Integromat will automate processes that you currently handle manually. It is not only capable of connecting apps but can also transfer and transform data. It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you. Save your time!
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Triggers when a case is created, updated or deleted.
Checks if a new case was created.
Checks if a new opportunity was created.
Checks if a new party was created.
Checks if a new task was created.
Triggers when an opportunity is created, updated or deleted.
Triggers when a party is created, updated or deleted.
Triggers when a task is created, updated or deleted.
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Adds an person or organisation as an additional contact to the case.
Adds an person or organisation as an additional contact to the opportunity
Creates a new case.
Creates a new party, opportunity or case custom field.
Creates a new opportunity milestone.
Creates a new entry.
Creates a new opportunity.
Creates a new party.
Defines a new party, opportunity or case tag.
Creates a new task.
Creates a new task category.
Applies a track definition to a case or opportunity to create a track.
Deletes a specific case.
Removes a custom field from your capsule account
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.
Removes an entry from the capsule account and any associated attachments.
Deletes a specific opportunity.
Deletes a specific party.
Removes a tag from the capsule account. NOTE that this will remove the tag from any parties, opportunities and cases it was assigned to.
Deletes a specific task.
Removes a category from your capsule account. Any tasks under this category will be retained but will become uncategorized.
Removes a track and related tasks from case or opportunity.
Performs an arbitrary authorized API call.
Removes that person or organisation as an additional contact of the case.
Removes a party or organisation as an additional contact of the opportunity.
Shows a specific case
Shows a specific custom field.
Shows a specific milestone.
Shows a specified note, email or the details of a completed party task.
Returns a specific opportunity.
Shows a specific person or organisation.
Shows a specific tag.
Shows a specific task.
Shows a specific task category.
Shows a specific track.
Updates an existing case
Updates the details of a party, opportunity or case field definition.
Updates the name, description or probability of a milestone.
Updates the content of notes and emails.
Updates an existing opportunity
Updates an existing party. Fields that are not included in the request will remain unchanged.
Updates the details of a party, opportunity or case tag.
Updates an existing task.
Allows to rename or change the colour of the task category.
Updates basic details about a track.
Lists additional parties related to specific case.
Lists additional parties related to specific opportunity.
Lists all cases.
Lists all custom fields.
Lists all deleted cases.
Lists all deleted opportunities.
Lists all parties that have been deleted from capsule since the date specified in the since parameter.
Lists all employees linked to specific organisation.
Lists notes, emails and completed tasks for parties, cases and opportunities.
Lists notes, emails and the details of completed party tasks in descending order starting with the most recent entry date first.
Lists all milestones.
Lists all opportunities.
Lists all opportunities associated with the specific party.
Lists all parties.
Lists all tags for either party, opportunity or case.
Lists all task categories.
Lists all tasks.
Lists track definitions with the option to filter for only the track definitions for cases or opportunities.
Lists tracks for a specific case or opportunity.
Searches for cases. This will return the same results as the global search inside Capsule.
Searches for opportunities. This will return the same results as the global search inside Capsule.
Searches for parties. This will return the same results as the global search inside Capsule.
Allows to load a list of cases by providing their unique ids.
Returns a list of opportunities, specified by the opportunityIds provided.
Allows to load a list of parties by providing their unique ids.