Connect Capsule CRM and Circle

Both apps 106Capsule CRM 70Circle 36

• 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

• Trigger
  Content Approved

  Triggers when a moderator approves reported (flagged) content in your Circle community.

• Trigger
  Content Rejected

  Triggers when a moderator rejects reported content (a post or comment) in your Circle community.

• Trigger
  New Access Group

  Triggers when a new access group is created in your Circle community.

• Trigger
  New Comment Posted

  Triggers when a new comment is posted in your Circle community, optionally limited to one space or post.

• Trigger
  New Event Created

  Triggers when a new event is published in your Circle community, optionally limited to one event space.

• Trigger
  New Event RSVP

  Triggers when a member RSVPs yes to the selected Circle event.

• Trigger
  New Member Active Subscription

  Triggers when a community member's paid subscription becomes active in Circle.

• Trigger
  New Member Added

  Triggers when a new member joins the Circle community. Optionally includes invited members who have not finished setting up their profile, or only members with chosen tags.

• Trigger
  New Member Canceled Subscription

  Triggers when a community member's paid subscription is canceled in Circle, returning the canceled subscription with its member and paywall details.

• Trigger
  New Member Paid Charge

  Triggers when a community member is charged successfully (a new paid charge appears in Circle).

• Trigger
  New Member Past Due Subscription

  Triggers when a community member's paid subscription becomes past due.

• Trigger
  New Member Refunded Charge

  Triggers when a member's charge is refunded, fully or partially, in your Circle community.

• Trigger
  New Post

  Triggers when a new basic post is published in your Circle community, optionally limited to one space or space group.

• Trigger
  New Space Created

  Triggers when a new space is created in your Circle community.

• Trigger
  New Tagged Member

  Triggers when a member tag is applied to a community member or contact in your Circle community.

• Action
  Add Member to Space Group

  Adds an existing community member, by email, to a space group and to every space in that group. Does nothing if they are already in the group.

• Action
  Create Comment

  Creates a comment on a Circle post, or a reply to an existing comment, optionally authored as another community member.

• Action
  Create Contact

  Creates a non-member contact (lead) in your Circle community from an email address. The contact appears in your audience for email marketing but has no login or community access.

• Action
  Create Course Section

  Creates a new section at the end of a course space. The section starts with no lessons.

• Action
  Find Member

  Finds a community member by their exact email address, including invited members who have not finished setting up their profile.

• Action
  Has Member Tag

  Checks whether the community member with a given email address has a given member tag, and returns true or false along with the member's id and tags.

• Action
  Invite Member

  Invites a person to your Circle community by email, creating their Circle account if needed, and optionally adds them to spaces, space groups and member tags. Returns the new community member.

• Action
  Is Member of Space

  Checks whether a community member, identified by email, belongs to a chosen space and returns their space membership details.

• Action
  Is Member of Space Group

  Checks whether a community member, identified by email, belongs to a space group, and returns their membership details when they do.

• Action
  Mark Course Lesson as Completed

  Marks a course lesson as completed for a member of the course space, identified by their email address.

• Action
  Remove Member

  Removes a member from your Circle community by deactivating their membership and canceling their running paid subscriptions. Their posts and comments are kept, and inviting the same email again restores the membership.

• Action
  Remove Member From Access Group

  Removes a community member, identified by member ID or email, from an access group.

• Action
  Remove Member From Event

  Removes a member's RSVP from a Circle event, identified by the member's email. The attendee record is kept with its RSVP set to no.

• Action
  Remove Member From Space

  Removes a community member, identified by email, from a space. The person stays a member of the community.

• Action
  Remove Member From Space Group

  Removes a member from a space group and from every space in that group. They stay a member of the community.

• Action
  RSVP Member to Event

  Adds a community member, identified by email, to an event. The member is RSVPed directly when the event auto-RSVPs invited attendees; otherwise they are invited.

• Action
  Send Direct Message

  Sends a direct chat message to a Circle community member, identified by email, optionally as a reply in a thread.

• Action
  Start a Group Chat

  Sends a message to a group of community members in a group chat, starting the group chat if it does not exist yet. The message is sent as the community member the connection authenticates as.

• Action
  Tag Member

  Applies a member tag to the community member with the given email. If the member already has the tag, it is kept.

• Action
  Untag Member

  Removes a member tag from the community member with the given email. The tag itself stays in the community; only its assignment to that member is removed.

• Action
  Update Event

  Updates an existing event in a Circle event space. Only the fields you fill in are changed; everything else on the event stays as it is.

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