Connect Slack and Capsule CRM

Both apps 145Slack 75Capsule CRM 70

• Trigger
  New Channel

  Triggers when a new channel is created in the workspace.

• Trigger
  New Channel (instant)

  Triggers when a new channel is created (Slack event channel_created).

• Trigger
  New Channel Member

  Triggers when a member joins a chosen channel (Slack event member_joined_channel).

• Trigger
  New File (instant)

  Triggers when a new file is uploaded to the workspace (Slack event file_created).

• Trigger
  New Mention (instant)

  Triggers when a username or keyword is mentioned in a channel. Events API message events with keyword filter.

• Trigger
  New Message Posted to Channel

  Triggers when a message is posted to a chosen channel (Slack event message.channels).

• Trigger
  New Message Posted to Private Channel

  Triggers when a message is posted to a chosen private channel or group DM (Slack events message.groups, message.mpim).

• Trigger
  New Pinned Item

  Triggers when an item is pinned in a channel.

• Trigger
  New Public Message Posted Anywhere

  Triggers when a message is posted to any public channel (Slack event message.channels).

• Trigger
  New Reaction Added

  Triggers when an emoji reaction is added to a message (Slack event reaction_added).

• Trigger
  New Saved Message

  Triggers when a message or file is saved (starred) (Slack event star_added).

• Trigger
  New Team Custom Emoji

  Triggers when a custom emoji is added to the workspace (Slack event emoji_changed).

• Trigger
  New Thread Reply

  Triggers when a new reply is added to a message thread.

• Trigger
  New User

  Triggers when a new user joins the workspace. Polling; deduped by user id.

• Trigger
  New User (instant)

  Triggers when a new user joins the workspace (Slack event team_join).

• Action
  Add Bookmark

  Add a bookmark to a channel.

• Action
  Add Reaction

  Add an emoji reaction to a message.

• Action
  Add Star

  Save a message or file by starring it.

• Action
  Archive Channel

  Archive a channel.

• Action
  Complete Reminder

  Mark a reminder as complete.

• Action
  Create Canvas

  Create a standalone canvas document.

• Action
  Create Channel

  Create a new public or private channel.

• Action
  Create Channel Canvas

  Create a canvas attached to a channel.

• Action
  Create Reminder

  Create a reminder for a user at a specified time.

• Action
  Delete Canvas

  Delete a canvas.

• Action
  Delete File

  Delete a file from the workspace.

• Action
  Delete Message

  Delete a message from a channel by timestamp.

• Action
  Delete Reminder

  Delete a reminder.

• Action
  Delete Scheduled Message

  Cancel a scheduled message before it is sent.

• Action
  Edit Bookmark

  Edit an existing channel bookmark.

• Action
  Edit Canvas

  Edit the content of a canvas.

• Action
  Find Channel by Name

  List channels filtered to locate a channel by name (client filters the returned list).

• Action
  Find User by Email

  Look up a Slack user by their email address.

• Action
  Get Channel Messages

  Fetch the message history of a channel.

• Action
  Get File Info

  Get information about a file.

• Action
  Get Message Permalink

  Get a permanent link to a specific message.

• Action
  Get Message Reactions

  Get the emoji reactions on a message.

• Action
  Get Team Info

  Get information about the workspace.

• Action
  Get Thread Replies

  Get the replies in a message thread.

• Action
  Get User Info

  Get profile information for a Slack user by ID.

• Action
  Get User Presence

  Get a user's current presence status.

• Action
  Get User Profile

  Get a user's profile fields.

• Action
  Invite User to Channel

  Invite one or more users to a channel (comma-separated user IDs).

• Action
  Join Channel

  Join a public channel.

• Action
  Leave Channel

  Leave a channel.

• Action
  List Bookmarks

  List the bookmarks in a channel.

• Action
  List Channel Members

  List the members of a channel.

• Action
  List Channels

  List channels in the workspace (public and private).

• Action
  List Custom Emojis

  List the workspace's custom emojis.

• Action
  List Files

  List files in the workspace, optionally filtered by channel or user.

• Action
  List Pinned Items

  List the items pinned in a channel.

• Action
  List Scheduled Messages

  List messages scheduled to be sent later.

• Action
  List User Groups

  List the workspace's user groups.

• Action
  List Users

  List all users in the workspace.

• Action
  List User's Channels

  List the channels a user is a member of.

• Action
  Mark Channel Read

  Set the read cursor position in a channel.

• Action
  Pin Message

  Pin a message to a channel.

• Action
  Remove Bookmark

  Remove a bookmark from a channel.

• Action
  Remove Reaction

  Remove an emoji reaction from a message.

• Action
  Remove Star

  Remove a star from a message or file.

• Action
  Remove User from Channel

  Remove a member from a channel.

• Action
  Rename Channel

  Rename a channel.

• Action
  Schedule Message

  Schedule a message to be sent to a channel at a future Unix time.

• Action
  Search Files

  Search files across the workspace.

• Action
  Search Messages

  Search messages across the workspace.

• Action
  Send Direct Message

  Open a DM with a user and post a message to it.

• Action
  Send Ephemeral Message

  Send a message in a channel that is visible only to one user.

• Action
  Send Message

  Post a message to a channel, private group, or DM.

• Action
  Set Channel Purpose

  Set the purpose (description) for a channel.

• Action
  Set Channel Topic

  Set the topic for a channel.

• Action
  Set User Presence

  Set the authenticated user's presence status.

• Action
  Unarchive Channel

  Restore an archived channel.

• Action
  Unpin Message

  Remove a pinned message from a channel.

• Action
  Update Message

  Update an existing message in a channel by timestamp.

• Action
  Upload File

  Upload a file and share it to one or more channels.

• 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

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