Connect Capsule CRM to Priority

Both apps 86Capsule CRM 70Priority 16

• 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 record

  Creates a new record in the Priority form (entity) you choose, such as CUSTOMERS or ORDERS, and returns the created record.

• Action
  Add Shipping Charges to an Order

  Adds a shipping charge to an existing Priority sales order as an order line for your shipping part, with the charge amount as its price.

• Action
  Create a New Sales Order

  Creates a sales order for a customer in Priority, optionally with order lines.

• Action
  Create Exist Customer Sales Order

  Creates a sales order in Priority for an existing customer, optionally with order lines.

• Action
  Create Potential Customer

  Creates a potential customer record in Priority.

• Action
  Delete record

  Deletes a record from a Priority form, such as a customer or an order, by its key.

• Action
  Find Customer by Email

  Finds customers in Priority whose email address matches the one you provide.

• Action
  Find records by filter

  Returns the records of a Priority form (such as CUSTOMERS or ORDERS) that match a filter expression.

• Action
  Find the Country Name by Two Letter Code

  Looks up a country in Priority by its two-letter code and returns the country's name.

• Action
  Get Campaigns

  Returns the marketing campaigns defined in Priority, optionally filtered and sorted.

• Action
  Get Customers

  Returns customers from Priority, optionally filtered, sorted and limited to chosen fields.

• Action
  Get Lead Types

  Returns the lead types defined in Priority, optionally filtered and sorted.

• Action
  Get record

  Returns a single record from a Priority form (such as a customer or order) by its key.

• Action
  List records

  Returns records from a Priority form, such as customers or orders, optionally filtered, sorted and limited.

• Action
  Update record

  Updates an existing record in any API-enabled Priority form, changing only the fields you supply, and returns the updated record.

• Action
  Update Sales Order Status

  Changes the status of an existing sales order in Priority.

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