Connect Capsule CRM to Clockodo

Both apps 99Capsule CRM 70Clockodo 29

• 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
  Create Absence

  Creates an absence (holiday, sick day, home office, overtime reduction and more) for a co-worker in Clockodo.

• Action
  Create Customer

  Creates a new customer in Clockodo with its name, number, color, billing defaults and optional note.

• Action
  Create Entry

  Creates a time entry in Clockodo: a regular time entry for a customer and service, a lump-sum value entry, or a lump-sum service entry.

• Action
  Create Project

  Creates a new project for a customer in Clockodo, with optional number, note, dates, budget and service assignments. Returns the created project.

• Action
  Create Service

  Creates a new service in Clockodo that time entries can be booked against.

• Action
  Create Subproject

  Creates a subproject under an existing project in Clockodo.

• Action
  Create User

  Creates a new co-worker in your Clockodo account with their email, name and role, plus optional team, language, time settings and edit locks.

• Action
  Delete customer

  Deletes a customer from your Clockodo account.

• Action
  Delete entry

  Deletes a time entry from Clockodo.

• Action
  Delete project

  Deletes a project in Clockodo. Optionally checks whether the project could be deleted without deleting it.

• Action
  Get customer

  Returns a single Clockodo customer by its id, including name, number, color, active status and billing defaults.

• Action
  Get entry

  Returns a single Clockodo time or lump-sum entry by its id, including customer, project, service, times, duration and billability.

• Action
  Get project

  Returns a single Clockodo project by its id, including its customer, budget, completion status, dates and assigned services.

• Action
  Get user

  Returns a single Clockodo co-worker by id, including name, email, role, team, time zone and work settings.

• Action
  List absences

  Returns the absences (holidays, sick days, home office and other leave) recorded in Clockodo, optionally filtered by year, co-worker, team, absence type or status.

• Action
  List customers

  Returns the customers in your Clockodo account, optionally filtered by active status or search text and sorted by name, id or status.

• Action
  List entries

  Returns the time and lump-sum entries recorded in Clockodo between a start and end time, optionally filtered by co-worker, customer, project, service, billability or description.

• Action
  List projects

  Returns the projects in your Clockodo account, optionally filtered by customer, active or completed status, or search text.

• Action
  List services

  Returns the services in your Clockodo account, optionally filtered by active status or search text.

• Action
  List users

  Returns the co-workers in your Clockodo account, optionally filtered by active status, team or search text.

• Action
  Start clock

  Starts the Clockodo clock for a customer and service, creating a running time entry. Any clock already running for the user is stopped.

• Action
  Stop clock

  Stops the running Clockodo clock entry and returns the stopped time entry, plus any new entry that was started in its place.

• Action
  Update Absence

  Updates an existing absence (holiday, sick day, home office, etc.) in Clockodo, changing only the details you fill in. Returns the updated absence.

• Action
  Update Customer

  Updates an existing customer in Clockodo, changing only the details you fill in, and returns the updated customer.

• Action
  Update Entry

  Updates an existing Clockodo time or lump-sum entry, changing only the details you fill in, and returns the updated entry.

• Action
  Update Project

  Updates an existing project in Clockodo, changing only the details you fill in, and returns the updated project.

• Action
  Update Service

  Updates an existing service in Clockodo, changing its name, number, note, billing id or active status. Fields left blank keep their current values.

• Action
  Update Subproject

  Updates an existing subproject in Clockodo, such as its name, budget, dates or assigned services. Fields left blank keep their current values.

• Action
  Update User

  Updates an existing co-worker in Clockodo, changing only the details you fill in.

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