Connect Capsule CRM to Optimizely

Both apps 96Capsule CRM 70Optimizely 26

• 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 attribute

  Creates a new attribute in an Optimizely project, which can be used to target audiences.

• Action
  Add audience

  Adds a new audience to an Optimizely project and returns the id of the audience that was created.

• Action
  Add campaign

  Creates a new personalization campaign in an Optimizely project and returns its id.

• Action
  Add experiment

  Creates a new experiment in an Optimizely project and returns its id.

• Action
  Add feature

  Creates a new feature flag in an Optimizely project. Works only with legacy Full Stack projects, and returns the id of the new feature.

• Action
  Add page

  Creates a new page in an Optimizely project, defining the URL where experiments and campaigns can run and when it activates. Returns the created page.

• Action
  Add project

  Creates a new Optimizely project in your account and returns the created project.

• Action
  Delete experiment

  Archives an Optimizely experiment by its ID. Optimizely keeps archived experiments rather than permanently removing them.

• Action
  Get audience

  Returns a single Optimizely audience by its ID, including its name, targeting conditions and status. An error occurs if the audience is not found.

• Action
  Get campaign

  Returns a single Optimizely campaign by its ID, including its status, metrics, targeting and custom field values.

• Action
  Get experiment

  Returns a single experiment by its ID, including its status, variations, metrics and targeting. Fails if the experiment is not found.

• Action
  Get experiment results

  Returns the results of an Optimizely experiment, including metric performance per variation, reach and statistical significance, optionally limited to a time range or visitor segment.

• Action
  Get feature

  Returns a single feature by its ID, including its variables and its rollout rules in each environment. Works only with legacy Full Stack projects.

• Action
  Get project

  Returns all the properties of a single Optimizely project, including its platform, status and web snippet settings.

• Action
  List attributes

  Returns all attributes in an Optimizely project, including their keys, names and archived status.

• Action
  List audiences

  Returns the audiences in an Optimizely project, optionally filtered by archived or journey status.

• Action
  List campaigns

  Returns all campaigns in an Optimizely project, optionally narrowed by journey or archived status.

• Action
  List environments

  Returns all of the environments that have been created in an Optimizely project.

• Action
  List events

  Returns all events in an Optimizely project, including pageview events and, optionally, classic goals.

• Action
  List experiments

  Returns all experiments in an Optimizely project or campaign.

• Action
  List features

  Returns all features created in an Optimizely project, including their variables and per-environment rollout rules.

• Action
  List pages

  Returns the pages defined in an Optimizely project, optionally including single-use pages generated for campaign URL targeting.

• Action
  List projects

  Returns all the projects in your Optimizely account, with their settings and status.

• Action
  Update campaign

  Updates an existing Optimizely campaign's details, targeting and metrics, and can publish, start, pause, resume or unarchive it. Returns the updated campaign.

• Action
  Update experiment

  Updates an Optimizely experiment's settings, such as its name, audiences, metrics, variations and schedule, and can optionally publish, start, pause, resume or unarchive it. Returns the updated experiment.

• Action
  Update feature

  Updates an existing feature's name, key, description, variables, environment rollout rules or archived state, and returns the updated feature.

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