Connect Capsule CRM and Recruitee

Both apps 94Capsule CRM 70Recruitee 24

• 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 Task

  Triggered when a new task is created in your Recruitee company.

• Action
  Add Note to Candidate

  Adds a note to a candidate's profile in Recruitee.

• Action
  Add Note to Job Opening/Talent Pool

  Adds a note to a job opening or a talent pool.

• Action
  Add Tags to Candidate

  Adds tags to a candidate.

• Action
  Assign Candidate to Job Opening/Talent Pool

  Assigns a candidate to a job opening or talent pool.

• Action
  Create Candidate

  Manually adds a candidate to your Recruitee company, optionally assigning them to one or more jobs or talent pools.

• Action
  Create Job Opening

  Creates a new job opening in Recruitee.

• Action
  Create Talent Pool

  Creates a talent pool in Recruitee.

• Action
  Create Task

  Creates a task.

• Action
  Delete candidate

  Permanently deletes a candidate from your Recruitee company.

• Action
  Delete job opening

  Permanently deletes a job opening (offer) and its applications in Recruitee.

• Action
  Find Candidate

  Returns up to 60 candidates whose name, email, phone, tags, sources, job assignments, stage, cover letter or CV match the search text.

• Action
  Find Candidate Stage

  Finds the pipeline stage a candidate is currently in, for one job opening or talent pool or for every one they are assigned to.

• Action
  Find Job Opening

  Returns the job openings whose title contains the specified text.

• Action
  Find Talent Pool

  Finds talent pools whose name contains the search text.

• Action
  Find Task

  Finds tasks in the company whose title contains the given text.

• Action
  Get job opening

  Retrieves a single job opening from Recruitee by its id or slug.

• Action
  List departments

  Lists every department set up in your Recruitee company.

• Action
  List Job Opening/Talent Pool Notes

  Lists the notes on a Recruitee job opening or talent pool, with each note's text, author and timestamps.

• Action
  List locations

  List all locations.

• Action
  Proceed Candidate

  Moves a candidate to a different stage of the pipeline in one of their job openings or talent pools.

• Action
  Update Candidate

  Updates an existing candidate's name, contact details, links, cover letter or CV in Recruitee. Only the fields you fill in are changed.

• Action
  Update job opening

  Updates an existing Recruitee job opening. Only the fields you fill in are changed.

• Action
  Update Task

  Updates a task.

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