Connect Capsule CRM to Brevo

Both apps 101Capsule CRM 70Brevo 31

• 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
  Company Added

  Triggers when a company is created in Brevo.

• Trigger
  Company Updated

  Triggers when a company is updated in Brevo.

• Trigger
  Contact Added

  Triggers when a Brevo contact is added.

• Trigger
  Contact Subscribed to List (instant)

  Instant trigger — fires when a contact is added to a list (Brevo marketing webhook event listAddition). Self-registering via the Brevo Create/Delete webhook API.

• Trigger
  Contact Unsubscribed

  Triggers when a contact unsubscribes from an email campaign in Brevo.

• Trigger
  Contact Updated (instant)

  Instant trigger — fires when a contact is updated (Brevo marketing webhook event contactUpdated). Self-registering via the Brevo Create/Delete webhook API.

• Trigger
  Deal Added

  Triggers when a deal is created in Brevo.

• Trigger
  Deal Stage Updated

  Triggers when a deal's stage is updated in Brevo.

• Trigger
  Link Clicked

  Triggers when a Brevo contact clicks on any link in a Brevo email campaign.

• Trigger
  Marketing Email Delivered

  Triggers when a Brevo campaign marketing email is delivered.

• Trigger
  Marketing Email Hard Bounced

  Triggers when a Brevo campaign marketing email is hard bounced.

• Trigger
  Marketing Email Opened

  Triggers when a Brevo campaign marketing email is opened.

• Trigger
  New Campaign Status

  Triggers when the status of a Brevo campaign is updated.

• Trigger
  Transactional Email Delivered

  Triggers when a Brevo transactional email is delivered.

• Trigger
  Transactional Email Hard Bounced

  Triggers when a Brevo transactional email is hard bounced.

• Trigger
  Transactional Email Opened

  Triggers when a Brevo transactional email is opened.

• Action
  Add or Update Associations

  Adds or updates associations to companies, deals or contacts in Brevo.

• Action
  Add or Update Company

  Create a new company or update an existing one in Brevo.

• Action
  Add or Update Contact

  Creates or updates a contact. An attribute you map but leave EMPTY is IGNORED - the stored value is preserved, not deleted. Because of that, this action cannot CLEAR an attribute: to empty one, edit it in Brevo directly. Note an explicit null does not clear on Brevo either.

• Action
  Add or Update Deal

  Create a new deal or update an existing one in Brevo.

• Action
  Delete Company

  Deletes the selected company in Brevo, identified by its company ID.

• Action
  Delete Contact

  Deletes the selected contact in Brevo. The contact can be identified by its email address or its contact ID.

• Action
  Delete Deal

  Deletes the selected deal in Brevo, identified by its deal ID.

• Action
  Event Create

  Create event for selected contact.

• Action
  Find Company

  Finds companies in Brevo whose name matches the name you supply. Returns every match, up to 50.

• Action
  Find Deal

  Finds deals in Brevo whose name matches the name you supply. Returns every match, up to 50.

• Action
  Remove Associations

  Removes associations between companies, deals, or contacts in Brevo.

• Action
  Search Contact

  Check if a contact exists in Brevo and fetch the contact details. Contact can be found by email, mobile phone number, Brevo contact ID, external ID, Whatsapp ID and landline number.

• Action
  Send Transactional Email

  Sends an email from your Brevo account with HTML or plain text content.

• Action
  Send Transactional SMS

  Sends an transactional SMS from your Brevo account.

• Action
  Unsubscribe Contact

  Unsubscribe contact from the list(s) he belong to.

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