Connect Capsule CRM and Smartsheet via API Token

Both apps 173Capsule CRM 70Smartsheet via API Token 103

• 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
  List contacts

  List contacts

• Trigger
  List dashboards

  List dashboards

• Trigger
  List org groups

  List org groups

• Trigger
  List reports

  List reports

• Trigger
  List sheets

  List sheets

• Trigger
  List workspaces

  List workspaces

• Trigger
  New favorite

  Triggers when a new item is added to your favorites.

• Trigger
  New row

  Polling trigger: fires when a new row is added to the specified sheet. Each row carries a stable id for deduplication.

• Trigger
  New search result

  Triggers when a new item matches your search query.

• Action
  Add columns

  Add columns

• Action
  Add favorites

  Add favorites

• Action
  Add image to cell

  Add image to cell

• Action
  Add rows

  Add one or more rows to a sheet. Provide an array of row objects with cells.

• Action
  Add summary fields

  Add summary fields

• Action
  Attach file or URL to comment

  Attach file or URL to comment

• Action
  Attach file or URL to row

  Attach file or URL to row

• Action
  Attach file or URL to sheet

  Attach file or URL to sheet

• Action
  Attach new version

  Attach new version

• Action
  Copy folder

  Copy folder

• Action
  Copy rows to another sheet

  Copy rows to another sheet

• Action
  Copy sheet

  Copy sheet

• Action
  Copy workspace

  Copy workspace

• Action
  Create a comment

  Create a comment

• Action
  Create a discussion on a row

  Create a discussion on a row

• Action
  Create an update request

  Create an update request

• Action
  Create cross-sheet references

  Create cross-sheet references

• Action
  Create discussion

  Create discussion

• Action
  Create folder

  Create a folder in the user's Home.

• Action
  Create folder in workspace

  Create folder in workspace

• Action
  Create proof

  Create proof

• Action
  Create proof discussion

  Create proof discussion

• Action
  Create proof request

  Create proof request

• Action
  Create sheet

  Creates a new sheet with the given name and columns in the user's home "Sheets" area. To create a sheet inside a specific folder or workspace, use Create sheet in folder or Create sheet in workspace.

• Action
  Create sheet in folder

  Create sheet in folder

• Action
  Create sheet in workspace

  Create sheet in workspace

• Action
  Create workspace

  Create workspace

• Action
  Delete a comment

  Delete a comment

• Action
  Delete a discussion

  Delete a discussion

• Action
  Delete an update request

  Delete an update request

• Action
  Delete attachment

  Delete attachment

• Action
  Delete column

  Delete column

• Action
  Delete favorites

  Removes one or more objects of a given type from the user's Smartsheet favorites. Accepts a single object ID or a comma-separated list.

• Action
  Delete folder

  Delete folder

• Action
  Delete report

  Delete report

• Action
  Delete rows

  Delete rows

• Action
  Delete sent update request

  Delete sent update request

• Action
  Delete sheet

  Delete a sheet by id.

• Action
  Delete summary fields

  Delete summary fields

• Action
  Delete workspace

  Delete workspace

• Action
  Edit a comment

  Edit a comment

• Action
  Get a comment

  Get a comment

• Action
  Get an update request

  Get an update request

• Action
  Get attachment

  Get attachment

• Action
  Get column

  Get column

• Action
  Get contact

  Get contact

• Action
  Get cross-sheet reference

  Get cross-sheet reference

• Action
  Get discussion

  Get discussion

• Action
  Get folder metadata

  Get folder metadata

• Action
  Get proof

  Get proof

• Action
  Get report

  Get report

• Action
  Get row

  Get a single row from a sheet by row id.

• Action
  Get sent update request

  Get sent update request

• Action
  Get sheet

  Get a sheet by id, including its rows and columns.

• Action
  Get sheet summary

  Get sheet summary

• Action
  Get summary fields

  Get summary fields

• Action
  Get user

  Get user

• Action
  Get workspace

  Retrieves a Smartsheet workspace by ID, including its sheets, folders, reports, sights, templates, permalink, and access level.

• Action
  Is favorite

  Is favorite

• Action
  List attachments

  List attachments

• Action
  List columns

  List all columns of a sheet.

• Action
  List contents

  List contents

• Action
  List cross-sheet references

  List cross-sheet references

• Action
  List discussion attachments

  List discussion attachments

• Action
  List discussions

  List discussions

• Action
  List discussions with a row

  List discussions with a row

• Action
  List folder children

  List folder children

• Action
  List folders

  List the folders in the user's Home.

• Action
  List proof attachments

  List proof attachments

• Action
  List proofs

  List proofs

• Action
  List row attachments

  List row attachments

• Action
  List sheet rows

  Convenience read: returns the rows of a sheet (the full sheet object with rows and columns).

• Action
  List sheets

  List all sheets the user has access to.

• Action
  Lists sent update requests

  Lists sent update requests

• Action
  List update requests

  List update requests

• Action
  List workspace children

  List workspace children

• Action
  List workspaces

  List all workspaces the user has access to.

• Action
  Move folder

  Move folder

• Action
  Move rows to another sheet

  Move rows to another sheet

• Action
  Move sheet

  Move sheet

• Action
  Search

  Search across all sheets the user can access for the given text.

• Action
  Search sheet

  Search a specific sheet for the given text.

• Action
  Send report via email

  Send report via email

• Action
  Send rows via email

  Send rows via email

• Action
  Send sheet via email

  Send sheet via email

• Action
  Sort rows in sheet

  Sort rows in sheet

• Action
  Update an update request

  Update an update request

• Action
  Update column

  Update column

• Action
  Update folder

  Update folder

• Action
  Update proof status

  Update proof status

• Action
  Update rows

  Update one or more existing rows in a sheet. Provide an array of row objects each with an id and cells.

• Action
  Update sheet

  Update sheet

• Action
  Update summary fields

  Update summary fields

• Action
  Update workspace

  Update workspace

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