Intercom, Dropbox, DataBox, Facebook, Capsule CRM Integrations

Capsule CRM
DataBox
Dropbox
Facebook
Intercom
Try Integromat for FREE
No credit card. You'll love it.

What is Integromat?

GmailWatch emailsGoogle SheetsAdd a rowGmailIterate attachmentsRouterFacebookCreate a postArchiveCreate an archiveDropboxUpload a fileDocuments onlyImages onlyWhen new email arrivesAdd a row to a sheetProcess attachmentsone by one ...Post images to pageZip all documentsUpload archive

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

Intercom

Watch Company INSTANT

Receives notification if company was created.

Intercom

Watch Conversations INSTANT

Receives notifications from conversation object.

Intercom

Watch Leads INSTANT

Receives notification from lead object.

Intercom

Watch Users INSTANT

Receives notifications from user object.

Intercom

Watch User Tags INSTANT

Receives notification from user tag object.

Dropbox

Watch files

Triggers when a new file is added or an existing file is modified in a folder being watched.

Watch Photos

Triggers when a new photo is added.

Watch Posts

Triggers when a new post is added.

Watch Videos

Triggers when a new video is added.

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.

Actions

Intercom

Add to Group Conversation as Admin

Adds a customer to group conversation.

Intercom

Add to Group Conversation as Customer

Adds a customer to group conversation.

Intercom

Admin Initiated Conversation

Sends message or email to admin.

Intercom

Close a Conversation

Closes a conversation with or without reply.

Intercom

Convert a Lead to User

If the User exists, then the Lead will be merged into it, the Lead deleted and the User returned. If the User does not exist, the Lead will be converted to a User, with the User identifiers replacing it's Lead identifiers.

Intercom

Create a Note

Creates a note for a specific user.

Intercom

Create or Update Company

Creates or updates a company using Intercom fields including your custom fields. NOTE: Companies will be only visible in Intercom when there is at least one associated user.

Intercom

Create or Update Tag

Creates or updates a tag. Tag names are case insensitive.

Intercom

Create User or Lead

Creates new user or lead using Intercom fields including your custom fields.

Intercom

Delete Customer from Group Conversation

Deletes a customer from specific conversation.

Intercom

Delete Tag

Deletes a specific tag.

Intercom

Delete User or Lead

Deletes either user or lead.

Intercom

Mark a Conversation as Read

Marks conversation within Intercom as read.

Intercom

Reply to Conversation

Replies to a specific conversation.

Intercom

Reply to Users Last Conversation

Replies to last conversation you had with specific user.

Intercom

Snooze a Conversation

Snoozes a conversation until selected time.

Intercom

Tag or Untag Contacts

Tags or untags users, leads or companies.

Intercom

Unassign Conversation

Assigns a conversation to be unassigned when admin replies to a conversation.

Intercom

Unsnooze a Conversation

Sets conversation back to open.

Intercom

Update User or Lead

Updates an existing user or lead.

Intercom

User or Lead Initiated Conversation

Creates a new user or lead initiated message.

Intercom

View Admin

Views a specific admin.

Intercom

View a Single Conversation

Shows information about a single message from conversation.

Intercom

View Company

Views specific company.

Intercom

View Note

Views specific note for specific user.

Intercom

View Segment

Views specific segment for user or company.

Intercom

View User or Lead

Views either user or lead.

Dropbox

Upload a file

Uploads a file to a selected folder.

Dropbox

Get a file

Downloads a file from a specified folder.

Dropbox

Delete a file

Permanently removes a file from the server.

Dropbox

Restore a file

Restores a previous file version.

Dropbox

List file revisions

Retrieves a list of file revisions needed to recover previous content.

Dropbox

Create a shared link

Creates a public share link to the file (it allows to share the file with anyone).

Dropbox

Create a folder

Creates a new folder.

Dropbox

List all files/subfolders in a folder

Retrieves a list of files/subfolders in a specified folder.

DataBox

Submit a Data

Sends data to the source.

Get a Post

Returns details about a post specified by its ID.

Get Post Reactions

Returns number of reactions for a post specified by its ID.

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

Update 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.

Searches

Intercom

List Admins

Lists all admins on your Intercom.

Intercom

List Companies

Fetches a list of companies. NOTE: Companies will be only visible in Intercom when there is at least one associated user.

Intercom

List Company Users

Lists users belonging to the company.

Intercom

List Conversations

Lists all conversations on your Intercom.

Intercom

List Notes

Lists notes for users.

Intercom

List Segments

Lists all segments on your Intercom.

Intercom

List Tags

List all tags on your Intercom.

Intercom

List Users or Leads

List either users or leads.

List Pages

Returns user pages.

List Photos

Returns user photos.

List Posts

Returns user posts.

List Videos

Returns user videos.

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.

Integrate Intercom, Dropbox, DataBox, Facebook, Capsule CRM with these services