Connect Capsule CRM to Drop Cowboy

Both apps 94Capsule CRM 70Drop Cowboy 24

• 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
  Add list

  Creates a new, empty contact list in your Drop Cowboy account.

• Action
  Add note to contact

  Adds a note to a Drop Cowboy contact. The note can contain basic HTML.

• Action
  Add number to do-not-contact list

  Adds a phone number (and optionally an email) to the Drop Cowboy do-not-contact list and flags matching contacts as do-not-contact.

• Action
  Add tag

  Creates a new tag in your Drop Cowboy account that you can then apply to contacts.

• Action
  Add tag to contact

  Adds an existing tag to a contact and returns the contact's tags after the change.

• Action
  Add task

  Opens a new task for a contact in the Drop Cowboy shared inbox. New tasks start open and unread.

• Action
  Delete contact

  Deletes a contact. Returns the deleted contact with its deletion time set.

• Action
  Delete number from do-not-contact list

  Removes a phone number from the do-not-contact list, clears the do-not-contact flag on matching contacts, and returns the entry that was removed.

• Action
  Find contacts by phone or email

  Finds contacts whose phone number or email exactly matches the value you provide.

• Action
  Find numbers on do-not-contact list

  Checks phone numbers or email addresses against the do-not-contact list and returns which of them are listed, with the matching entries.

• Action
  Find or add contact

  Finds a contact by phone number (then email), or creates it if none matches, and returns its contact ID. Optionally adds the contact to a list.

• Action
  Get balance

  Returns your Drop Cowboy account balance in US dollars, including the amount reserved for sends in flight, the spendable amount, and your auto-recharge settings.

• Action
  Get campaign statistics

  Returns delivery totals for one campaign: sent, delivered, failed, pending and billable counts with their rates, plus email engagement counts for email campaigns.

• Action
  Get contact

  Returns one contact by id, including its field values, phone numbers, lists, tags, pinned notes, consent and do-not-contact flags. Fails if no contact has that id.

• Action
  List campaigns

  Returns the campaigns on your Drop Cowboy account, optionally narrowed by name, status or type.

• Action
  List contacts

  Returns the contacts on your account, optionally narrowed by list, search text, disposition, owner or brand.

• Action
  List lists

  Returns the contact lists in your Drop Cowboy account, each with its name, brand, owner and contact count. You can filter by name or brand and choose the sort order.

• Action
  List media files

  Returns the playable media files on your Drop Cowboy account, newest first, including whether each is approved for API sends.

• Action
  Send AI call

  Places one outbound call handled by a published AI agent to a phone number or contact. The call is queued and its outcome is reported later by Drop Cowboy.

• Action
  Send email

  Sends an email from one of your Drop Cowboy sending mailboxes to an email address or an existing contact.

• Action
  Send Mimic AI™ Voicemail

  Sends a ringless voicemail spoken from your text in a Mimic AI™ (text-to-speech or cloned) voice, to a phone number or an existing contact.

• Action
  Send SMS

  Sends a text message (SMS, MMS with media, or RCS with a template) to a phone number or an existing contact. The send is queued; its outcome arrives later on status webhooks.

• Action
  Send voice broadcast

  Queues a Press-1 voice broadcast call to one phone number or contact, playing one message to a live person and another to an answering machine. The outcome arrives later on the status webhook.

• Action
  Send Voicemail

  Queues a ringless voicemail to a phone number or contact, using an uploaded audio file or text to speech. Returns the queued message id; the delivery result arrives later on the status webhook.

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