Integration

Connect Capsule CRM to Ticket Tailor

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

Capsule CRM8 triggersCapsule CRM62 actionsTicket Tailor10 triggersTicket Tailor67 actions

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Everything your agent can do with Capsule CRM and Ticket Tailor

Triggers and actions 18 triggers · 129 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
Event Created
Triggers when a new event is created.
Trigger
Event Deleted
Triggers when an existing event is deleted.
Trigger
Event Updated
Triggers when an existing event is updated.
Trigger
Issued Membership Created
Triggers when a new issued membership is created.
Trigger
Issued Membership Updated
Triggers when an issued membership is created or updated.
Trigger
Issued Ticket Created
Triggers when a new issued ticket is created.
Trigger
Issued Ticket Updated
Triggers when an existing issued ticket is updated.
Trigger
Order Created
Triggers when new order is created (currency values are always in cents, or equivalent, with no decimals).
Trigger
Order Updated
Triggers when existing order is updated (currency values are always in cents, or equivalent, with no decimals).
Trigger
Waitlist Signup Created (instant)
Instant trigger: fires when a Ticket Tailor waitlist signup is created (waitlist_signup.created). Self-registering webhook.
Action
Box Office Overview
Show box office statistics information.
Action
Create Bundle
Create a bundle for the given event series ID.
Action
Create Check-In (Out)
Create check-in or check-out.
Action
Create Discount
Creates a discount code that can be used on checkout.
Action
Create Event Occurrence
Create event for event series.
Action
Create Event Series
Creates a new event series.
Action
Create Hold
Creates a new hold in the system.
Action
Create Issued Membership
Creates a new issued membership.
Action
Create Issued Membership Redemption
Creates a redemption for an issued membership at a specific event. This records that the issued membership was used for entry to the event.
Action
Create Issued Ticket (Fees Apply)
Creates a new issued ticket for an event occurrence from the available inventory. This action incurs a fee per issued ticket, even if the ticket is free. Send the event_id and ticket_type_id to create the issued ticket from an event occurrence's ticket type allocation. Alternatively, send the hold_id to create the issued ticket from a pre-existing hold. The issued ticket is not associated to an order. The request will fail if no tickets are available to fulfil the request, or the ticket type is a 'seated' type (uses a seating chart).
Action
Create Membership Type
Creates a new membership type.
Action
Create Override
Create an override for the given event series id.
Action
Create Product
Create a new product.
Action
Create Ticket Group
Create a ticket group for the given event series id.
Action
Create Ticket Type
Create a ticket type for the given event series id.
Action
Create Voucher
Creates a new voucher and the associated voucher codes, if given.
Action
Delete Bundle
Delete a bundle. This action is irreversible. The bundle will be permanently removed.
Action
Delete Discount
Delete a discount. This action is irreversible. The discount will be permanently removed.
Action
Delete Event Occurrence
Delete event occurrence.
Action
Delete Event Series
Deletes event series.
Action
Delete Hold
Delete a hold. This action is irreversible. The hold will be permanently removed.
Action
Delete Membership Type
Delete membership type.
Action
Delete Product
Delete a product. This action is irreversible. The product will be permanently removed.
Action
Delete Ticket Group
Delete a ticket group. This action is irreversible. The ticket group will be permanently removed and any ticket types or bundles in the group will be removed from the group.
Action
Delete Ticket Type
Delete a ticket type. This action is irreversible. The ticket type will be permanently removed.
Action
Delete Voucher
Delete voucher and its associated voucher codes. This action is irreversible. The voucher and its voucher codes will be permanently removed.
Action
Get Discount
Returns a single discount; all currency values are in cents (or equivalent), with no decimals.
Action
Get Event
Returns a single event; all currency values are in cents (or equivalent), with no decimals.
Action
Get Event Occurrence
Returns a single event occurrence; all currency values are in cents (or equivalent), with no decimals.
Action
Get Event Series
Returns a single event series; all currency values are in cents (or equivalent), with no decimals.
Action
Get Hold
Returns a single hold.
Action
Get Issued Membership
Returns a single issued membership.
Action
Get Issued Ticket
Returns a single issued ticket.
Action
Get List of Check-Ins
Returns a list of check-ins.
Action
Get List of Discounts
Returns a list of discounts.
Action
Get List of Event Occurrences
Returns a list of event occurrences.
Action
Get List of Events
Returns a list of events.
Action
Get List of Event Series
Returns a list of event series.
Action
Get List of Event Series Overrides
Returns a list of event series overrides.
Action
Get List of Holds
Returns a list of holds.
Action
Get List of Issued Memberships
Returns a list of issued memberships.
Action
Get List of Issued Tickets
Returns a list of issued tickets.
Action
Get List of Membership Types
Returns a list of membership types.
Action
Get List of Orders
Returns a list of orders belonging to box office.
Action
Get List of Products
Returns a list of products.
Action
Get List of Stores
Returns a list of stores.
Action
Get List of Vouchers
Returns a list of vouchers.
Action
Get List of Waitlist Signups
Returns a list of waitlist signups.
Action
Get Membership Type
Returns a single membership type.
Action
Get Product
Returns a single product; all currency values are in cents (or equivalent), with no decimals.
Action
Get Store
Returns store configuration.
Action
Get Voucher
Returns a single voucher; all currency values are in cents (or equivalent), with no decimals.
Action
Update Bundle
Update existing bundle.
Action
Update Discount
Updates an existing discount.
Action
Update Event Occurrence
Updates an existing event occurrence.
Action
Update Event Series
Updates an existing event series.
Action
Update Issued Membership
Updates an existing issued membership.
Action
Update Membership Type
Updates an existing membership type.
Action
Update Override
Update existing override.
Action
Update Product
Updates an existing product.
Action
Update Store
Updates store configuration.
Action
Update Ticket Group
Update existing ticket group.
Action
Update Ticket Type
Update existing ticket type.
Action
Update Voucher
Update an exiting voucher. If any voucher codes are given, create new voucher codes and associate them with the voucher.
Action
Void Issued Membership
Voids an existing issued membership.
Action
Void Issued Ticket
Mark an issued ticket as voided. This action is irreversible. This will only mark the ticket as voided (no longer valid) and will not cancel an entire order or issue a refund. You can also void an issued ticket to a hold, which will create a hold from the issued ticket and not put the allocation back on sale.
Action
Void Voucher Code
Mark a voucher code as voided. This action is irreversible. This will only mark one voucher code as voided, and will not impact the other related codes.

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