ActiveCampaign, Capsule CRM Integrations

ActiveCampaign
Capsule CRM
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Triggers

ActiveCampaign

Watch Automations Associated with a Contact (legacy)

Triggers when a given contact is associated with an automation.

ActiveCampaign

Watch Calendar Feeds

Triggers when a new calendar feed is created/updated.

ActiveCampaign

Watch Contacts

Triggers when a new contact is created.

ActiveCampaign

Watch Deals

Triggers when a deal is created.

ActiveCampaign

Watch Events INSTANT

Triggers when a new event is fired.

ActiveCampaign

Watch Tasks

Triggers when a new task is assigned to a deal.

Capsule CRM

Watch Cases INSTANT

Triggers when a case is created, updated or deleted.

Capsule CRM

Watch new Cases

Checks if a new case was created.

Capsule CRM

Watch new Opportunities

Checks if a new opportunity was created.

Capsule CRM

Watch new Parties

Checks if a new party was created.

Capsule CRM

Watch new Tasks

Checks if a new task was created.

Capsule CRM

Watch Opportunities INSTANT

Triggers when an opportunity is created, updated or deleted.

Capsule CRM

Watch Parties INSTANT

Triggers when a party is created, updated or deleted.

Capsule CRM

Watch Tasks INSTANT

Triggers when a task is created, updated or deleted.

Actions

ActiveCampaign

Add a Contact Note (legacy)

Adds a contact note.

ActiveCampaign

Add a Contact to an Automation

Adds a contact to an automation.

ActiveCampaign

Add a Tag to a Contact

Adds a tag to a contact.

ActiveCampaign

Create a Campaign (legacy)

Creates a campaign.

ActiveCampaign

Create a Contact

Creates a contact.

ActiveCampaign

Create a Contact (legacy)

Creates a new contact.

ActiveCampaign

Create a Deal

Creates a new deal.

ActiveCampaign

Create a Deal Note

Creates a new note for a deal..

ActiveCampaign

Create a Message

Creates a message.

ActiveCampaign

Create an Account

Creates a new account.

ActiveCampaign

Create a New Event

Creates a new tracking event (name only).

ActiveCampaign

Create a Note

Adds a note to an activity, a deal, a deal task or to a subscriber.

ActiveCampaign

Create/Update a Calendar Feed

Creates or updates a calendar feed.

ActiveCampaign

Create/Update a Contact

Creates a new contact or updates an existing contact.

ActiveCampaign

Create/Update a Contact (legacy)

Creates a new contact or updates an existing contact. To update an existing contact, you need to provide the email or the ID of the existing contact.

ActiveCampaign

Create/Update a Contact's Custom Field Value

Creates or updates a custom field value for the given contact.

ActiveCampaign

Create/Update a Task

Creates a new task or updates an existing task.

ActiveCampaign

Delete a Calendar Feed

Deletes a calendar feed.

ActiveCampaign

Delete a Campaign (legacy)

Deletes an existing campaign.

ActiveCampaign

Delete a Contact

Deletes an existing contact.

ActiveCampaign

Delete a Deal

Deletes an existing deal.

ActiveCampaign

Delete an Account

Deletes an existing account.

ActiveCampaign

Delete a Task

Deletes an existing task.

ActiveCampaign

Enable/Disable Event Tracking

Enables or disables event tracking.

ActiveCampaign

Get a Campaign

Retrieves a campaign.

ActiveCampaign

Get a Contact

Retrieves a contact.

ActiveCampaign

Get a Contact (legacy)

Returns a contact.

ActiveCampaign

Get a Deal

Returns a deal.

ActiveCampaign

Get an Account

Retrieves an existing account.

ActiveCampaign

Get an Automation a Contact Is in

Retrieves an automation a contact is in.

ActiveCampaign

Get Current User

Gets information about logged-in user

ActiveCampaign

Make a Legacy API Call

Performs an arbitrary authorized legacy API call.

ActiveCampaign

Make an API Call

Performs an arbitrary authorized API call.

ActiveCampaign

Manage a Contact in the Automation (legacy)

Adds a contact to an automation, or removes a contact from an automation.

ActiveCampaign

Manage Tags in the Contact (legacy)

Adds a new tag to a contact, or removes a tag from a contact.

ActiveCampaign

Move Deals to Another Deal Stage

Moves all deals in one stage to another stage.

ActiveCampaign

Remove a Contact from an Automation

Removes a contact from an automation.

ActiveCampaign

Remove a Tag from a Contact

Removes a tag from a contact.

ActiveCampaign

Update a Contact (legacy)

Updates an existing contact.

ActiveCampaign

Update a Deal

Updates an existing deal.

ActiveCampaign

Update Contact's List Status

Updates list status for a contact.

Capsule CRM

Add an Additional Party in Case

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

Capsule CRM

Add an Additional Party in Opportunity

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

Capsule CRM

Create a Case

Creates a new case.

Capsule CRM

Create a Custom Field

Creates a new party, opportunity or case custom field.

Capsule CRM

Create a Milestone

Creates a new opportunity milestone.

Capsule CRM

Create an Entry

Creates a new entry.

Capsule CRM

Create an Opportunity

Creates a new opportunity.

Capsule CRM

Create a Party

Creates a new party.

Capsule CRM

Create a Tag

Defines a new party, opportunity or case tag.

Capsule CRM

Create a Task

Creates a new task.

Capsule CRM

Create a Task Category

Creates a new task category.

Capsule CRM

Create a Track

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

Capsule CRM

Delete a Case

Deletes a specific case.

Capsule CRM

Delete a Custom Field

Removes a custom field from your capsule account

Capsule CRM

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.

Capsule CRM

Delete an Entry

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

Capsule CRM

Delete an Opportunity

Deletes a specific opportunity.

Capsule CRM

Delete a Party

Deletes a specific party.

Capsule CRM

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.

Capsule CRM

Delete a Task

Deletes a specific task.

Capsule CRM

Delete a Task Category

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

Capsule CRM

Delete a Track

Removes a track and related tasks from case or opportunity.

Capsule CRM

Make an API Call

Performs an arbitrary authorized API call.

Capsule CRM

Remove an Additional Party in Case

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

Capsule CRM

Remove an Additional Party in Opportunity

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

Capsule CRM

Show a Case

Shows a specific case

Capsule CRM

Show a Custom Field

Shows a specific custom field.

Capsule CRM

Show a Milestone

Shows a specific milestone.

Capsule CRM

Show an Entry

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

Capsule CRM

Show an Opportunity

Returns a specific opportunity.

Capsule CRM

Show a Party

Shows a specific person or organisation.

Capsule CRM

Show a Tag

Shows a specific tag.

Capsule CRM

Show a Task

Shows a specific task.

Capsule CRM

Show a Task Category

Shows a specific task category.

Capsule CRM

Show a Track

Shows a specific track.

Capsule CRM

Update a Case

Updates an existing case

Capsule CRM

Update a Custom Field

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

Capsule CRM

Update a Milestone

Updates the name, description or probability of a milestone.

Capsule CRM

Update an Entry

Updates the content of notes and emails.

Capsule CRM

Update an Opportunity

Updates an existing opportunity

Capsule CRM

Update a Party

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

Capsule CRM

Update a Tag

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

Capsule CRM

Update a Task

Updates an existing task.

Capsule CRM

Update a Task Category

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

Capsule CRM

Update a Track

Updates basic details about a track.

Searches

ActiveCampaign

List Accounts

Retrieves a list of existing accounts.

ActiveCampaign

List All Automations a Contact Is in

Retrieves a list of automations a contact is in.

ActiveCampaign

List Automations

Retrieves a list of automations in the system.

ActiveCampaign

List Campaigns

Retrieves a list of campaigns.

ActiveCampaign

List Campaigns (legacy)

Retrieves a list of campaigns.

ActiveCampaign

List Contacts

Retrieves a list of contacts.

ActiveCampaign

List Contacts Subscribed to at Least One List (legacy)

Retrieves a list of contacts. Contacts that are not subscribed to at least one list will not be viewable via this endpoint.

ActiveCampaign

List Deals

Retrieves a list of deals.

ActiveCampaign

List Organizations

Retrieves a list of organizations.

Capsule CRM

List Additional Parties in Case

Lists additional parties related to specific case.

Capsule CRM

List Additional Parties in Opportunity

Lists additional parties related to specific opportunity.

Capsule CRM

List Cases

Lists all cases.

Capsule CRM

List Custom Fields

Lists all custom fields.

Capsule CRM

List Deleted Cases

Lists all deleted cases.

Capsule CRM

List Deleted Opportunities

Lists all deleted opportunities.

Capsule CRM

List Deleted Parties

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

Capsule CRM

List Employees

Lists all employees linked to specific organisation.

Capsule CRM

List Entries

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

Capsule CRM

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.

Capsule CRM

List Milestones

Lists all milestones.

Capsule CRM

List Opportunities

Lists all opportunities.

Capsule CRM

List Opportunities by Party

Lists all opportunities associated with the specific party.

Capsule CRM

List Parties

Lists all parties.

Capsule CRM

List Tags

Lists all tags for either party, opportunity or case.

Capsule CRM

List Task Categories

Lists all task categories.

Capsule CRM

List Tasks

Lists all tasks.

Capsule CRM

List Track Definitions

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

Capsule CRM

List Tracks

Lists tracks for a specific case or opportunity.

Capsule CRM

Search Cases

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

Capsule CRM

Search Opportunities

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

Capsule CRM

Search Parties

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

Capsule CRM

Show Multiple Cases

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

Capsule CRM

Show Multiple Opportunities

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

Capsule CRM

Show Multiple Parties

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

Integrate ActiveCampaign, Capsule CRM with these services