Integration

Connect Capsule CRM to SureCart

When something happens in Capsule CRM, your agent does the next thing in SureCart. Describe it in plain language and the automation is built, tested on every branch and kept running.

Capsule CRM8 triggersCapsule CRM62 actionsSureCart44 triggersSureCart26 actions

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What do you want Capsule CRM and SureCart to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Capsule CRM and SureCart

Triggers and actions 52 triggers · 88 actions

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 (POST /api/v2/tasks), 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
Affiliation Request Approved
Triggers when a affiliation request is approved.
Trigger
Affiliation Request Created
Triggers when a affiliation request is created.
Trigger
Affiliation Request Denied
Triggers when a new affiliation request is denied.
Trigger
Cancellation Act Created
Triggers when a cancellation act is created.
Trigger
Cancellation Act Updated
Triggers when a cancellation act is updated.
Trigger
Customer Created
Triggers when a customer is created.
Trigger
Customer Updated
Triggers when a customer is updated.
Trigger
Fulfillment Created
Triggers when a fulfillment is created.
Trigger
Fulfillment Deleted
Triggers when a fulfillment is deleted.
Trigger
Fulfillment Updated
Triggers when a fulfillment is updated.
Trigger
Order Created
Triggers when a order is created.
Trigger
Order Delivered
Triggers when a order is delivered.
Trigger
Order Fulfilled
Triggers when a order is fulfilled.
Trigger
Order Paid
Triggers when a order is paid.
Trigger
Order Partially Fulfilled
Triggers when a order is partially fulfilled.
Trigger
Order Partially Shipped
Triggers when a order is partially shipped.
Trigger
Order Payment Failed
Triggers when a order payment fails.
Trigger
Order Processing
Triggers when a order becomes processing.
Trigger
Order Shipped
Triggers when a order is shipped.
Trigger
Order Unfulfilled
Triggers when a order is unfulfilled.
Trigger
Order Voided
Triggers when a order is voided.
Trigger
Payout Completed
Triggers when a payout is completed.
Trigger
Purchase Created
Triggers when a purchase is created.
Trigger
Purchase Invoked
Triggers when a purchase is invoked.
Trigger
Purchase Revoked
Triggers when a purchase is revoked.
Trigger
Purchase Updated
Triggers when a purchase is updated.
Trigger
Referral Approved
Triggers when a referral is approved.
Trigger
Referral Created
Triggers when a referral is created.
Trigger
Refund Created
Triggers when a refund is created.
Trigger
Refund Succeeded
Triggers when a refund succeeds.
Trigger
Return Request Completed
Triggers when a return request is completed.
Trigger
Return Request Created
Triggers when a return request is created.
Trigger
Return Request Deleted
Triggers when a return request is deleted.
Trigger
Return Request Opened
Triggers when a return request is opened.
Trigger
Return Request Updated
Triggers when a return request is updated.
Trigger
Subscription Active
Triggers when a subscription becomes active.
Trigger
Subscription Canceled
Triggers when a subscription is canceled.
Trigger
Subscription Completed
Triggers when a subscription is completed.
Trigger
Subscription Created
Triggers when a subscription is created.
Trigger
Subscription Past Due
Triggers when a subscription becomes past due.
Trigger
Subscription Renewed
Triggers when a subscription is renewed.
Trigger
Subscription Set to Cancel
Triggers when a subscription is set to cancel.
Trigger
Subscription Trialing
Triggers when a subscription becomes trialing.
Trigger
Subscription Updated
Triggers when a subscription is updated.
Action
Find Affiliation
Find an existing affiliation by ID.
Action
Find Affiliation Request
Find an existing affiliation request by ID.
Action
Find Cancellation Act
Find an existing cancellation act by ID.
Action
Find Checkout
Find an existing checkout by ID.
Action
Find Click
Find an existing click by ID.
Action
Find Coupon
Find an existing coupon by ID.
Action
Find Customer
Find an existing customer by ID.
Action
Find Fulfillment
Find an existing fulfillment by ID.
Action
Find Fulfillment Item
Find an existing fulfillment item by ID.
Action
Find Line Item
Find an existing line item by ID.
Action
Find Order
Find an existing order by ID.
Action
Find Payment Intent
Find an existing payment intent by ID.
Action
Find Payment Method
Find an existing payment method by ID.
Action
Find Payout
Find an existing payout by ID.
Action
Find Payout Group
Find an existing payout group by ID.
Action
Find Price
Find an existing price by ID.
Action
Find Product
Find an existing product by ID.
Action
Find Promotion
Find an existing promotion by ID.
Action
Find Purchase
Find an existing purchase by ID.
Action
Find Referral
Find an existing referral by ID.
Action
Find Referral Item
Find an existing referral item by ID.
Action
Find Refund
Find an existing refund by ID.
Action
Find Return Item
Find an existing return item by ID.
Action
Find Return Request
Find an existing return request by ID.
Action
Find Subscription
Find an existing subscription by ID.
Action
Find Tracking
Find an existing tracking by ID.

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The other way round: SureCart to Capsule CRM