Connect Capsule CRM to Pipedrive

Both apps 99Capsule CRM 70Pipedrive 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 (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 Activity

  Triggers when a new activity is created (polling).

• Trigger
  New Deal

  Triggers when a new deal is created (polling).

• Trigger
  New Organization

  Triggers when a new organization is added (polling).

• Trigger
  New Person

  Triggers when a new person (contact) is added (polling).

• Trigger
  New Person (with Custom Fields and Labels)

  Triggered when a new person (contact) is added. Includes custom fields and labels.

• Action
  Create Activity

  Creates a new activity (call, meeting, task, etc.).

• Action
  Create Deal

  Adds a new deal to Pipedrive. Returns the created deal.

• Action
  Create Lead

  Creates a new lead. Returns the created lead.

• Action
  Create Note

  Adds a new note to a deal, person, or organization.

• Action
  Create Organization

  Adds a new organization. Returns the created organization.

• Action
  Create Person

  Adds a new person (contact). Returns the created person.

• Action
  Delete Activity

  Marks an activity as deleted.

• Action
  Delete Deal

  Marks a deal as deleted.

• Action
  Delete Organization

  Marks an organization as deleted.

• Action
  Delete Person

  Marks a person as deleted.

• Action
  Get Deal

  Returns the deal with the given ID.

• Action
  Get Organization

  Returns the organization with the given ID.

• Action
  Get Person

  Returns the person with the given ID.

• Action
  Get related deals for person

  Returns deals having the specified status that are related to the specified person.

• Action
  Get stage ID by stage name

  Returns the stage id if the stage name exists.

• Action
  Merge organizations

  Merges two organization accounts. Info from the organization record to discard is merged into the organization record to keep.

• Action
  Merge persons

  Merges two person accounts. Info from the person record to discard is merged into the person record to keep.

• Action
  Search Deals

  Searches deals by term. Returns matching deals.

• Action
  Search Organizations

  Searches organizations by term. Returns matching organizations.

• Action
  Search Persons

  Searches persons by term (name, email, phone). Returns matching persons.

• Action
  Update Activity

  Updates an existing activity by ID.

• Action
  Update Deal

  Updates an existing deal by ID.

• Action
  Update Organization

  Updates an existing organization by ID.

• Action
  Update Person

  Updates an existing person by ID.

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