Connect Capsule CRM and Vryno

Both apps 108Capsule CRM 70Vryno 38

• 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
  Create or Update Call Log

  Triggers when a call log is created or updated in Vryno.

• Trigger
  Create or Update Case

  Triggers when a case is created or updated in Vryno.

• Trigger
  Create or Update Contact

  Triggers when a contact is created or updated in Vryno CRM.

• Trigger
  Create or Update Invoice

  Triggers when an invoice is created or updated in Vryno.

• Trigger
  Create or Update Lead

  Triggers when a lead is created or updated in Vryno.

• Trigger
  Create or Update Meeting

  Triggers when a meeting is created or updated in Vryno.

• Trigger
  Create or Update Project

  Triggers when a project is created or updated in Vryno.

• Trigger
  Create or Update Quote

  Triggers when a quote is created or updated in Vryno CRM.

• Trigger
  Create or Update Sales Order

  Triggers when a sales order is created or updated in Vryno.

• Trigger
  Create or Update Task

  Triggers when a task is created or updated in Vryno.

• Action
  Create or Update Case

  Creates a new case in Vryno CRM, or updates an existing case when a case id is supplied. Returns the saved case.

• Action
  Create or Update Deal

  Creates a new deal in Vryno CRM, or updates an existing deal when a Deal ID is supplied. Returns the saved deal.

• Action
  Create or Update Invoice

  Creates a new invoice in Vryno, or updates an existing one when an invoice ID is supplied.

• Action
  Create or Update Lead

  Creates a new lead in Vryno CRM, or updates an existing lead when a Lead ID is supplied. Returns the saved lead.

• Action
  Create or Update Organization

  Creates a new organization in Vryno CRM, or updates an existing one when an organization ID is supplied. Returns the saved organization.

• Action
  Create or Update Product

  Creates a new product in Vryno CRM, or updates an existing product when a product id is supplied.

• Action
  Create or Update Project

  Creates a new project in Vryno, or updates an existing project when a project id is supplied. Returns the saved project.

• Action
  Create or Update Quote

  Creates a new quote in Vryno, or updates an existing quote when a quote ID is supplied.

• Action
  Create or Update Sales Order

  Creates a new sales order in Vryno, or updates an existing one when a sales order ID is supplied.

• Action
  Create or Update Task

  Creates a new task in Vryno CRM, or updates an existing task when a task ID is supplied.

• Action
  Create or Update Vendor

  Creates a new vendor in Vryno CRM, or updates an existing vendor when a vendor ID is supplied, and returns the saved vendor.

• Action
  Delete contact

  Deletes a contact in Vryno CRM by its ID and returns Vryno's confirmation message.

• Action
  Delete lead

  Deletes a lead from Vryno CRM by its ID and returns Vryno's confirmation.

• Action
  Find contacts

  Returns the contacts in Vryno CRM that match the filters you specify, or those in a chosen custom view.

• Action
  Find deals

  Returns the deals that match the conditions you specify, such as a deal name or email.

• Action
  Find leads

  Returns the leads in Vryno CRM that match the conditions you specify, such as a name or email address.

• Action
  Get Case

  Returns one case from Vryno CRM by its id, including any custom fields you ask for.

• Action
  Get contact

  Returns one contact from Vryno CRM by its id. An error occurs if the contact is not found.

• Action
  Get deal

  Returns one Vryno deal by its id, including any fields your account has added to deals. An error occurs if the deal is not found.

• Action
  Get Invoice

  Returns one invoice from Vryno CRM by its id, including any custom fields you name. An error occurs if the invoice is not found.

• Action
  Get lead

  Returns a single lead from Vryno CRM by its id, including any custom fields you name. An error occurs if the lead is not found.

• Action
  Get Organization

  Returns one organization from Vryno CRM by its id, including any custom fields you ask for. An error occurs if the organization is not found.

• Action
  Get Product

  Returns a single product from Vryno by its id, including any custom fields you ask for. An error occurs if the product is not found.

• Action
  Get Project

  Returns a project from Vryno by its id, including any custom fields you name. An error occurs if the project is not found.

• Action
  Get Quote

  Returns a single quote from Vryno CRM by its id, including its billing and shipping details, related records and totals.

• Action
  Get Sales Order

  Returns a single sales order from Vryno by its id, including any custom fields you name.

• Action
  Get Task

  Returns a task from Vryno CRM by its id, including its status, assignee, due date and priority. Fails if the task is not found.

• Action
  Get Vendor

  Returns one vendor from Vryno CRM by its id, including any custom fields you ask for.

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