Connect Capsule CRM and Cursion

Both apps 92Capsule CRM 70Cursion 22

• 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 Flow

  Triggers when a new Flow is created in your Cursion account.

• Trigger
  New Page

  Triggers when a new page is added to a Cursion site.

• Trigger
  New Scan

  Triggers when a new Scan is created for the selected Cursion page.

• Trigger
  New Site

  Triggers when a new site is added to your Cursion account.

• Trigger
  New Test

  Triggers when a new Test (a comparison of two scans) is created for a page.

• Action
  Add case

  Generates a new test case for a site from a plain-language prompt and returns the process tracking its creation.

• Action
  Add flow

  Creates a Flow in Cursion — a named sequence of steps (scans, cases, alerts) that FlowRuns execute.

• Action
  Create CaseRun

  Runs a saved Case against a Site, creating a CaseRun that executes in the background and returns immediately.

• Action
  Create FlowRun

  Runs a Flow against a Site and returns the new FlowRun, which completes asynchronously.

• Action
  Create Page

  Creates a Page under a Cursion Site and, unless skipped, starts its initial baseline Scan.

• Action
  Create Scan

  Starts a new Scan of a Site's pages in Cursion. The scan runs in the background and may take several minutes to complete.

• Action
  Create Site

  Creates a Site in Cursion for a domain, then crawls it for pages and runs initial baseline scans in the background.

• Action
  Delete site

  Deletes a site and, with it, all of the site's scans, tests, schedules and alerts.

• Action
  Get FlowRun

  Returns a single FlowRun — the result of running a Flow against a Site — including its nodes, status and logs.

• Action
  Get scan

  Returns a single Cursion scan with its HTML, logs, Lighthouse and security scores, and screenshots.

• Action
  Get site

  Returns a single Cursion site with its URL, tags, crawl times and latest scan and test summary.

• Action
  Get test

  Returns a single Test, the comparison of two scans of a page, with its scores, status and deltas.

• Action
  List flows

  Returns the flows in your Cursion account, including each flow's steps (nodes) and connections (edges).

• Action
  List pages

  Returns the pages that belong to a Cursion site, with each page's URL, tags and latest scan and test results.

• Action
  List scans

  Returns the scans captured for a Cursion page, ordered by creation time.

• Action
  List sites

  Returns the sites in your Cursion account, newest first, with each site's URL, tags and latest scan and test details.

• Action
  List tests

  Returns the Tests run against a Cursion Page, ordered by creation time.

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