Triggers

Add Members to Project

Data sent to Capsule CRM, when the user adds one or more members to a specific project.

New Task

Data sent to Capsule CRM, when the user creates a new task in the project.

Create Task Comment

Data sent to Capsule CRM, when the user added a new comment in the task of the project.

Create Global Comment

Data sent to Capsule CRM, when the user added a new comment.

New Activity

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

New Task Activity

Data sent to Capsule CRM, when the user performs any activity on the particular task of the project.

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.