Integration

Connect Siteleaf to Capsule CRM

When something happens in Siteleaf, 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.

Siteleaf4 triggersSiteleaf17 actionsCapsule CRM8 triggersCapsule CRM62 actions

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What do you want Siteleaf and Capsule CRM to do together?

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Everything your agent can do with Siteleaf and Capsule CRM

Triggers and actions 12 triggers · 79 actions

Trigger
New Collection
Triggered when a new collection is created.
Trigger
New Document
Triggered when a new document is created.
Trigger
New Page
Triggered when a new page is created.
Trigger
New Site
Triggered when a new site is created.
Action
Add Collection
Create a new collection on a site. POST https://api.siteleaf.com/v2/sites/:site_id/collections
Action
Create Document
Creates a new document.
Action
Create Page
Creates a new page.
Action
Delete Collection
Delete a collection. DELETE https://api.siteleaf.com/v2/sites/:site_id/collections/:path
Action
Delete Document
Delete a document. DELETE https://api.siteleaf.com/v2/sites/:site_id/collections/:path/documents/:id
Action
Delete Page
Delete a page. DELETE https://api.siteleaf.com/v2/sites/:site_id/pages/:id
Action
Get Document
Get a single document by id. GET https://api.siteleaf.com/v2/sites/:site_id/collections/:path/documents/:id
Action
Get Page
Get a single page by id. GET https://api.siteleaf.com/v2/sites/:site_id/pages/:id
Action
Get Site
Get a single site by id. GET https://api.siteleaf.com/v2/sites/:site_id
Action
List Collections
List collections for a site. GET https://api.siteleaf.com/v2/sites/:site_id/collections
Action
List Documents
List documents in a collection, filterable by search/visibility/extensions. GET https://api.siteleaf.com/v2/sites/:site_id/collections/:path/documents
Action
List Pages
List pages for a site, filterable by search/visibility/extensions. GET https://api.siteleaf.com/v2/sites/:site_id/pages
Action
List Sites
List all sites for the authenticated user. GET https://api.siteleaf.com/v2/sites
Action
Update Collection
Update a collection's title/path/metadata. PUT https://api.siteleaf.com/v2/sites/:site_id/collections/:path
Action
Update Document
Update an existing document's title/body/tags/categories/metadata. PUT https://api.siteleaf.com/v2/sites/:site_id/collections/:path/documents/:id
Action
Update Page
Update an existing page's title/body/metadata. PUT https://api.siteleaf.com/v2/sites/:site_id/pages/:id
Action
Update Site
Update a site's settings. PUT https://api.siteleaf.com/v2/sites/:site_id
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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