Domů / Integrace / Capsule CRM

Capsule CRM integrace

Centralizujte data a automatizujte firemní procesy pomocí integrace Capsule CRM

Zefektivněte firemní procesy díky centralizaci dat Capsule CRM. Boost.space se napojí na vaše IT nástroje a pomůže agregovat jejich data do centrálních databází. Centralizace dat slouží jako základ pro jednoduchou spolupráci napříč týmy, automatizaci procesů napříč nástroji a analýzu dat s kompletním příběhem.

Integrace Capsule CRM s tisíci dalšími aplikacemi na pár kliknutí.

Centralizujte Capsule CRM data

14denní zkušební verze | Není vyžadována kreditní karta

Capsule CRM Šablony / Akce

Získejte náskok s našimi šablonami pro Capsule CRM integraci nebo si vytvořte vlastní

Watch new Cases

Checks if a new case was created.

Watch new Opportunities

Checks if a new opportunity was created.

Watch new Tasks

Checks if a new task was created.

Watch new Parties

Checks if a new party was created.

Watch Cases

Triggers when a case is created, updated or deleted.

Watch Opportunities

Triggers when an opportunity is created, updated or deleted.

Watch Parties

Triggers when a party is created, updated or deleted.

Watch Tasks

Triggers when a task is created, updated or deleted.

Add an Additional Party in Opportunity

Adds an person or organisation as an additional contact to the opportunity

Add an Additional Party in Case

Adds an person or organisation as an additional contact to the case.

Create a Case

Creates a new case.

Create a Custom Field

Creates a new party, opportunity or case custom field.

Create an Entry

Creates a new entry.

Create a Milestone

Creates a new opportunity milestone.

Create an Opportunity

Creates a new opportunity.

Create a Party

Creates a new party.

Create a Tag

Defines a new party, opportunity or case tag.

Create a Task

Creates a new task.

Create a Task Category

Creates a new task category.

Create a Track

Applies a track definition to a case or opportunity to create a track.

Delete a Case

Deletes a specific case.

Delete a Task Category

Removes a category from your capsule account. Any tasks under this category will be retained but will become uncategorized.

Delete a Custom Field

Removes a custom field from your capsule account

Delete an Entry

Removes an entry from the capsule account and any associated attachments.

Delete a Milestone

Removes a Milestone from the capsule account. You cannot delete a Milestone while it is still being used on an Opportunity. First you need to update the Milestone on all such Opportunities.

Delete an Opportunity

Deletes a specific opportunity.

Delete a Party

Deletes a specific party.

Delete a Tag

Removes a tag from the capsule account. NOTE that this will remove the tag from any parties, opportunities and cases it was assigned to.

Delete a Task

Deletes a specific task.

Delete a Track

Removes a track and related tasks from case or opportunity.

Make an API Call

Performs an arbitrary authorized API call.

Remove an Additional Party in Opportunity

Removes a party or organisation as an additional contact of the opportunity.

Remove an Additional Party in Case

Removes that person or organisation as an additional contact of the case.

Show a Case

Shows a specific case

Show a Custom Field

Shows a specific custom field.

Show an Entry

Shows a specified note, email or the details of a completed party task.

Show a Milestone

Shows a specific milestone.

Show an Opportunity

Returns a specific opportunity.

Show a Party

Shows a specific person or organisation.

Show a Tag

Shows a specific tag.

Show a Task

Shows a specific task.

Show a Task Category

Shows a specific task category.

Show a Track

Shows a specific track.

Update a Case

Updates an existing case

Update a Custom Field

Updates the details of a party, opportunity or case field definition.

Update an Entry

Updates the content of notes and emails.

Update a Milestone

Updates the name, description or probability of a milestone.

Update an Opportunity

Updates an existing opportunity

Update a Party

Updates an existing party. Fields that are not included in the request will remain unchanged.

Update a Tag

Updates the details of a party, opportunity or case tag.

Update a Task

Updates an existing task.

Update a Task Category

Allows to rename or change the colour of the task category.

Update a Track

Updates basic details about a track.

List Additional Parties in Opportunity

Lists additional parties related to specific opportunity.

List Additional Parties in Case

Lists additional parties related to specific case.

List Cases

Lists all cases.

List Custom Fields

Lists all custom fields.

List Deleted Cases

Lists all deleted cases.

List Deleted Opportunities

Lists all deleted opportunities.

List Deleted Parties

Lists all parties that have been deleted from capsule since the date specified in the since parameter.

List Employees

Lists all employees linked to specific organisation.

List Entries

Lists notes, emails and completed tasks for parties, cases and opportunities.

List Entries by Date

Lists notes, emails and the details of completed party tasks in descending order starting with the most recent entry date first.

List Milestones

Lists all milestones.

List Opportunities

Lists all opportunities.

List Opportunities by Party

Lists all opportunities associated with the specific party.

List Parties

Lists all parties.

List Tags

Lists all tags for either party, opportunity or case.

List Task Categories

Lists all task categories.

List Tasks

Lists all tasks.

List Track Definitions

Lists track definitions with the option to filter for only the track definitions for cases or opportunities.

List Tracks

Lists tracks for a specific case or opportunity.

Search Cases

Searches for cases. This will return the same results as the global search inside Capsule.

Search Opportunities

Searches for opportunities. This will return the same results as the global search inside Capsule.

Search Parties

Searches for parties. This will return the same results as the global search inside Capsule.

Show Multiple Cases

Allows to load a list of cases by providing their unique ids.

Show Multiple Opportunities

Returns a list of opportunities, specified by the opportunityIds provided.

Show Multiple Parties

Allows to load a list of parties by providing their unique ids.

Centralizujte a integrujte Capsule CRM nyní

14denní zkušební verze | Není vyžadována kreditní karta