Integration
Connect Capsule CRM to Freedcamp
When something happens in Capsule CRM, your agent does the next thing in Freedcamp. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want Capsule CRM and Freedcamp to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Triggers and actions 13 triggers ยท 77 actions
Trigger
List projectslist projects (cases/kases), surfacing new ones over time
Trigger
List taskslist tasks, surfacing new ones over time
Trigger
New casePolls for newly created cases in Capsule CRM.
Trigger
New opportunityPolls for newly created opportunities in Capsule CRM.
Trigger
New organizationPolls for newly created organizations in Capsule CRM.
Trigger
New personPolls for newly created people in Capsule CRM.
Trigger
New taskPolls for newly created tasks in Capsule CRM.
Trigger
New userPolls for newly created user accounts in Capsule CRM.
Action
Add additional party to opportunityadd an additional party to an opportunity
Action
Add TaskAdd a task in Capsule CRM (POST /api/v2/tasks), optionally linked to a party.
Action
Complete a taskMarks a task as completed in Capsule CRM.
Action
Create a caseCreates a new case (kase) in Capsule CRM, optionally linked to a party.
Action
Create a new task for organizationThis action creates a new task for the specified organization.
Action
Create an open case for organizationThis action creates a new open case for the specified organization.
Action
Create an open case for personThis action creates a new open case for the specified person.
Action
Create an organizationCreates a new organization party in Capsule CRM.
Action
Create a noteCreates a new note (entry) attached to a party, opportunity, or case in Capsule CRM.
Action
Create a personCreates a new person party in Capsule CRM.
Action
Create a tag for organizationThis action creates a new tag for the specified organization.
Action
Create a tag for personThis action creates a new tag for the specified person.
Action
Create entrycreate an activity entry
Action
Create opportunitycreate an opportunity
Action
Create partycreate a party (person or organization)
Action
Create projectcreate a project (case)
Action
Create tagcreate a tag for an entity type
Action
Delete a partyDeletes a party by id in Capsule CRM.
Action
Delete entrydelete an activity entry
Action
Delete opportunitydelete an opportunity
Action
Delete projectdelete a project
Action
Delete tagdelete a tag
Action
Delete taskdelete a task
Action
Get PartyGet 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 opportunitylist additional parties on an opportunity
Action
List casesLists cases (kases) in Capsule CRM.
Action
List deleted opportunitieslist deleted opportunities
Action
List deleted partieslist deleted parties
Action
List deleted projectslist deleted projects
Action
List employees of partylist people employed at an organization party
Action
List entries by datelist activity entries by date
Action
List entries for entitylist activity entries for a party/opportunity/project
Action
List opportunitiesLists sales opportunities in Capsule CRM.
Action
List opportunities by partylist opportunities for a party
Action
List partiesLists parties (people and organizations) in Capsule CRM.
Action
List projects associated with opportunitylist projects associated with an opportunity
Action
List projects by partylist projects for a party
Action
List tagslist tags for an entity type
Action
List teamslist teams
Action
List tracks for entitylist tracks for an entity
Action
List userslist users
Action
Remove additional party from opportunityremove an additional party from an opportunity
Action
Run filter queryrun a saved/ad-hoc filter query for an entity
Action
Search opportunitiessearch opportunities
Action
Search partiesSearches parties by a free-text query in Capsule CRM.
Action
Search projectssearch projects
Action
Show current userget the authenticated user
Action
Show entryretrieve an activity entry by ID
Action
Show opportunityretrieve an opportunity by ID
Action
Show projectretrieve a project by ID
Action
Show site configget account/site configuration
Action
Show tagretrieve a tag by ID
Action
Show taskretrieve a task by ID
Action
Show userretrieve a user by ID
Action
Update entryupdate an activity entry
Action
Update opportunityupdate an opportunity
Action
Update partyupdate a party
Action
Update projectupdate a project
Action
Update tagupdate a tag
Action
Update taskupdate a task
Action
Update userupdate a user
Action
Upload attachmentupload an attachment
Trigger
New IssueTriggers when a new issue is filed in Freedcamp's issue tracker. The project must have the Issue Tracker app enabled.
Trigger
New MilestoneTriggers when a new milestone is created in Freedcamp. The project must have the Milestones app enabled.
Trigger
New Project CreatedTriggers when a new project is created in your Freedcamp account.
Trigger
Task Assigned to MeTriggers when a task assigned to you appears in Freedcamp.
Trigger
Task CompletedTriggers when a Freedcamp task is marked completed.
Action
Add CommentAdds a comment to a Freedcamp task and returns the created comment, including its direct link.
Action
Add Discussion CommentAdds a comment to a Freedcamp discussion and returns the created comment, including its direct link.
Action
Create ProjectCreates a new Freedcamp project and returns it. Put it in an existing project group by ID, or name a group and Freedcamp creates it.
Action
Create TaskCreates a task in a Freedcamp project and returns it, including its direct link. Optionally set the list, priority, assignee, dates, a parent task or a recurrence rule.
Action
Get Current UserReturns the Freedcamp account the connection belongs to: the signed-in user's ID and profile, plus the projects and project groups they can see.
Action
Get ProjectReturns one Freedcamp project by ID, including its group, your role, the apps enabled on it, its members and any custom fields.
Action
Get TaskReturns one Freedcamp task by ID, including its list, priority, status, assignee, dates and comments.
Action
Get TasksReturns Freedcamp tasks, optionally filtered by project, status, assignee or due-date range. Custom field values are included.
Action
List IssuesReturns issues from a Freedcamp project's issue tracker, optionally filtered by type, priority, status, assignee or due-date range. The project must have the Issue Tracker app enabled.
Action
List MilestonesReturns milestones from Freedcamp, optionally filtered by project, status, assignee or due-date range. The project must have the Milestones app enabled.
Action
List Time RecordsReturns logged time records from Freedcamp, optionally filtered by project, user or date range. The project must have the Time Tracking app enabled.
Action
List UsersReturns the Freedcamp users you share projects with, or just the members of one project when you supply a project ID.
Action
NotificationsReturns the unread notifications for a Freedcamp project, optionally limited to items you follow.
Action
Show ProjectsReturns every Freedcamp project you can see, with its group, color, permissions and enabled apps.
Action
Update TaskUpdates an existing Freedcamp task. Only the fields you fill in are changed.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.