Integration

Connect Checkvist to Capsule CRM

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

Checkvist2 triggersCheckvist15 actionsCapsule CRM8 triggersCapsule CRM62 actions

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Everything your agent can do with Checkvist and Capsule CRM

Triggers and actions 10 triggers · 77 actions

Trigger
New List
Triggered when a new checklist is created in Checkvist.
Trigger
New List Item
Triggered when a new item is added to the chosen Checkvist checklist.
Action
Close Task
Marks a task in a Checkvist checklist as closed (done) and returns the updated task.
Action
Create List Item
Adds a new item (task) to a Checkvist checklist and returns the created item.
Action
Create New List
Creates a new Checkvist checklist and returns it.
Action
Create Several List Items
Adds several items to a Checkvist checklist at once from a block of text (one item per line) and returns the created items.
Action
Create Task Note
Adds a note (comment) to a task in a Checkvist checklist and returns the new note.
Action
Delete Checklist
Deletes a Checkvist checklist and returns the deleted list.
Action
Delete List Item
Deletes an item (task) from a Checkvist checklist and returns the deleted item.
Action
Get Checklist
Returns a single Checkvist checklist by its ID, with its name, sharing settings and item counts.
Action
Get List Item
Returns a single item (task) from a Checkvist checklist, optionally with its notes.
Action
List Checklists
Returns the Checkvist checklists the connected account can see.
Action
List List Items
Returns the items (tasks) in a Checkvist checklist.
Action
List Task Notes
Returns the notes (comments) on a task in a Checkvist checklist.
Action
Reopen Task
Reopens a closed task in a Checkvist checklist and returns the updated task.
Action
Update Checklist
Updates a Checkvist checklist's name or sharing setting and returns the updated list.
Action
Update List Item
Updates an item (task) in a Checkvist checklist and returns the updated item.
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

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