Connect Capsule CRM and Willo

Both apps 90Capsule CRM 70Willo 20

• 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
  List Users

  Triggers when a new user is added to your Willo account.

• Action
  Accept Candidate

  Marks a participant in a Willo interview as Accepted and returns the updated participant. Can also update the participant's name, phone number and custom ID in the same step.

• Action
  Add department

  Creates a new department in your Willo organisation and returns the department, including its key and branding.

• Action
  Add interview from template

  Creates a new interview in Willo from one of your interview templates and returns the new interview.

• Action
  Create Company

  Creates a new company as a child organisation under your Willo organisation, with the owner you name.

• Action
  Create Interview

  Creates a new video interview in Willo with its questions, department, message templates and settings.

• Action
  Delete interview

  Deletes an interview from your Willo account.

• Action
  Delete participant

  Deletes a participant from Willo. Returns whether the deletion was confirmed.

• Action
  Get interview

  Returns a Willo interview by its key, including its questions, owner, department, reviewers, message templates and settings. An error occurs if the interview is not found.

• Action
  Get participant

  Returns a Willo participant (candidate) with their contact details, status, interview, department, scores and answers.

• Action
  Get user

  Returns a Willo user's details, including email, full name, phone, role and status.

• Action
  Invite Someone

  Invites a person to a Willo interview as a participant and returns the new participant with their invite link.

• Action
  List departments

  Returns the departments in your Willo organisation, optionally filtered by name, owner email or owner.

• Action
  List interviews

  Returns the interviews in your Willo account, optionally narrowed by department, owner or a search term, and sorted the way you choose.

• Action
  List message templates

  Returns the message templates (email and SMS) in your Willo account, optionally filtered by title, type or trigger.

• Action
  List participants

  Returns the participants in your Willo account, optionally narrowed to an interview, department or owner, or by a text search.

• Action
  List users

  Returns the users in your Willo account with their key, email and full name.

• Action
  Reject Candidate

  Rejects a candidate by setting the participant's status to Rejected, optionally updating their name, phone or custom ID.

• Action
  Update interview

  Updates an existing interview's details, questions, reviewers, message templates and settings, changing only the values you provide. Returns the updated interview.

• Action
  Update participant

  Updates a participant's name, phone, status (Accepted or Rejected) or your own reference ID.

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