Triggers

New Board

Data sent to Capsule CRM, when the user creates a new board.

New List

Data sent to Capsule CRM, when the user creates a new list on the board.

New Card

Data sent to Capsule CRM, when the user creates a new card in the list of the board.

New Activity

Data sent to Capsule CRM, when the user performs any activity.

Actions

Create Task

Add a new task

Create Organization

Create a new organization.

Create Person

Create a new person.

Create Tag on Party

Add a new tag on a specific party (person or organization)

Create Case

Create a new case.

Create Note on Party

Add a new note on a specific party (person or organization)

New Opportunity

Create a new opportunity.