.

• Action
  List locations

  Returns the office and remote locations set up in your Ashby account, optionally including archived locations and regions.

• Action
  Update Candidate

  Updates an existing candidate's name, contact details, social links, source, credited user and location in Ashby. Fields left blank are not changed.

• Action
  Update job

  Updates an existing job in Ashby — its title, team, location, default interview plan, employment type or requisition id.

• Action
  Update Opening

  Updates an existing opening in Ashby, such as its identifier, description, department, target dates, backfill flag or employment type. Returns the updated opening.

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