Connect Capsule CRM and vFairs

Both apps 125Capsule CRM 70vFairs 55

• 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 Attendee Registers on vFairs

  Triggers when a new attendee registers for your vFairs event.

• Trigger
  New Exhibitor Registers on vFairs

  Triggers when a new exhibitor (booth representative) is added to your vFairs event.

• Trigger
  New or Update Attendee on vFairs

  Triggers when an attendee registers for or updates their profile in your vFairs event.

• Trigger
  New or Update Speaker on vFairs

  Triggers when a speaker is added to or updates their profile in your vFairs event.

• Action
  Create/Update Booth

  Creates a new booth or updates an existing booth based on whether booth_id is provided.

• Action
  Create/Update Booth Document

  Creates a new booth document or updates an existing one. Include document_id to update, omit to create new.

• Action
  Create/Update Booth Representative

  Creates a new booth representative or updates an existing one based on whether user_id is provided.

• Action
  Create/Update Booth Video

  Creates a new booth video or updates an existing one.

• Action
  Create/Update Floor

  Creates a new floor or updates an existing floor based on whether floor_id is provided.

• Action
  Create/Update Session

  Creates a new session or updates an existing one. For multi-language events, create separate sessions for each language using different language_id values.

• Action
  Create/Update Session Handout

  Creates a new session handout or updates an existing one. Use handout_id=0 for new handouts.

• Action
  Create/Update Session Track

  Creates a new session track or updates an existing one. For multi-language events, create separate tracks for each language to ensure proper localization.

• Action
  Create/Update User Segment

  Creates a new user segment or updates an existing segment. The criteria_type determines which additional fields are required.

• Action
  Create/Update User Segment Rule

  Creates a new user segment rule or updates an existing rule based on whether id is provided.

• Action
  Delete Attendee

  Permanently removes an attendee from the event.

• Action
  Delete Booth

  Permanently removes a booth and optionally its associated representatives.

• Action
  Delete Booth Document

  Permanently deletes a booth document by its unique identifier.

• Action
  Delete Booth Representative

  Removes a booth representative from the system permanently.

• Action
  Delete Booth Video

  Deletes a booth video by its unique identifier.

• Action
  Delete Floor

  Permanently removes a floor and all associated data.

• Action
  Delete Job Vacancy

  Permanently removes a job vacancy from the specified booth.

• Action
  Delete Session

  Permanently removes a session from the event.

• Action
  Delete Session Handout

  Deletes a session handout by its unique identifier.

• Action
  Delete Session Track

  Permanently removes a session track from the event. This action cannot be undone and will affect any sessions associated with this track.

• Action
  Delete Speaker

  Removes a speaker from sessions or deletes them entirely from the event. Supports targeted removal from specific sessions or complete deletion.

• Action
  Delete User Segment

  Permanently removes a user segment and all associated data.

• Action
  Delete User Segment Rule

  Permanently removes a user segment rule and all associated data.

• Action
  Detach Speaker from All Sessions by Email

  Removes all associations between a speaker and their assigned sessions using the speaker's email address.

• Action
  Detach Speaker from All Sessions by Speaker ID

  Removes all associations between a speaker and their assigned sessions using the speaker's unique identifier.

• Action
  Detach Speaker from Session by Email

  Removes the association between a speaker and a session using the session ID and speaker email address.

• Action
  Detach Speaker from Session by Speaker ID

  Removes the association between a speaker and a session using their unique identifiers.

• Action
  Get Attendee Form Fields

  Retrieves all available registration form fields configured for the event. Use the `slug` values as keys when creating or updating attendees.

• Action
  Get Attendees

  Retrieves a paginated list of event attendees with optional filtering and sorting capabilities.

• Action
  Get Booth Documents

  Retrieves a paginated list of booth documents from the event with optional filtering capabilities.

• Action
  Get Booth Representatives

  Retrieves a paginated list of booth representatives with optional filtering by `booth`.

• Action
  Get Booths

  Retrieves a paginated list of exhibition booths with optional filtering capabilities.

• Action
  Get Booth Videos

  Retrieves a paginated list of booth videos for the event.

• Action
  Get Cities

  Retrieves a paginated list of cities for a specific region.

• Action
  Get Countries

  Retrieves a paginated list of all available countries.

• Action
  Get Event Details

  Retrieves comprehensive details for a specific event including metadata, configuration settings, and status information.

• Action
  Get Event Languages

  Retrieves a paginated list of `languages` available for event localization and multi-language configuration.

• Action
  Get Floors

  Retrieves a paginated list of `floors` for the current event.

• Action
  Get Job Categories

  Retrieves a paginated list of all available job categories for organizing career opportunities.

• Action
  Get Job Vacancies

  Retrieves a paginated list of job vacancies for a specific booth with optional filtering capabilities.

• Action
  Get Job Vacancy Fields

  Retrieves available job field options including experience levels, job types, education levels, and job categories for use in job vacancy creation and filtering.

• Action
  Get QR Scan Analytics

  Retrieves paginated `QR scan analytics` data showing who scanned whom and when during the event.

• Action
  Get Regions

  Retrieves a paginated list of regions for a specific country.

• Action
  Get Session Handouts

  Retrieves a paginated list of `session handouts`. Supports filtering by `session` or `handout` ID.

• Action
  Get Sessions

  Retrieves a paginated list of event `sessions` with optional filtering capabilities. Use `session_id` parameter to fetch details for a specific `session`.

• Action
  Get Session Tracks

  Retrieves a paginated list of `session tracks` for the event. Supports filtering by `track ID`, `session type`, and `status`.

• Action
  Get Speaker Form Fields

  Retrieves the dynamic form configuration for speaker registration. Returns field definitions including validation rules and data types required for speaker creation.

• Action
  Get Speakers

  Retrieves a paginated list of `speakers` for the event. Supports filtering by `speaker` details and `session` associations.

• Action
  Get User Journey Analytics

  Retrieves detailed user journey analytics showing user interactions, page visits, and engagement patterns throughout the event.

• Action
  Get User Segment Rules

  Retrieves a paginated list of user segment rules for the current event.

• Action
  Get User Segments

  Retrieves a paginated list of user segments for the current event with optional filtering.

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