Connect Capsule CRM and Communi App

Both apps 107Capsule CRM 70Communi App 37

• 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
  New Announcement

  Triggered when a new announcement is created in a group.

• Trigger
  New Event

  Triggered when a new event is created in the selected group.

• Trigger
  New Job Ad

  Triggered when a new job ad is created in a group.

• Trigger
  New message

  Triggers when a new message is posted in a Communi App conversation, such as a group chat, event chat or direct message.

• Trigger
  New Offer

  Triggered when a new offer is created.

• Trigger
  New poll

  Triggers when a new poll is created in Communi App.

• Trigger
  New Quest

  Triggered when a new quest is created.

• Trigger
  New Recommendation

  Triggers when a new recommendation is created in a group, including derived kinds such as videos, prayers and parishes unless narrowed by type.

• Trigger
  New user

  Triggers when a new user appears in your CommuniApp.

• Trigger
  New Video

  Triggers when a new video is posted in a Communi App group.

• Action
  Add article

  Creates a new article (such as a book or product recommendation) in your Communi App. Returns the created article.

• Action
  Add group

  Creates a new group in your CommuniApp, such as a subgroup or badge group, and returns the created group.

• Action
  Add message

  Sends a new message to a CommuniApp conversation, such as a group, event or direct user chat, and returns the created message.

• Action
  Add poll

  Creates a poll with 2 to 12 answer options. To show it to members, embed the new poll in a chat message afterwards.

• Action
  Add tag

  Creates a new tag in your CommuniApp and returns the created tag.

• Action
  Add user

  Creates a new user in the CommuniApp community and returns the created user record.

• Action
  Create Announcement

  Creates a new announcement in your Communi app and returns the created announcement.

• Action
  Create Event

  Creates a new event in your CommuniApp community and returns the created event.

• Action
  Create Offer

  Creates a new offer in your Communi app, such as an item or service offered to the community, and returns the created offer.

• Action
  Create Quest

  Creates a new quest, a post where a community member asks for something, and returns the created quest.

• Action
  Create Recommendation

  Creates a recommendation in the community app, such as a link or resource shared with members, and returns the new record.

• Action
  Delete event

  Deletes an event by its ID.

• Action
  Delete offer

  Deletes an offer by its ID.

• Action
  Delete user

  Permanently deletes a user from the Communi App. This cannot be undone.

• Action
  Get event

  Returns a single event by its ID, including its title, description, location, dates and publishing status. An error occurs if the event is not found.

• Action
  Get offer

  Returns a single offer from your community by its ID, including its text, picture, status and publishing dates.

• Action
  Get poll

  Returns a single poll by its ID, including its title, description, answer options and publishing status. An error occurs if the poll is not found.

• Action
  Get user

  Returns a single user's profile by ID. The fields included depend on the chosen detail level and your role.

• Action
  List articles

  Returns the articles on your CommuniApp book table, optionally narrowed to recommended or official articles, a group, a status or a search term.

• Action
  List events

  Returns the events of a group, including announcements, job ads, workshops and info posts, with optional filters for status, type, text search, date and location.

• Action
  List groups

  Returns the groups you can access in Communi App, including communities, subgroups, admin groups and badge groups.

• Action
  List messages

  Returns the chat messages you have access to, optionally limited to one conversation such as a direct message, group chat or event chat.

• Action
  List offers

  Returns the offers in your Communi App, optionally narrowed to one group, a status or a search text.

• Action
  List polls

  Returns the polls you can access, optionally narrowed by group, status or search text.

• Action
  List users

  Returns the users visible to the connected account, optionally narrowed by a text search and group.

• Action
  Update event

  Updates an existing event's details, such as its title, description, time, location and publication status, and returns the updated event.

• Action
  Update offer

  Updates an existing offer in your Communi App community and returns the updated offer.

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