Connect Capsule CRM to Neon Postgres

Both apps 99Capsule CRM 70Neon Postgres 29

• 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 branch

  Create a new branch in a Neon project.

• Action
  Add compute endpoint

  Creates a compute endpoint (a Neon compute instance) on a branch of a Neon project. A branch can have one read-write endpoint and multiple read-only endpoints.

• Action
  Add database

  Creates a new Postgres database in a Neon project branch, owned by an existing role.

• Action
  Add project

  Creates a new Neon Postgres project with its default branch, database, role and compute, and returns the project along with its connection details.

• Action
  Add role

  Creates a Postgres role in the specified Neon project branch. Connections to the branch's active compute are dropped while the change applies.

• Action
  Delete branch

  Delete a branch by project_id and branch_id.

• Action
  Delete compute endpoint

  Deletes a compute endpoint from a Neon project. Existing connections to the compute are dropped. If the compute does not exist or was already deleted, the step still succeeds with an empty result.

• Action
  Delete database

  Deletes the specified database from a branch of a Neon project.

• Action
  Delete project

  Deletes a Neon project and all its branches, compute endpoints, databases and roles. The project can be recovered within 7 days.

• Action
  Delete role

  Deletes the specified Postgres role from a Neon branch.

• Action
  Get branch

  Retrieves details of a branch in a Neon project.

• Action
  Get compute endpoint

  Retrieve details about a compute endpoint.

• Action
  Get connection URI

  Retrieve a Postgres connection URI for a database/role/branch/endpoint combination.

• Action
  Get database

  Retrieves details of a database on a Neon project branch.

• Action
  Get project

  Retrieves the details of a Neon project, including its settings, compute configuration, history retention, owner and current usage metrics.

• Action
  Get role

  Retrieves details about a Postgres role (user) on a Neon branch.

• Action
  Get role password

  Retrieves the password for a Postgres role on a Neon branch.

• Action
  List branches

  Retrieve a list of branches for a Neon project.

• Action
  List compute endpoints

  Lists the compute endpoints (Neon compute instances) in a project.

• Action
  List databases

  Lists the databases on a branch of a Neon project.

• Action
  List operations

  Lists the operations (asynchronous actions such as starting a compute or creating a branch) Neon performed on a project. Operations older than 6 months may no longer be available.

• Action
  List projects

  Lists the Neon projects accessible to the connected account, optionally filtered by name/ID or organization.

• Action
  List roles

  Lists the Postgres roles on a Neon project branch.

• Action
  Start compute endpoint

  Start (resume) a suspended compute endpoint.

• Action
  Suspend compute endpoint

  Suspends the specified Neon compute endpoint (scales it to zero).

• Action
  Update branch

  Update a branch's properties (e.g. name, protected) by project_id and branch_id.

• Action
  Update compute endpoint

  Updates an existing compute endpoint in a Neon project by ID.

• Action
  Update database

  Updates the name or owner of a database on a Neon project branch.

• Action
  Update project

  Update settings for a Neon project by project_id.

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