Integration

Connect Capsule CRM to Bitly

When something happens in Capsule CRM, your agent does the next thing in Bitly. Describe it in plain language and the automation is built, tested on every branch and kept running.

Capsule CRM8 triggersCapsule CRM62 actionsBitly8 triggersBitly25 actions

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What do you want Capsule CRM and Bitly 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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Everything your agent can do with Capsule CRM and Bitly

Triggers and actions 16 triggers · 87 actions

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
Trigger
New Bitlink in Group
Triggers when a new Bitlink appears in the group.
Trigger
New Branded Short Domain
Triggers when a new branded short domain is added.
Trigger
New Channel
Triggers when a new channel is created.
Trigger
New Group
Triggers when a new group is created.
Trigger
New Organization
Triggers when a new organization is created.
Trigger
New QR Code in Group
Triggers when a new QR code appears in the group.
Trigger
New Sorted Bitlink in Group
Triggers when a new Bitlink appears in the group's sorted ranking.
Trigger
New Tag in Group
Triggers when a new tag appears in the group.
Action
Add Custom Bitlink
create a custom (branded) Bitlink
Action
Bulk update bitlinks
bulk update Bitlinks in a group
Action
Create an inline CSV export for a group
create an inline CSV export for a group
Action
Create Bitlink
Shortens a long URL into a Bitlink. Optionally set a title and a branded custom domain.
Action
Delete a Bitlink
delete a Bitlink
Action
Expand Bitlink
Returns the long destination URL for a Bitlink ID (e.g. bit.ly/abc123).
Action
Generate a static QR Code image
generate a static QR code image
Action
Get Group Limit Usage
Returns a Bitly group's current feature limit usage, with the count used for each limit.
Action
Get Plan Limits
Returns all plan limits and their current usage counts for a Bitly organization.
Action
Get Platform Limits
Returns the organization's platform limits and current usage counts per API endpoint.
Action
Get QR Code Image
Fetches a QR code's rendered image by QR code ID. The image is saved to APIANT temporary storage and returned as a file reference, so it can be emailed, uploaded or attached in a later step. An error occurs if the QR code is not found.
Action
Get Top Links and QR Codes by Engagement
Returns a group's top-performing bitlinks and decoupled QR codes ranked by engagement count over a chosen reporting window.
Action
Retrieve Bitlink
Fetches the details of a single Bitlink by its ID (e.g. bit.ly/abc123).
Action
Retrieve Custom Bitlink
Returns the Bitlink that a custom (branded) short link points to, along with that Bitlink's details — destination URL, title, tags, and created timestamp. An error occurs if the custom Bitlink is not found.
Action
Retrieve Group
Fetches a single Bitly group (workspace) by its GUID, returning the group's name, organization, role, status, and branded short domains. An error occurs if the group is not found.
Action
Retrieve Group Preferences
Fetches the preferences for a single Bitly group (workspace) by its GUID, returning the group's default short domain. An error occurs if the group is not found.
Action
Retrieve Organization
Fetches a single Bitly organization by its GUID, returning the organization's name, subscription tier, role, status, and branded short domains. An error occurs if the organization is not found.
Action
Retrieve QR Code
Returns the details of a single QR code by its ID — title, the Bitlink and destination URLs it encodes, its type, tags, and created/updated timestamps. This returns the QR code's information only, not the scannable image file; use Get QR Code Image for that. An error occurs if the QR code is not found.
Action
Retrieve User
Returns the Bitly user account the connection is authenticated as, including its login, name, email addresses, activity flags and default group.
Action
Shorten a Link
shorten a long URL into a Bitlink
Action
Update a Group
update a group
Action
Update a QR Code
update a QR code
Action
Update a User
update the authenticated user
Action
Update Bitlink
Updates a Bitlink's title, tags, or archived state.
Action
Update Group Preferences
update group preferences

Each app on its own

The other way round: Bitly to Capsule CRM