Connect Capsule CRM and RampedUp

Both apps 83Capsule CRM 70RampedUp 13

• 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
  New Alert

  Triggers when RampedUp publishes a new company or contact alert, such as a new hire, funding round, acquisition or expansion, optionally limited to the alert types, companies and locations you choose.

• Action
  Append Contact

  Looks up one person in RampedUp's contact database from an email, LinkedIn URL, or name and company, and returns their job title, professional email, phone and company details. Uses RampedUp credits.

• Action
  Find Contact by LinkedIn URL (Any Match)

  Finds a contact by LinkedIn profile URL and returns them if they have ANY of the contact details you ask for (personal email, professional email, mobile or phone), rather than all of them. Uses a credit when a match is found.

• Action
  Get Account Status

  Returns your RampedUp account's plan dates, credit limits and credits used, so an automation can check its remaining balance before appending.

• Action
  Get Alert by ID

  Returns the full details of one RampedUp alert, such as the new hire, funding round, investors or acquisition, by the alert ID from the New Alert trigger.

• Action
  Get Companies by IDs

  Returns the full RampedUp profiles of several companies at once, by their RampedUp company IDs from Search Companies.

• Action
  Get Company by ID

  Returns the full RampedUp profile of one company, including size, revenue, industry, address and technologies, by its RampedUp company ID from Search Companies.

• Action
  Get Contact by ID

  Returns the full, unmasked details of one RampedUp contact, including email and phone, by its RampedUp contact ID from Search Contacts. Uses a credit.

• Action
  Get Contacts by IDs

  Returns the full, unmasked details of several RampedUp contacts at once, by their RampedUp contact IDs from Search Contacts. Uses a credit per contact.

• Action
  Get Corporate Family

  Returns a company's corporate family from RampedUp: its parent, subsidiaries and, optionally, affiliates.

• Action
  Search Alerts

  Searches RampedUp's company and contact alerts, such as new hires, funding, acquisitions and expansions, by date, type, company and location. Searching uses no credits; use Get Alert by ID for full details.

• Action
  Search Companies

  Searches RampedUp's company database by name, industry, size, revenue, location and technology, and returns matching companies. Searching uses no credits; use Get Company by ID for a full profile.

• Action
  Search Contacts

  Searches RampedUp's contact database by title, level, company, location and other filters, and returns matching contacts. Emails and phone numbers come back masked; append a contact to get its full details. Searching uses no credits.

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