Connect Openlayer to Capsule CRM

Both apps 94Openlayer 24Capsule CRM 70

• Trigger
  New Project

  Triggers when a new project is created in your Openlayer workspace.

• Trigger
  New Test Result

  Triggers when a new test result is available for a data source. Useful for alerting on passing or failing model tests.

• Action
  Create Data Source

  Creates a new data source in a project for streaming production data to Openlayer.

• Action
  Create Project

  Creates a new AI or ML project in your Openlayer workspace.

• Action
  Create Test

  Creates a data quality test in a project. Checks for duplicate rows, null values, or row counts.

• Action
  Delete Inference Pipeline

  Delete an inference pipeline by its ID. DELETE /inference-pipelines/{id}

• Action
  Delete Project

  Delete a project by its ID. DELETE /projects/{id}

• Action
  Delete Test

  Delete a test by its ID. DELETE /tests/{testId}

• Action
  Evaluate Test

  Evaluates a test for a specific time range. Use after publishing records to get immediate results.

• Action
  Find Data Source

  Finds a data source (inference pipeline) by name in a project.

• Action
  Find Project

  Finds a project by name in your Openlayer workspace.

• Action
  Find Test Result

  Finds test results for a data source, including whether each test passed or failed. Filter by outcome or test type to branch an automation on the result.

• Action
  Get Inference Pipeline

  Retrieve the details around a specific inference pipeline. GET /inference-pipelines/{id}

• Action
  Get Project

  Retrieves one project by its id. Openlayer has no single-project endpoint, so this reads the workspace's first 100 projects and returns the one matching the id.

• Action
  Get Test

  Retrieve a test by ID. GET /tests/{testId}

• Action
  Get Test Result

  Retrieves one test result by its id. Openlayer has no single-result endpoint, so this reads the data source's 100 most recent results and returns the matching one.

• Action
  List Inference Pipelines

  List the authenticated user's inference pipelines under a project. GET /projects/{id}/inference-pipelines

• Action
  List Projects

  Lists the projects in your Openlayer workspace, optionally narrowed to one kind of project. Returns up to 100 projects.

• Action
  List Test Results

  List all results for a test/goal under an inference pipeline. GET /inference-pipelines/{id}/results or GET /tests/{id}/results

• Action
  List Tests

  Lists the tests in a project, optionally narrowed by kind, archived state or monitoring mode. Returns up to 100 tests.

• Action
  Publish Record

  Publishes an LLM inference record to a data source for monitoring. Streams the model input, output, and metadata to Openlayer.

• Action
  Update Inference Pipeline

  Update an inference pipeline. PUT /inference-pipelines/{id}

• Action
  Update Project

  Update a project. PUT /projects/{id}

• Action
  Update Test

  Update a test (partial updates allowed). PUT /tests/{testId}

• 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

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