Integration

Connect Capsule CRM to JotForm

When something happens in Capsule CRM, your agent does the next thing in JotForm. Describe it in plain language and the automation is built, tested on every branch and kept running.

Capsule CRM8 triggersCapsule CRM62 actionsJotForm2 triggersJotForm35 actions

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What do you want Capsule CRM and JotForm 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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Everything your agent can do with Capsule CRM and JotForm

Triggers and actions 10 triggers · 97 actions

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 (POST /api/v2/tasks), 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 Form Submission
Polling trigger: fires when a new submission is received for the specified form.
Trigger
New Form Submission (instant)
Fires instantly via a self-registered JotForm webhook whenever the selected form receives a new submission. Instant alternative to the New Form Submission poller — the platform registers the webhook on activation and removes it on deactivation.
Action
Add New Question to Specified Form
Add new question to specified form
Action
Add or Edit a Single Question Properties
Add or edit a single question properties
Action
Add Resources to Label
Add Resources to Label
Action
Add Submissions to the Form
Add Submissions to the Form
Action
Clone Form
Clone an existing form.
Action
Create Folder
Create Folder
Action
Create Form
Create a new form
Action
Create or Replace Form
Create new forms
Action
Create Report
Create report
Action
Create Submission
Add a new submission to a form. Provide answers keyed by submission[<qid>] field names.
Action
Delete a Report
Delete a Report
Action
Delete Folder
Delete Folder
Action
Delete Form
Delete a form (moves to trash).
Action
Delete Form Question
Delete Form Question
Action
Delete Submission
Delete a single submission.
Action
Edit Submission Data
Edit Submission Data
Action
Get Details About a Question
Get Details About a Question
Action
Get Folder
Get details of a specific folder including the forms it contains.
Action
Get Form
Get the details of a specific form.
Action
Get Form Files
List files uploaded to a form's submissions.
Action
Get Form Questions
Get a list of all questions on a form.
Action
Get History
Get History
Action
Get Label Resources
Get Label Resources
Action
Get Report Details
Get Report Details
Action
Get Submission
Get details of a specific submission.
Action
Get User Reports
Get User Reports
Action
List Account Submissions
List all submissions across all forms on the account.
Action
List Folders
Get a list of form folders on the account.
Action
List Form Reports
List all reports for a specific form.
Action
List Forms
List all forms on the account.
Action
List Form Submissions
List submissions for a specific form.
Action
Remove Resources from Label
Remove Resources from Label
Action
Replace Form Properties
Add or edit properties of a specific form
Action
Set Form Properties
Add or edit properties of a specific form
Action
Update Folder
Update Folder

Each app on its own

The other way round: JotForm to Capsule CRM