Connect Capsule CRM to MaintainX

Both apps 104Capsule CRM 70MaintainX 34

• 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 Existing Categories to a Work Order

  Adds Existing Categories to a Work Order.

• Action
  Add Part

  Creates a new part (inventory item) in MaintainX.

• Action
  Add Purchase order

  Creates a purchase order in MaintainX for a vendor, with its line items, costs and addresses.

• Action
  Add Vendor

  Create a new vendor.

• Action
  Create Asset

  Creates an Asset in MaintainX

• Action
  Create Location

  Creates a location in MaintainX

• Action
  Create Work Order

  Creates a new Work Order.

• Action
  Create Work Order Comment

  Creates a New Comment on a Work Order.

• Action
  Create Work Request

  Creates a new Work Request.

• Action
  Delete Asset

  Deletes an asset in MaintainX by its ID.

• Action
  Delete Location

  Delete a location by ID.

• Action
  Delete Part

  Deletes a part from MaintainX by its ID.

• Action
  Delete Work Order

  Delete a work order by ID.

• Action
  Delete Work Request

  Deletes a work request in MaintainX by its ID.

• Action
  Find an Entity

  Finds a MaintainX asset, location, part or work order by the external ID your other system assigned to it.

• Action
  Get Asset

  Retrieve a single asset by ID.

• Action
  Get Location

  Retrieves a single MaintainX location by its ID, including its custom fields.

• Action
  Get Part

  Retrieves a single MaintainX part (inventory item) by its ID, including stock quantities, locations, vendors and custom fields.

• Action
  Get Purchase order

  Retrieves a single MaintainX purchase order by its ID, including items, costs, addresses, attachments and custom fields.

• Action
  Get Vendor

  Retrieve a single vendor by ID.

• Action
  Get Work Order

  Retrieve a single work order by ID.

• Action
  Get Work Request

  Retrieves a MaintainX work request by its ID, including its custom fields and its linked asset, location and work order.

• Action
  List Assets

  Returns all assets in the MaintainX organization, optionally filtered by location, manufacturer, model or created/updated date range.

• Action
  List Locations

  Returns all locations in the MaintainX organization, optionally narrowed to names starting with a given prefix.

• Action
  List Vendors

  Lists the vendors in your MaintainX organization, including their custom field values.

• Action
  List Work Orders

  Lists work orders in MaintainX, optionally filtered by title, status, priority, asset, location, part, vendor, assignee, team, category and created/updated dates.

• Action
  List Work Requests

  List work requests with pagination/filters.

• Action
  Update Location

  Updates a Location in MaintainX

• Action
  Update Part

  Update fields on an existing part.

• Action
  Update Purchase order

  Update fields on an existing purchase order.

• Action
  Update Vendor

  Update fields on an existing vendor.

• Action
  Update Work Order

  Updates an existing Work Order

• Action
  Update Work Order Status

  Changes the status of a MaintainX work order.

• Action
  Update Work Request

  Update fields on an existing work request.

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