Connect Capsule CRM and FreeScout

Both apps 98Capsule CRM 70FreeScout 28

• 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
  Conversation Created

  Triggers when a new conversation is created in FreeScout.

• Trigger
  New Customer

  Triggers when a new customer is created in FreeScout.

• Trigger
  New or Updated Conversation

  Triggers when a FreeScout conversation is created or updated.

• Action
  Create Customer

  Creates a FreeScout customer. If a customer with the email already exists, none is created.

• Action
  Create Thread

  Adds a customer reply, agent reply or internal note to a FreeScout conversation.

• Action
  Create Timelog

  Logs a finished time entry of the given duration on a FreeScout conversation (Time Tracking module).

• Action
  Create User

  Creates a regular FreeScout user (no invitation email; no mailbox access by default).

• Action
  Delete Conversation

  Deletes a FreeScout conversation permanently.

• Action
  Delete User

  Deletes a FreeScout user.

• Action
  Get Conversation

  Returns one FreeScout conversation by ID, with its threads and tags.

• Action
  Get Current User

  Returns the FreeScout user who owns the API key (works only with a per-user API key).

• Action
  Get Customer

  Returns one FreeScout customer by ID, with their name, company, emails and phones.

• Action
  Get Report

  Returns metrics and chart data for a FreeScout report (conversations, productivity, satisfaction or time); requires the Reports module.

• Action
  Get User

  Returns one FreeScout user by ID.

• Action
  List Conversations

  Returns FreeScout conversations matching the filters you give, newest first.

• Action
  List Conversation Timelogs

  Returns the time-tracking entries logged on a FreeScout conversation (Time Tracking module).

• Action
  List Customers

  Returns FreeScout customers matching the filters you give, such as email or name.

• Action
  List Mailbox Custom Fields

  Returns the custom fields defined for a FreeScout mailbox.

• Action
  List Mailboxes

  Returns the FreeScout mailboxes, optionally only those a given user can access.

• Action
  List Mailbox Folders

  Returns the folders of a FreeScout mailbox with their conversation counts.

• Action
  List Tags

  Returns FreeScout tags, optionally only the tags on one conversation.

• Action
  List Timelogs

  Returns FreeScout time-tracking entries, optionally filtered by conversation, user and date range.

• Action
  List Users

  Returns FreeScout users, optionally looked up by email.

• Action
  Update Conversation

  Changes a FreeScout conversation's status, assignee, mailbox, customer or subject.

• Action
  Update Conversation Custom Fields

  Sets one custom field value on a FreeScout conversation. For a dropdown field, pass the option's ID.

• Action
  Update Conversation Tags

  Replaces all tags on a FreeScout conversation with the list you give; missing tags are created, and an empty list removes all tags.

• Action
  Update Customer

  Updates a FreeScout customer's name, contact details, company or notes.

• Action
  Update Customer Fields

  Sets one customer field value on a FreeScout customer (Customer Fields module).

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