Connect Capsule CRM and Shopify

Both apps 165Capsule CRM 70Shopify 95

• 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 cart

  Triggered when a cart is created.

• Trigger
  New customer

  Polling trigger that fires for each newly created Shopify customer. Fetches the 50 most recently created customers (sorted by creation date, newest first) via the GraphQL Admin API customers connection.

• Trigger
  New customer (instant)

  Triggered when a customer is added.

• Trigger
  New order

  Polls Shopify for orders (most recent first), returning a list of orders.

• Trigger
  New order (instant)

  Triggered when an order is created.

• Trigger
  New paid order

  Triggered when an order is paid.

• Trigger
  New product

  Triggers when a new product is created in Shopify. Polls the GraphQL Admin API products connection (first 50, sorted by createdAt ascending) and returns each product's id, title, handle, vendor, product_type, status, created_at, updated_at.

• Trigger
  Order fulfilled

  Triggered when an order is fulfilled.

• Trigger
  Order partially fulfilled

  Triggered when an order is partially fulfilled.

• Trigger
  Two-way sync new or updated customers

  Polling fetch body for the two-way customer sync trigger. Lists Shopify customers ordered oldest-to-newest by updated_at (GraphQL customers connection, sortKey: UPDATED_AT, reverse:false, first:250) so newly created or updated customers are surfaced for two-way synchronization.

• Trigger
  Updated cart

  Triggered when a cart is updated.

• Trigger
  Updated customer

  Triggered when a customer is updated.

• Trigger
  Updated fulfillment status

  Polling trigger: fetches recently-updated Shopify orders (any status) and returns each order's fulfillment status.

• Trigger
  Updated order

  Polls Shopify for recently updated orders (any status), most-recently-updated first.

• Trigger
  Updated order (instant)

  Triggered when an order is updated.

• Trigger
  Updated order payment status

  Polling trigger: fires when an order's payment (financial) status changes. Lists the 50 most recently updated orders via the GraphQL Admin API (orders sorted by UPDATED_AT desc) and dedups on order id + financial status so a new event fires only when the payment status changes.

• Trigger
  Updated product

  Polling trigger: fires for products that were recently updated. Fetches up to 50 products sorted by update time (most recent first) via the Shopify GraphQL Admin API, projecting id, title, handle, vendor, product_type, status, created_at and updated_at for each.

• Action
  Activate Inventory Item at Location

  Stocks an inventory item at a store location so it can hold quantity there, and returns the location's available quantity.

• Action
  Add customer

  Create a new Shopify customer (first name, last name, email, phone, note, tags) via the GraphQL Admin API customerCreate mutation. Returns the created customer's id, email, phone, first/last name and created_at.

• Action
  Add metafield to customer

  Add (set) a metafield on a Shopify customer, with the customer as the metafield owner. Inputs: Customer ID, Namespace, Key, Type (default single_line_text_field), Value. Returns the created/updated metafield's id, namespace, key, type, value.

• Action
  Add metafield to product

  Adds a metafield to the specified product.

• Action
  Add or update customer

  Creates a new customer if the email does not exist, otherwise updates the existing customer.

• Action
  Add product image

  Adds a new product image from the image at the specified URL.

• Action
  Add Product Option

  Adds one or two new options (for example Size or Color) to an existing product and gives every existing variant a value for them. Does nothing if the product already has an option with that name.

• Action
  Add tags to customer

  Adds one or more tags to the customer with the specified email. An error occurs if more than one customer is found. Existing tags on the customer are not removed.

• Action
  Add tags to order

  Adds the given comma-separated tags to a Shopify order (GraphQL Admin API tagsAdd mutation). Existing order tags are preserved; tagsAdd merges new tags onto the current set. Inputs: Order ID (numeric REST id, converted to a gid://shopify/Order GID), Tags (comma-separated). Returns the order GID (id) and the full resulting tag list (tags).

• Action
  Add transaction to order

  Add a transaction to an order. Captures payment for the order's authorized amount. Inputs: Kind (default capture), Amount, Currency, Parent Transaction ID, plus the Order ID setting. Returns the transaction id, kind, status and order id.

• Action
  Adjust Inventory Quantity

  Change an inventory item's available quantity at a location by a positive or negative amount.

• Action
  Apply gift card adjustment

  Apply an adjustment (credit) to a Shopify gift card's balance. Inputs: Gift Card ID, Amount, optional Note. Returns the resulting credit transaction id, note, amount, creation time, and the gift card's numeric id.

• Action
  Change product option names

  Update a Shopify product's core fields and (re)name its product options. Inputs: Product ID plus optional Title, Body HTML, Handle, Type, Published scope, Tags, Template suffix, Vendor, and Option 1/2/3 name. Returns the updated product id, title, options (name+position), and updated_at.

• Action
  Change product option names and values

  Change a product's option names and their values. Inputs: Product ID, Option 1/2/3 Name, Option 1/2/3 Values (comma-separated). Returns the product id, title, and the resulting options array.

• Action
  Complete draft order

  Completes a draft order.

• Action
  Create Metafield Definition

  Create a metafield definition (namespace, key, type, validations) for an owner type.

• Action
  Create Order with Calculated Tax

  Creates an order for a product variant, with Shopify calculating the tax from the shipping address, and returns the order totals and tax lines.

• Action
  Create or Update Theme File

  Create or replace a file in a theme. The store's Shopify app needs the write_themes scope.

• Action
  Create product

  Creates a new product.

• Action
  Create product variant

  Creates a new variant on an existing Shopify product. Inputs: SKU, Price, Weight, Barcode, Option1-3, Compare At Price, Inventory Quantity, plus the Product ID setting. Returns the created variant id, sku, price, title, option1, product_id and inventory_item_id.

• Action
  Create Product with Variants

  Create a product with up to three options and its variants (price, SKU, barcode, inventory settings) in one step.

• Action
  Delete item from location

  Disconnect (deactivate) an inventory item from a location, removing the inventory level — GraphQL Admin API equivalent of.

• Action
  Delete product

  Deletes an existing product.

• Action
  Delete product variant

  Deletes an existing product variant.

• Action
  Delete Theme File

  Delete a file from a theme. The store's Shopify app needs the write_themes scope.

• Action
  Find custom collection by name

  Returns details for the specified custom collection. If the custom collection is not found, an error occurs.

• Action
  Find customer by email

  Find a Shopify customer by email address. GraphQL Admin API: customers(first:1, query:"email:...") connection query; returns the first matching customer's email and numeric (legacyResourceId) customer_id.

• Action
  Find location by name

  Find a Shopify location by its exact name and return its Location ID. Fails if no location matches or if more than one location shares the name. (GraphQL Admin API port of the REST locations.json lookup.)

• Action
  Find orders

  Finds orders based upon search criteria. Emits the IDs of any matching orders. Use the "get order" action to fetch details for found orders.

• Action
  Find product by title

  Finds a product by a title search. An error occurs if zero or multiple match.

• Action
  Find product variant by SKU

  Find a single Shopify product variant by its SKU. Searches product variants for an exact SKU match, fails if zero or more than one variant matches. Returns the variant's id, sku, price, title, product id, inventory item id, and the full variant object.

• Action
  Find product variant by title

  Finds a product variant by a title search. An error occurs if zero or multiple match.

• Action
  Get all product ids in custom collection

  Returns all products (and their numeric ids) in a given custom collection.

• Action
  Get Base URL

  Returns the connected Shopify store's base URL and derives the store subdomain (store_name) from it. Pure-compute helper; makes no Shopify API call (nothing to migrate to GraphQL).

• Action
  Get customer

  Retrieve a single Shopify customer by Customer ID. Returns the customer's id, email, phone, state, first/last name, tags, created/updated timestamps, total spent, and orders count.

• Action
  Get customer metafield value

  Get a customer's metafield value by namespace and key. Returns its type, value, and numeric metafield id.

• Action
  Get fulfillment order

  Returns details for the specified order ID and fulfillment order ID. If either the order or fulfillment order is not found, an error occurs. Use the "get fulfillment order ids for order" action to fetch the fulfillment order ids for an order.

• Action
  Get fulfillment order ids for order

  Get the fulfillment order IDs for a Shopify order. Given a numeric Order ID, returns the count of fulfillment orders and their IDs.

• Action
  Get fulfillment order line items

  Lists the line items on a fulfillment order, with the quantity still left to fulfill.

• Action
  Get inventory item

  Returns details for the specified inventory item.

• Action
  Get inventory quantity

  Get available inventory quantity for an inventory item, optionally filtered to a single location.

• Action
  Get locations

  Retrieve the list of Shopify store locations. Returns each location's id, legacyResourceId, name, active state, and address.

• Action
  Get metafields for customer

  Get all metafields for a Shopify customer by Customer ID. Returns the list of metafield records (id, namespace, key, value, type) for the customer.

• Action
  Get metafields for product

  Retrieve all metafields for a product (up to 250). Takes the numeric Product ID setting and returns the list of metafields (id, namespace, key, value, type).

• Action
  Get order

  Get an order from Shopify by its numeric Order ID. Reads the order via the GraphQL Admin API (order(id:) query) and returns its name, email, currency, created date, total price, financial status, fulfillment status, and the full order object.

• Action
  Get product

  Returns all fields for the specified product ID. If the product is not found, an error occurs.

• Action
  Get product count: active products

  Returns a count of active products.

• Action
  Get product count: all products

  Returns a count of all products.

• Action
  Get product count: archived products

  Returns the number of archived products in the Shopify store.

• Action
  Get product count: draft products

  Returns the number of draft products in the Shopify store (status:draft).

• Action
  Get product metafield value

  Returns the value of a single product metafield identified by Namespace and Key for the given Product ID.

• Action
  Get Product Options

  Get a product's options and their values.

• Action
  Get product variant

  Get a single Shopify product variant by its numeric Variant ID. Returns id, sku, price, title, inventory_quantity, product_id, inventory_item_id, and the full variant object.

• Action
  Get product variant by SKU

  Look up a single Shopify product variant by its SKU. Searches product variants for the given SKU, fails if zero or more than one match. Returns the matched variant's id, sku, price, title, product id, inventory item id, and the full variant object.

• Action
  Get Sales Tax Rates by Location

  Returns the sales tax lines and total tax rate that apply at each active store location.

• Action
  Get Theme File

  Get a theme file's contents by theme and filename.

• Action
  Move fulfillment order line item

  Changes the location which is assigned to fulfill a number of unfulfilled fulfillment order line items.

• Action
  Order - add discount code

  Append a discount code to an in-progress order object before it is submitted to Shopify. GraphQL-shaped: the discount entry carries DraftOrderAppliedDiscountInput fields (title/code, value, valueType FIXED_AMOUNT|PERCENTAGE, amount) so the assembled order is ready for the draftOrderCreate / draftOrderUpdate GraphQL mutation. Mirrors the REST builder that appended {code, amount, type} to order.discount_codes; same inputs (Code, Type, Amount, Order) and outputs (order, discount_codes).

• Action
  Order - add line item

  Appends a line item to an in-memory order object (built by Order - initialize) before the order is created. Carries the same inputs (Variant ID, Quantity, Price, Total discount, Origin location ID, Is gift card, Fulfillment status).

• Action
  Order - add line item property

  Adds a custom line-item property (name/value pair) to the LAST line item of an in-flight Shopify order object being assembled in the Order builder chain (initialize -> add line item -> add line item property -> create). Pure in-memory mutation of the draft order; no API call. Returns the updated order object and its JSON encoding. (No REST->GraphQL change applies: this op never called the REST Admin API; it is a local order-builder helper. The eventual draftOrderCreate/orderCreate happens in the separate 'Order - create' op.)

• Action
  Order - add line item tax line

  Adds a tax line to the last line item of an in-memory order payload (builder, no API call). This op shapes the legacy order JSON structure; it does not call Shopify. Same inputs/outputs as the REST builder. Note: this never touched the Shopify REST API, so there is no GraphQL request equivalent — per-line-item user-supplied tax_lines are a REST Order-payload construct with no GraphQL counterpart (GraphQL computes tax lines server-side).

• Action
  Order - create

  Creates a new order.

• Action
  Order - initialize

  Starts a new Shopify order in your automation from the customer email, currency, billing and shipping addresses, tags, taxes and status you choose. It does not contact Shopify: pass the result through the Order - add steps (line items, discount codes) and then Order - create to place the order.

• Action
  Remove tags from customer

  Remove one or more comma-separated tags from a Shopify customer (looked up by email). GraphQL Admin API port: finds the customer via a customers(query:"email:...") query, then calls the tagsRemove mutation with the customer GID and the tag list. Returns the customer's numeric id and remaining tags.

• Action
  Remove tags from order

  Removes the given comma-separated tags from a Shopify order (by Order ID). Uses the GraphQL Admin API tagsRemove mutation; tags not present are ignored. Returns the order id and its remaining tags.

• Action
  Send customer invite

  Sends an account invite to a customer specified by their email address.

• Action
  Set Product Variant Metafield

  Create or update a metafield value on a product variant.

• Action
  Two-way sync add or update a customer

  Two-way sync: find a Shopify customer by email (or by the previously mapped customer id) and update it, otherwise create a new customer. Sets email, name, phone, note, tags, marketing consent and a single address. GraphQL Admin API port of the legacy REST customers create/update flow. Returns the customer id and updated_at.

• Action
  Update customer

  Updates an existing customer.

• Action
  Update Customer Default Address

  Updates a customer's default address, or adds one as the default if they have none. Fields left blank are not changed.

• Action
  Update Customer Email Marketing Consent

  Sets a Shopify customer's email marketing consent state and opt-in level.

• Action
  Update inventory item

  Updates a Shopify inventory item (sku, cost, tracked, country code of origin, harmonized system code). Takes the numeric Inventory Item ID.

• Action
  Update inventory quantity

  Set the absolute available inventory quantity for an inventory item at a specific location. GraphQL inventorySetQuantities mutation (name: available) replacing the REST inventory_levels/set.json endpoint. Returns the resulting available quantity, inventory item id, and location id.

• Action
  Update order

  Update an existing Shopify order's financial status by Order ID. Returns the order's numeric id, name, updated timestamp, and financial status.

• Action
  Update order as fulfilled

  Marks an order's fulfillment order as fulfilled by creating a fulfillment, optionally attaching tracking number/company and notifying the customer. GraphQL fulfillmentCreateV2 mutation.

• Action
  Update order line item as fulfilled

  Creates a fulfillment for an order's fulfillment order (optionally a specific line item) with tracking info, via the GraphQL fulfillmentCreateV2 mutation.

• Action
  Update product

  Update an existing product in Shopify (GraphQL Admin API, productUpdate mutation). Updates title, description, vendor, product type, tags, and/or status on the product identified by the Product ID setting; only provided fields are changed. Returns the product id, title, handle, status, updated timestamp, and admin GraphQL id.

• Action
  Update product variant

  Updates an existing variant of a Shopify product — its price, compare-at price, SKU, barcode, weight and option values. Fields left blank keep their current values.

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