Integration
Connect OnePageCRM to Caspio
When something happens in OnePageCRM, your agent does the next thing in Caspio. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want OnePageCRM and Caspio to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Triggers and actions 13 triggers · 15 actions
Trigger
Closed Sales CycleTriggered when a sales cycle is closed — a deal is marked won or lost.
Trigger
Completed Next ActionTriggered when a next action is marked done in OnePageCRM.
Trigger
New CallTriggered when a phone call is logged in OnePageCRM.
Trigger
New ContactTriggered when a new contact is created in OnePageCRM.
Trigger
New DealTriggered when a new deal is created in OnePageCRM.
Trigger
New Next ActionTriggered when a new next action is created in OnePageCRM.
Trigger
New NoteTriggered when a new note is added to a contact in OnePageCRM.
Trigger
Updated ContactTriggered when a contact is created or changed in OnePageCRM.
Trigger
Updated DealTriggered when a deal is created or changed in OnePageCRM.
Action
Close Sales CycleCloses a deal in OnePageCRM by marking the sales cycle won or lost, with an optional close date and note.
Action
Create CallLogs a phone call against a contact in OnePageCRM, with notes, the number dialed, the outcome and an optional recording link.
Action
Create ContactCreates a contact in OnePageCRM, including your account's own custom fields.
Action
Create DealCreates a deal against a contact in OnePageCRM, with an amount, expected close date and notes.
Action
Create Next ActionAdds a next action (a to-do) against a contact in OnePageCRM, with an optional due date and assignee.
Action
Create NoteAdds a note to a contact's timeline in OnePageCRM.
Action
Find ContactFinds a contact in OnePageCRM by email address, or by searching names and companies, and returns the first match plus every match.
Action
Find DealFinds a deal in OnePageCRM by contact, status or name, and returns the first match plus every match.
Action
Find UserFinds a user in your OnePageCRM account by email address or name, and returns the first match plus every match.
Action
Update ContactUpdates a contact in OnePageCRM, including your account's own custom fields. Anything you leave blank keeps its current value.
Action
Update DealUpdates a deal in OnePageCRM. Anything you leave blank keeps its current value.
Trigger
Deleted RecordFires when a record is deleted from the selected Caspio table. Instant self-registering webhook (table.recordDelete) — picking this trigger and a Table auto-registers the Caspio webhook on activation, scoped to that table.
Trigger
New or Updated RecordFires when a record is inserted or updated in the selected Caspio table. Instant self-registering webhook registering both table.recordInsert and table.recordUpdate — picking this trigger and a Table auto-registers the Caspio webhook on activation, scoped to that table.
Trigger
New RecordFires when a new record is inserted into the selected Caspio table. Instant self-registering webhook (table.recordInsert) — picking this trigger and a Table auto-registers the Caspio webhook on activation, scoped to that table. Payload: trigger.body = {data:[record...], objectName, eventType, eventDate, eventId, ...}.
Trigger
Updated RecordFires when a record's field value changes in the selected Caspio table. Instant self-registering webhook (table.recordUpdate) — picking this trigger and a Table auto-registers the Caspio webhook on activation, scoped to that table.
Action
Download File from FieldDownload the file stored in an Attachment-type field of a specific record. Returns the raw file content.
Action
Find RecordsQuery records from a selected Caspio table with an optional WHERE filter, ORDER BY, and limit. Returns the matching records.
Action
Find View RecordsQuery records from a Caspio View (a saved joined/filtered/aggregated dataset spanning tables). Optional WHERE / ORDER BY / limit.
Action
Upload File to FieldUpload a file (from a URL) into an Attachment-type field of a specific record. Table from a dropdown, the attachment field and record ID (the record's primary-key value) are supplied per call. Requires an Attachment-type column (not the legacy File type).
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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