Connect Capsule CRM to Manatal

Both apps 136Capsule CRM 70Manatal 66

• 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
  Create a Candidate

  Creates a new candidate in Manatal and returns the created candidate record.

• Action
  Create a Job

  Creates a new job in Manatal, assigned to an organization.

• Action
  Create Candidate Attachment

  Adds an attachment to a candidate in Manatal from a file URL, and returns the attachment that was created.

• Action
  Create Candidate Note

  Adds a note to a candidate in Manatal and returns the created note.

• Action
  Create Candidate Resume

  Uploads a resume file to a candidate in Manatal from a file link.

• Action
  Create Candidate Social Media

  Adds a social media profile to a candidate and returns the created profile.

• Action
  Create Contact

  Creates a contact in Manatal, linked to an organization.

• Action
  Create Contact Attachment

  Adds a file attachment to a contact, using a link to the file, and returns the new attachment.

• Action
  Create Contact Note

  Adds a note to a contact in Manatal.

• Action
  Create Job Attachment

  Adds a file attachment to a job, given a link to the file, and returns the created attachment.

• Action
  Create Job Note

  Creates a note on a job in Manatal and returns the new note.

• Action
  Create Match

  Adds a candidate to a job in Manatal, creating a match between them.

• Action
  Create Match Attachment

  Adds an attachment, given by a link to the file, to a match between a candidate and a job, and returns the created attachment.

• Action
  Create Match Note

  Adds a note to a match, the link between a candidate and a job, and returns the created note.

• Action
  Create Organization

  Creates a new organization (client company) in Manatal.

• Action
  Create Organization Attachment

  Adds a file attachment, given by a link to the file, to an organization in Manatal and returns the created attachment.

• Action
  Create Organization Note

  Creates a note on an organization in Manatal.

• Action
  Get Candidate

  Returns a candidate by id, including their contact details, source, skills, tags, industries and custom field values.

• Action
  Get Candidate Attachment

  Returns one attachment on a candidate, including its name, description and file link.

• Action
  Get Candidate Note

  Returns a single note on a candidate, including its text, author and creation time.

• Action
  Get Candidate Social Media

  Returns one social media profile saved on a candidate, including its network, web address, username and enrichment state. An error occurs if the profile is not found.

• Action
  Get Contact

  Returns a contact by its id, including the organization it belongs to and its custom field values.

• Action
  Get Contact Attachment

  Returns one attachment on a contact, including its name, description and a link to the file.

• Action
  Get Contact Note

  Returns a single note on a contact, including its text, the user who wrote it and when it was created.

• Action
  Get Job

  Returns a job by its id, including its position, status, salary, location and custom field values.

• Action
  Get Job Attachment

  Returns a single attachment on a job, including its name, description and a link to the file.

• Action
  Get Job Note

  Returns a single note on a job, including its text, author and creation time. An error occurs if the note is not found.

• Action
  Get Match

  Returns a match (a candidate's link to a job) by its id, including its pipeline stage, key dates and custom field values.

• Action
  Get Match Attachment

  Returns a single attachment on a match (a candidate's application to a job), including its name, description and file link.

• Action
  Get Match Note

  Returns one note on a match, including its text, author and creation time.

• Action
  Get Organization

  Returns a single organization by its id, including its custom field values.

• Action
  Get Organization Attachment

  Returns one attachment on an organization, including its name, description and a link to the file.

• Action
  Get Organization Note

  Returns one note on an organization, including its text, author and creation time.

• Action
  Retrieve Candidate Matches List

  Returns every job match for a candidate, including each match's job, pipeline stage and key dates.

• Action
  Retrieve Job Matches List

  Returns every candidate match for a job, including each match's pipeline stage and key dates.

• Action
  Search Candidate Attachments

  Returns a candidate's attachments, optionally narrowed to those whose name contains the text you enter.

• Action
  Search Candidate Notes

  Returns a candidate's notes, optionally only those whose text contains the words you enter.

• Action
  Search Candidate Resume

  Returns the resumes on file for a candidate, each with its ID, file link and creation time.

• Action
  Search Candidate Social Media

  Returns a candidate's social media profiles, optionally limited to one social network.

• Action
  Search Contact Attachments

  Returns a contact's attachments, optionally narrowed to those whose name contains the text you enter.

• Action
  Search Contact Notes

  Returns the notes on a contact, optionally only those containing the text you specify.

• Action
  Search Contacts

  Searches your Manatal contacts by name, email, phone, organization or created/updated dates and returns the matching contacts.

• Action
  Search Job Attachments

  Returns the attachments on a job, optionally narrowed to those whose name contains the text you provide.

• Action
  Search Job Notes

  Returns the notes on a job, optionally only those whose text contains the words you specify.

• Action
  Search Jobs

  Returns the jobs that match the search criteria you provide, such as position name, organization, status, location or date ranges.

• Action
  Search Match Attachments

  Returns the attachments on a match (a candidate in a job pipeline), optionally only those whose name contains the text you give.

• Action
  Search Matches

  Returns the matches (candidates linked to jobs) in your Manatal account that meet the filters you set, such as external id, pipeline stage, or hire, submit, interview, offer, drop, create and update dates.

• Action
  Search Match Notes

  Returns the notes on a match, optionally narrowed to those containing the text you specify.

• Action
  Search Organization Attachments

  Returns the attachments on a Manatal organization, optionally narrowed to those whose name contains the text you provide.

• Action
  Search Organization Notes

  Returns the notes on a Manatal organization, optionally only those whose text contains the words you give.

• Action
  Search Organizations

  Searches organizations by name, owner, address, website, external ID or date ranges and returns the matching organizations.

• Action
  Update Candidate

  Updates an existing candidate by id, changing only the details you fill in, and returns the updated candidate.

• Action
  Update Candidate Attachment

  Updates an existing attachment on a candidate, such as its name, file link or description.

• Action
  Update Candidate Note

  Updates the text of an existing note on a candidate and returns the updated note.

• Action
  Update Contact

  Updates an existing contact in Manatal. Only the fields you fill in are changed.

• Action
  Update Contact Attachment

  Updates the name, file link, description or creator of an attachment on a contact and returns the updated attachment.

• Action
  Update Contact Note

  Updates the text of an existing note on a contact and returns the updated note.

• Action
  Update Job

  Updates an existing job in Manatal. Only the fields you fill in are changed.

• Action
  Update Job Attachment

  Updates the name, file link, description or creator of an attachment on a job, and returns the updated attachment.

• Action
  Update Job Note

  Updates the text of an existing note on a job and returns the updated note.

• Action
  Update Match

  Updates an existing match (a candidate's application to a job) in Manatal, such as its owner, pipeline stage, status or key dates.

• Action
  Update Match Attachment

  Updates the name, file link, description or creator of an attachment on a match.

• Action
  Update Match Note

  Updates the text of an existing note on a match and returns the updated note.

• Action
  Update Organization

  Updates an existing organization in Manatal, changing only the details you provide.

• Action
  Update Organization Attachment

  Updates the name, file link, description or creator of an attachment on a Manatal organization and returns the updated attachment.

• Action
  Update Organization Note

  Updates the text of an existing note on an organization in Manatal.

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