Capsule CRM, Caspio, Freshsales, Smoove, Salesforce, Rebrandly Integrations

Capsule CRM
Caspio
Rebrandly
Salesforce
Smoove
Freshsales
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What is Integromat?

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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!

Triggers

Capsule CRM

Watch new Cases

Check if new Case was created.

Capsule CRM

Watch new Opportunities

Check if new Opportunity was created.

Capsule CRM

Watch new Parties

Check if new Party was created.

Capsule CRM

Watch new Tasks

Check if new Task was created.

Freshsales

Watch new Accounts

Checks if new account was created.

Freshsales

Watch new Appointments

Checks if new appointment was created.

Freshsales

Watch new Contacts

Checks if new contact was created.

Freshsales

Watch new Deals

Checks if new deal was created.

Freshsales

Watch new Leads

Checks if new lead was created.

Freshsales

Watch new Sales activities

Checks if new Sales activity was created.

Smoove

Watch Automation Trigger

Triggers when an automation action is called.

Smoove

Watch Campaign Watched INSTANT

Triggers when contact will watch a campaign

Smoove

Watch Contact from Automation INSTANT

Triggers when a contact will be sent from a published automation

Smoove

Watch Contact Updated INSTANT

Triggers when contact was updated

Smoove

Watch New Lead

Triggers when a lead submits a form like landing page, popup, mobile campaign, etc.

Smoove

Watch New Subscriber

Triggers when a new subscriber is added.

Smoove

Watch New Subscribes INSTANT

Triggers when new contact will subscribe

Smoove

Watch Smoove Trigger

Triggers when a new trigger is created.

Smoove

Watch Unsubscribe Contact INSTANT

Triggers when contact was unsubscribed

Salesforce

Watch Records in an Object

Triggers when a record in an object is created or updated.

Rebrandly

Watch New Branded Link

Checks whether new branded links has been created.

Rebrandly

Watch New Click

Checks whether Branded Links have received new clicks.

Actions

Capsule CRM

Add an Additional Party in Case

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

Capsule CRM

Add an Additional Party in Opportunity

Add 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

Fully delete the specific case from Capsule.

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

Fully delete a specific opportunity from capsule.

Capsule CRM

Delete a Party

Fully delete the specific party from capsule.

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

Fully delete the specific task from capsule.

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

Remove track and related tasks from case or opportunity.

Capsule CRM

Remove an Additional Party in Case

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

Capsule CRM

Remove an Additional Party in Opportunity

Remove that person or organisation as an additional contact of the opportunity.

Capsule CRM

Show a Case

Show a specified case

Capsule CRM

Show a Custom Field

Show a specified custom field.

Capsule CRM

Show a Milestone

Show a specific milestone.

Capsule CRM

Show an Entry

Show 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

Show a specified person or organisation.

Capsule CRM

Show a Tag

Show a specific tag.

Capsule CRM

Show a Task

Show a specific task.

Capsule CRM

Show a Task Category

Show a specific Task Category.

Capsule CRM

Show a Track

Show a specific track.

Capsule CRM

Update a Case

Updates an existing case

Capsule CRM

Update a Custom Field

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

Capsule CRM

Update a Milestone

Update the name, description or probability of a milestone.

Capsule CRM

Update an Entry

Update 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

Update 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.

Caspio

Add Row

Creates a new row in a table or view.

Caspio

Delete row

Deletes a specific row(s) in a table or view.

Caspio

Update row

Updates a specific row(s) in a table or view.

Freshsales

Convert a Lead

Converts a lead to a contact.

Freshsales

Create a Contact

Creates a new contact.

Freshsales

Create a Deal

Creates a new deal.

Freshsales

Create a Lead

Creates a new lead.

Freshsales

Create a Manual Call Log

Creates a manual call log for new or existing lead/contact or an existing account.

Freshsales

Create an Account

Creates a new account.

Freshsales

Create an Appointment

Creates a new appointment.

Freshsales

Create a Note

Creates a note for specific object.

Freshsales

Create a Sales activity

Creates new Freshsales activity.

Freshsales

Create a Task

Creates a new task.

Freshsales

Delete a Contact

Deletes a specific contact.

Freshsales

Delete a Deal

Deletes a specific deal.

Freshsales

Delete a Lead

Deletes a specific lead.

Freshsales

Delete an Account

Deletes a specific account.

Freshsales

Delete an Appointment

Deletes a specific appointment.

Freshsales

Delete a Note

Deletes a specific note.

Freshsales

Delete a Sales activity

Deletes a specific Freshsales activity.

Freshsales

Delete a Task

Deletes a specific Task.

Freshsales

Update a Contact

Updates information of specific contact.

Freshsales

Update a Deal

Updates information of a specific deal.

Freshsales

Update a Lead

Updates information of a specific lead.

Freshsales

Update an Account

Updates information of specific account.

Freshsales

Update an Appointment

Updates information of specific appointment.

Freshsales

Update a Note

Updates a specific note.

Freshsales

Update a Sales activity

Updates information of a specific Freshsales activity.

Freshsales

Update a Task

Updates a specific task.

Freshsales

View a Contact

Views details of a specific contact.

Freshsales

View a Deal

Views details of a specific deal.

Freshsales

View a Lead

Views details of a specific lead.

Freshsales

View an Account

Views details of a specific account.

Freshsales

View an Appointment

Views details of a specific appointment.

Freshsales

View a Sales activity

Views details of a specific Freshsales activity.

Freshsales

View a Task

Views details of a specific task.

Smoove

Add or Update Contact

Adds a new subscriber to a list of your choosing or updates it if it's an existing one

Smoove

Create a List

Creates a list.

Smoove

Unsubscribe

Moves the subscriber to the "Unsubscribed" list.

Salesforce

Update a Record in an Object

Edits an already-existing record in an object.

Salesforce

Delete a Record in an Object

Deletes an existing record in an object.

Salesforce

Get Records in an Object

Retrieves all records in an object or a record in an object by the given ID or criteria.

Salesforce

Search for Records in an Object

Searches for records in an object that matches the specified search query.

Salesforce

Create a Record in an Object

Creates a new record in an object.

Salesforce

Make an API Call

Performs an arbitrary authorized API call.

Rebrandly

Attach Script

Attaches a script to a branded short link.

Rebrandly

Attach Tag

Attaches a tag to a branded short link.

Rebrandly

Create Link

Creates a new branded short link.

Rebrandly

Create Script

Creates a new script.

Rebrandly

Create Tag

Creates a new tag.

Rebrandly

Delete Link

Deletes a branded short link.

Rebrandly

Delete Script

Deletes a script.

Rebrandly

Delete Tag

Deletes a tag.

Rebrandly

Detach Script

Detaches a script from a branded short link.

Rebrandly

Detach Tag

Detaches a tag from a branded short link.

Rebrandly

Get Domain

Returns a domain.

Rebrandly

Get Link

Returns a branded short link.

Rebrandly

Get Script

Returns a script.

Rebrandly

Get Tag

Returns a tag.

Rebrandly

Make an API Call

Performs an arbitrary authorized API call.

Rebrandly

Update Link

Updates a branded short link.

Rebrandly

Update Script

Updates a script.

Rebrandly

Update Tag

Updates a tag.

Searches

Capsule CRM

List Additional Parties in Case

The collection of additional parties related to this case.

Capsule CRM

List Additional Parties in Opportunity

The collection of additional parties related to this opportunity.

Capsule CRM

List Cases

The collection of Cases on the Capsule account.

Capsule CRM

List Custom Fields

The collection all of custom on your Capsule account.

Capsule CRM

List Deleted Cases

The collection of deleted cases on the Capsule account.

Capsule CRM

List Deleted Opportunities

Returns a collection of deleted opportunities on the Capsule account.

Capsule CRM

List Deleted Parties

A collections of parties that have been deleted from capsule since the date specified in the since parameter.

Capsule CRM

List Employees

The collection of employees linked to this organisation.

Capsule CRM

List Entries

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

Capsule CRM

List Entries by Date

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

Capsule CRM

List Milestones

The collection of all the milestones on your Capsule account.

Capsule CRM

List Opportunities

The collection of opportunities on the Capsule account.

Capsule CRM

List Opportunities by Party

The collection of all opportunities associated with the given party.

Capsule CRM

List Parties

The collection of Parties on the Capsule account.

Capsule CRM

List Tags

The collection of all of tags on your Capsule account.

Capsule CRM

List Task Categories

The collection of all the task categories on your Capsule account.

Capsule CRM

List Tasks

The collection of Tasks on the Capsule account.

Capsule CRM

List Track Definitions

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

Capsule CRM

List Tracks

List tracks for a specified case or opportunity.

Capsule CRM

Search Cases

Search for cases on the Capsule account. This will return the same results as the global search inside Capsule.

Capsule CRM

Search Opportunities

Search for opportunities on the Capsule account. This will return the same results as the global search inside Capsule.

Capsule CRM

Search Parties

Search for parties on the Capsule account. 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.

Caspio

Search Rows

Searches rows in a table or view.

Freshsales

List All Accounts

Lists all accounts on your Freshsales account.

Freshsales

List All Appointments

Lists all appointments on your Freshsales account.

Freshsales

List All Contacts

Lists all contacts on your Freshsales account.

Freshsales

List All Deals

Lists all deals on your Freshsales account.

Freshsales

List All Files and Links

Lists all files and links attached to a specific lead, contact, account or deal.

Freshsales

List All Leads

Lists all leads on your Freshsales account.

Freshsales

List All Sales activities

Lists all Freshsales activities on your account.

Freshsales

List All Tasks

Lists all tasks on your Freshsales account.

Freshsales

Search Accounts

Searches through your Freshsales account for match.

Freshsales

Search Contacts

Searches through your Freshsales account for match.

Freshsales

Search Deals

Searches through your Freshsales account for match.

Freshsales

Search Leads

Searches through your Freshsales account for match.

Freshsales

Search Users

Searches through your Freshsales account for match.

Smoove

Find Subscriber

Finds subscriber by id, email, cellphone or external id.

Rebrandly

List Domains

Returns all domains in a given workspace.

Rebrandly

List Links

Returns all branded short links in a given workspace.

Rebrandly

List Link Scripts

Lists all scripts of a branded short link.

Rebrandly

List Link Tags

Lists all tags of a branded short link.

Rebrandly

List Scripts

Returns all scripts in a given workspace.

Rebrandly

List Tags

Returns all tags in a given workspace.

Rebrandly

List Workspaces

Returns all workspaces.