Connect Capsule CRM and iContact

Both apps 97Capsule CRM 70iContact 27

• 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 contact

  Triggers when a new contact is added to an iContact client folder, optionally only contacts on a chosen list.

• Trigger
  New list

  Triggers when a new subscriber list is created in an iContact client folder.

• Action
  Add campaign

  Creates a new campaign (sending profile with sender name, sender email and CAN-SPAM mailing address) in an iContact client folder.

• Action
  Add custom field

  Creates a new custom field for contacts in an iContact client folder.

• Action
  Create Contact

  Create a new contact in an iContact client folder.

• Action
  Create List

  Create a new contact list in a client folder.

• Action
  Create Message

  Create a new email message in a client folder.

• Action
  Delete Contact

  Delete an iContact contact by contact ID.

• Action
  Delete list

  Deletes a subscriber list from an iContact client folder.

• Action
  Get Accounts

  List iContact accounts accessible to these credentials.

• Action
  Get campaign

  Returns one iContact campaign (its sending profile, from name and email, and mailing address) by its id.

• Action
  Get Client Folders

  List client folders within an iContact account.

• Action
  Get Contact

  Retrieve a single iContact contact by contact ID.

• Action
  Get list

  Returns one subscriber list from an iContact client folder, including its name, public name and description.

• Action
  Get message

  Returns one email message from an iContact client folder, including its subject, HTML and text bodies, and SpamCheck results.

• Action
  List Campaigns

  List sending campaigns (from-name/email profiles) in a client folder.

• Action
  List Contacts

  List contacts in a client folder, optionally filtered by email or status.

• Action
  List Custom Fields

  List custom fields defined in a client folder.

• Action
  List Lists

  Retrieve all contact lists in a client folder.

• Action
  List Messages

  List email messages in a client folder.

• Action
  List sends

  Returns every email send (pending, sending, released and cancelled) in an iContact client folder, including its message, target lists and segments, schedule, recipient count and status.

• Action
  List Subscriptions

  List subscriptions in a client folder, optionally filtered by contact or list.

• Action
  Send Message to List

  Schedule/send an existing message to one or more lists.

• Action
  Subscribe Contact to List

  Subscribe a contact to a list (creates a subscription).

• Action
  Unsubscribe Contact from List

  Remove a subscription, unsubscribing a contact from a list.

• Action
  Update Contact

  Update an existing iContact contact by contact ID.

• Action
  Update list

  Updates an existing iContact subscriber list's name, public name, description or owner-notification setting. Only the values you supply are changed.

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