Integration

Connect Capsule CRM to Pipedream

When something happens in Capsule CRM, your agent does the next thing in Pipedream. Describe it in plain language and the automation is built, tested on every branch and kept running.

Capsule CRM8 triggersCapsule CRM62 actionsPipedream2 triggersPipedream34 actions

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Everything your agent can do with Capsule CRM and Pipedream

Triggers and actions 10 triggers · 96 actions

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 (POST /api/v2/tasks), 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
New account
Fires when a new app account appears in the project.
Trigger
New project
Fires when a new project is created in the workspace.
Action
Create account
Connect an app account on behalf of an end user.
Action
Create connect token
Create a short-lived token that lets an end user connect an account.
Action
Create project
Create a new project in your Pipedream workspace.
Action
Delete account
Disconnect and remove a single connected account.
Action
Delete deployed trigger
Remove a deployed trigger so it stops emitting events.
Action
Delete project
Permanently remove a project from your workspace.
Action
Delete user
Remove an end user and all of their connected accounts.
Action
Deploy trigger
Deploy a trigger for an end user so it starts emitting events.
Action
Get account
Retrieve the details of a single connected account.
Action
Get action
Retrieve the definition of a single action.
Action
Get app
Retrieve the details of a single app in Pipedream's catalog.
Action
Get component
Retrieve the definition of a single component.
Action
Get deployed trigger
Retrieve the details of a single deployed trigger.
Action
Get project
Retrieve the details of a single project.
Action
Get trigger
Retrieve the definition of a single trigger.
Action
List accounts
List the app accounts your end users have connected in a project.
Action
List accounts for user
List the accounts a specific end user has connected.
Action
List actions
Browse the actions available to run for a project's apps.
Action
List apps
Browse the apps available in Pipedream's integration catalog.
Action
List components
Browse the components available in a project.
Action
List deployed triggers
List the triggers currently deployed in a project.
Action
List projects
List the projects in your Pipedream workspace.
Action
List trigger events
Retrieve the recent events emitted by a deployed trigger.
Action
List triggers
Browse the triggers available to deploy for a project's apps.
Action
List users
List the end users who have connected accounts in a project.
Action
Proxy GET request
Send an authenticated GET request to a connected app's API on behalf of an end user.
Action
Proxy PATCH request
Send an authenticated PATCH request to a connected app's API on behalf of an end user.
Action
Proxy POST request
Send an authenticated POST request to a connected app's API on behalf of an end user.
Action
Proxy PUT request
Send an authenticated PUT request to a connected app's API on behalf of an end user.
Action
Run action
Run an app action on behalf of an end user and return its result.
Action
Set trigger webhook
Send a deployed trigger's events to one webhook address, replacing any addresses it currently sends to.
Action
Update deployed trigger
Change the configuration of a deployed trigger.
Action
Update project
Change the name or settings of an existing project.
Action
Validate connect token
Check whether a Connect token is still valid.

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