Connect Capsule CRM and Streamtime

Both apps 95Capsule CRM 70Streamtime 25

• 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
  Company Created

  Triggers when a new company is created in Streamtime.

• Trigger
  Company Updated

  Triggers when a company in Streamtime is created or any of its details change.

• Trigger
  Job Activity

  Triggers when a new activity entry (comment, post or update notification) is added to a Streamtime job.

• Trigger
  Job Comment Created

  Triggers when a new comment is posted on a Streamtime job.

• Trigger
  Job Created

  Triggers when a new job is created in Streamtime.

• Trigger
  Label Added

  Triggers when a label is added to a specific Streamtime record (job, quote, invoice, company, contact, etc.), or when a new master label is created for a label type if no record is chosen.

• Trigger
  Quote Approved

  Triggers when a quote is approved in Streamtime.

• Trigger
  Quote Sent

  Triggers when a quote is sent to a client in Streamtime.

• Action
  Add Label

  Adds a label to a job, quote, invoice, logged expense, company, contact, user or job group in Streamtime.

• Action
  Create Company

  Creates a new company (client or supplier) in Streamtime.

• Action
  Create Contact

  Creates a new contact under a company in Streamtime.

• Action
  Create Expense

  Creates a logged expense against a job in Streamtime.

• Action
  Create Job Comment

  Adds a comment to a Streamtime job's activity feed.

• Action
  Create Job Post

  Creates a post in a job's activity feed in Streamtime.

• Action
  Create Personal ToDo

  Creates a personal To Do (a time entry not attached to any job) for a Streamtime user on a given date.

• Action
  Find Branch

  Finds Streamtime branches whose name or external name matches the given branch name.

• Action
  Find Company

  Finds companies in Streamtime that match a search filter, such as a company name.

• Action
  Find Contact

  Searches Streamtime contacts matching a filter and returns the matching contacts.

• Action
  Find Expense

  Finds logged expenses in Streamtime that match a search filter, such as a supplier, job or date condition.

• Action
  Find Invoice

  Finds invoices in Streamtime that match a search filter, such as an invoice number, company or status.

• Action
  Find Job

  Finds jobs that match a search filter, such as a job name or status condition.

• Action
  Find Quote

  Searches Streamtime quotes matching a filter and returns the matching quotes.

• Action
  Find User

  Finds users in your Streamtime organisation by email address or display name.

• Action
  Get ToDo

  Returns a single Streamtime To Do (logged time entry) by its id, including its date, minutes, notes, status and costs.

• Action
  List Job Activity Entries

  Returns the activity entries (comments, posts and update notifications) on a Streamtime job, optionally limited to one activity type.

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