Connect Capsule CRM and Pics.io

Both apps 91Capsule CRM 70Pics.io 21

• 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

• Trigger
  Assets Added to Collection

  Triggers when an asset is added to the selected Pics.io collection (including its nested collections).

• Trigger
  Assets Color Changed

  Triggers when the color label on an asset in your Pics.io library is set or changed.

• Trigger
  Assets Flag Changed

  Triggers when an asset's flag changes to flagged, unflagged or rejected in your Pics.io library.

• Trigger
  Assets Metadata Changed

  Triggers when an asset's metadata (title, description, keywords, custom fields and other details) is changed in Pics.io.

• Trigger
  Assets Moved to Collection

  Triggers when assets are moved into the chosen collection (or any collection inside it).

• Trigger
  Assets Raiting Changed

  Triggers when an asset's star rating is changed in your Pics.io library.

• Trigger
  Metadata Processing Completed

  Triggers when Pics.io finishes processing an asset's file metadata, including when metadata is reprocessed for an existing asset.

• Trigger
  New Asset

  Triggers when a new asset is added to your Pics.io library, optionally limited to a collection, inbox, lightboard, type or other filters.

• Trigger
  New Collection

  Triggers when a new collection is created directly inside the collection you choose (pick the root to watch top-level collections).

• Trigger
  New Comment

  Triggers when a new comment is added to an asset in your Pics.io library.

• Action
  Add assets to collection

  Adds one or more Pics.io assets to a collection, or moves them into it so they leave their other collections.

• Action
  Add keyword

  Creates a new keyword in the Pics.io keyword tree, optionally nested under a parent keyword.

• Action
  Create Collection

  Creates a new collection in Pics.io, optionally nested inside an existing parent collection.

• Action
  Delete collection

  Deletes a collection from your Pics.io library.

• Action
  Find assets

  Returns the assets in your Pics.io library that match a text search and optional filters such as collection, type, flag, rating, color or creation date.

• Action
  Find collections

  Returns the collections whose name or description contains the text you search for.

• Action
  Find keywords

  Returns the keywords in your Pics.io account whose name matches the search text.

• Action
  Get assets

  Returns the full details of one or more Pics.io assets by their IDs.

• Action
  List custom fields

  Returns every custom field defined in your Pics.io workspace, including each field's title, type, visibility and allowed options.

• Action
  Update asset

  Updates an existing Pics.io asset by ID — its file name, title, description, rating, flag and color label — and returns the updated asset. Fields left blank are not changed.

• Action
  Update custom field values on assets

  Sets the value of one custom field on one or more Pics.io assets at once.

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