Connect Capsule CRM to Front

Both apps 98Capsule CRM 70Front 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

• Action
  Add Comment

  Adds an internal comment to a Front conversation.

• Action
  Add Contact Handle

  Adds a new handle (email, phone, social id, etc.) to an existing Front contact.

• Action
  Add Conversation Links

  Adds one or more links to a Front conversation, either existing links by id or external URLs (links are created as needed).

• Action
  Add Conversation Tags

  Adds one or more tags to a Front conversation.

• Action
  Assign or Unassign Conversation

  Assign or unassign a conversation to a teammate.

• Action
  Create Account

  Create a new account (company) in Front.

• Action
  Create Contact

  Creates a new contact in Front at the company level.

• Action
  Create Draft

  Creates a draft message that starts a new conversation in a Front channel.

• Action
  Create Draft Reply

  Creates a new draft as a reply to the last message in a Front conversation.

• Action
  Create Link

  Creates a new Link

• Action
  Find Account

  Finds a Front account by one of its domains or by its external ID.

• Action
  Find Contact

  Finds a Front contact by one of its handles (email address, phone number, social handle, etc.) and returns the matching contact.

• Action
  Find Conversation

  Returns up to 100 conversations matching a Front search query, most recently active first.

• Action
  Get Conversation

  Fetches a conversation by ID, with its status, assignee, tags, links and custom fields. An error occurs if the conversation is not found.

• Action
  Get Conversation Last Message

  Returns the most recent message in a Front conversation.

• Action
  Get Link

  Fetches a link by ID, with its name, type and external URL. An error occurs if the link is not found.

• Action
  Import Message

  Imports a message into a Front inbox without sending it through a channel, e.g. historical conversations or web form submissions.

• Action
  List Conversation Comments

  Returns the internal comments teammates have posted on a conversation, with each comment's body, author and time posted.

• Action
  List Link Conversations

  List the conversations linked to a specific Front link.

• Action
  Remove Contact Handle

  Removes a handle (email, phone, etc) from a Contact

• Action
  Remove Conversation Links

  Remove Links from a conversation.

• Action
  Remove Conversation Tags

  Remove Tags from a Conversation

• Action
  Send Message

  Sends a new message from a Front channel, starting a new conversation.

• Action
  Send Reply

  Replies to a conversation. This action is best used with a Front trigger. For example, auto-reply behavior could be setup by combining a "New Inbound Message" Front trigger with this action.

• Action
  Update Account

  Updates an existing account in Front.

• Action
  Update Contact

  Updates an existing Front contact's name, description, links, contact lists and custom fields. Fields left blank are not changed.

• Action
  Update Conversation

  Update the conversation status, assignee, inbox or tags.

• Action
  Update Link

  Update the name of a Link.

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