Capsule CRM, BeLazy, WooCommerce Integrations

BeLazy
Capsule CRM
WooCommerce
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Triggers

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.

BeLazy

Watch New Approved Project INSTANT

Triggers when BeLazy notifies Integromat of new incoming project that is approved automatically or manually. The module returns with an iteration through the available projects in BeLazy.

WooCommerce

New event INSTANT

Triggers when an order, customer, coupon or product is created, updated or deleted.

WooCommerce

Watch coupons

Triggers when a new coupon is created.

WooCommerce

Watch customers

Triggers when a new customer is created.

WooCommerce

Watch orders

Triggers when a new order is created.

WooCommerce

Watch products

Triggers when a new product is created.

Actions

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

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.

BeLazy

Acknowledges Project

Acknowledges the successful processing of a project received from BeLazy. Projects not acknowledged will remain in the active project list.

BeLazy

Add File To Workspace

Adds a file to a workspace. The file must already be uploaded; with this operation the file is added to the the workspace and its properties are set. If a file is already added to the workspace the properties of the file are set.

BeLazy

Create Project From Workspace

Creates a project from the specified files of a workspace. The workspace is the holder (staging area) of the content (files). When all content is present in a workspace, create a project with this operation.

BeLazy

Create Workspace

Creates a new workspace.

BeLazy

Delete File

Deletes a file. Generally an uploaded file should be referenced in a futher API call and should not be deleted. The removal is offered for convenience to discard uploads made by mistake. Uploaded but unused files are also deleted within 10 minutes.

BeLazy

Delete Workspace

Deletes the workspace, including all files in the workspace. This operation cannot be reversed.

BeLazy

Download File

Downloads the files from BeLazy which then can be stored with a following step to Dropbox, GDrive, FTP etc. This module is meant to be preceeded by a Query File List module that returns with the files available in the project.

BeLazy

Get Connection

Gets the details of a connection.

BeLazy

Get File In Workspace

Gets the properties of a particular file.

BeLazy

Get Project

Gets the details of an active project.

BeLazy

Get Workspace

Gets the properties of a workspace.

BeLazy

Make an API Call

Performs an arbitrary authorized API call.

BeLazy

Remove File From Workspace

Removes a file from a workspace.

BeLazy

Synchronize Connection

Invokes the synchronization of an automated connection.

BeLazy

Update Workspace

Updates the properties of a workspace. All properties will be overwritten with the provided values.

BeLazy

Upload a file

Uploads a new file. The successful operation returns an identifier, which can be used to reference to this file in further Api calls. Uploaded and unused (unreferenced) files are kept for no longer than 10 minutes. The maximum accepted file size is 3GB.

WooCommerce

Create a coupon

This module helps you to create a new coupon.

WooCommerce

Create a customer

This module helps you to create a new customer.

WooCommerce

Create an order

This module helps you to create a new order.

WooCommerce

Create an order note

This module helps you to create a new note for an order.

WooCommerce

Create a product

This module helps you to create a new product.

WooCommerce

Create a product variation

This module helps you to create a new product variation.

WooCommerce

Create products (batch)

This module helps you to batch create multiple products.

WooCommerce

Delete a coupon

This module helps you to delete a specified coupon.

WooCommerce

Delete a customer

This module helps you to delete a specified customer.

WooCommerce

Delete an order

This module helps you to delete a specified order.

WooCommerce

Delete an order note

This module helps you to delete a specified order note.

WooCommerce

Delete a product

This module helps you to delete a specified product.

WooCommerce

Delete a product variation

This module helps you to delete a specified product variation.

WooCommerce

Delete products (batch)

This module helps you batch delete multiple products.

WooCommerce

Get a coupon

This module lets you retrieve a specified coupon by its ID.

WooCommerce

Get a customer

This module lets you retrieve a specified customer by its ID.

WooCommerce

Get an order

This module lets you retrieve a specified order by its ID.

WooCommerce

Get an order note

This module lets you retrieve a specified order note by its ID.

WooCommerce

Get a product

This module lets you retrieve a specified product by its ID.

WooCommerce

Get a product variation

This module lets you retrieve a specified product variation by its ID.

WooCommerce

Update a coupon

This module lets you modify a coupon.

WooCommerce

Update a customer

This module lets you modify a customer.

WooCommerce

Update an order

This module lets you modify an order.

WooCommerce

Update an order status

This module lets you modify an order status. Order Status Manager plugin is required.

WooCommerce

Update a product

This module lets you modify a product.

WooCommerce

Update a product variation

This module lets you modify a product variation.

WooCommerce

Update products (batch)

This module helps you to batch update multiple products.

Searches

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.

BeLazy

List Active Projects

Lists the projects that are available in BeLazy for download and acknowledge.

BeLazy

List Connections

Lists the connections defined in BeLazy. This module returns with an iteration through the connections.

BeLazy

List Files In Project

Lists the files in a project, generally it should come after a check if the project has files (origin.hasFiles = true). The module returns with an iteration through the available files that then can be downloaded using the Download File module.

BeLazy

List Files In Workspace

Lists the files matching the specified search criteria associated with the specified workspace.

BeLazy

List Workspaces

Lists the workspaces matching the specified search criteria.

WooCommerce

List order notes

This module helps you to get all the notes from an order.

WooCommerce

List product variations

This module helps you to get all the variations from a product.

WooCommerce

Search for a coupon

This module helps you to find a coupon.

WooCommerce

Search for a customer

This module helps you to find a customer.

WooCommerce

Search for an order

This module helps you to find an order.

WooCommerce

Search for a product

This module helps you find a product.