Capsule CRM, Yodel.io, Infusionsoft, HubSpot CRM Integrations

HubSpot CRM
Infusionsoft
Yodel.io
Capsule CRM
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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.

Yodel.io

Call ended INSTANT

Triggers when a call is finished or was missed.

Yodel.io

Inbound call INSTANT

Triggers when a call is incoming.

Yodel.io

Outbound call INSTANT

Triggers when a call is outgoing.

Yodel.io

Tag added INSTANT

Triggers when a call is tagged.

Yodel.io

Tag removed INSTANT

Triggers when a call tag is removed.

Infusionsoft

Watch a Tag

Checks if specific tag was added to any contact.

Infusionsoft

Watch Event INSTANT

Triggers when a specified event occurs.

Infusionsoft

Watch New Applied Tags

Checks if a new tag was applied to a specific contact.

Infusionsoft

Watch New Appointments

Checks if new appointment was created.

Infusionsoft

Watch New Contacts

Checks if new contact was created.

Infusionsoft

Watch New Files

Checks if new file was created.

Infusionsoft

Watch New Notes

Checks if new note was created.

Infusionsoft

Watch New Opportunities

Checks if new opportunity was created.

Infusionsoft

Watch New Orders

Checks if new order was created.

Infusionsoft

Watch New Tasks

Checks if new task was created.

Infusionsoft

Watch Sent Emails

Checks if new email was sent.

HubSpot CRM

Watch Calendar Events

Trigger when there is a new event in the calendar (only for users with the paid Marketing account). It works up to 500 tasks in the interval between start date and the end date.

HubSpot CRM

Watch Contacts Added to a List

Triggers when a new contact is added to a list (only for users with the paid Marketing account).

HubSpot CRM

Watch Engagements

Triggers when a new engagement is created in a portal. This endpoint will only return records created in the last 30 days, or the 10k most recently created records.

HubSpot CRM

Watch Files

Triggers when a new file is stored in file manager.

HubSpot CRM

Watch Notifications INSTANT

Triggers when a new notification about changes is sent. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID and Client Secret are filled in advanced parameters. You can have only one webhook URL per 1 developer application. You can created more subscriptions for this one webhook.

HubSpot CRM

Watch Records

Triggers when a contact, a company, or a deal has been recently modified or created within last 30 days. The output is limited to 10K.

HubSpot CRM

Watch Submissions for a Form

Triggers when data is submitted form a given form.

HubSpot CRM

Watch Task Events

Triggers when there is a new task event in the calendar (only for users with the paid Marketing account). It works up to 500 tasks in the interval between start date and the end date.

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

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.

Yodel.io

Create or Update Contact

Creates or updates a contact.

Infusionsoft

Apply Tags

Applies a list of tags to a given contact record.

Infusionsoft

Apply Tag to Contacts

Applies a tag to a list of contacts.

Infusionsoft

Create a Contact

Creates a new contact in your contact list.

Infusionsoft

Create a Task

Creates a new task.

Infusionsoft

Create or Update a Contact

Creates a new contact or updates a contact in your contact list.

Infusionsoft

Create Tag

Creates a new tag.

Infusionsoft

Create Tag Category

Creates a new tag category.

Infusionsoft

Delete an Appointment

Deletes the specified appointment.

Infusionsoft

Delete Contact

Deletes the specified contact.

Infusionsoft

Delete File

Deletes the specified file.

Infusionsoft

Delete Note

Deletes a note.

Infusionsoft

Delete Task

Permanently deletes a specified task.

Infusionsoft

Make an API Call

Performs an arbitrary authorized API call.

Infusionsoft

Remove Applied Tags

Removes a list of tags from the given contact.

Infusionsoft

Remove Tag from Contacts

Removes a tag from a list of contacts.

Infusionsoft

Replace a File

Uploads a file to replace an existing one.

Infusionsoft

Retrieve a Contact

Retrieves a single contact.

Infusionsoft

Retrieve a File

Retrieves metadata about a specific file.

Infusionsoft

Retrieve an Appointment

Retrieves a specific appointment belonging to you.

Infusionsoft

Retrieve an Opportunity

Retrieves a single opportunity.

Infusionsoft

Retrieve an Order

Retrieves a single order.

Infusionsoft

Retrieve a Note

Retrieves a single note.

Infusionsoft

Retrieve a Tag

Retrieves a single tag.

Infusionsoft

Retrieve a Task

Retrieves a single task.

Infusionsoft

Retrieve Product

Retrieves a single product from your Infusionsoft account.

Infusionsoft

Retrieve Transaction

Retrieves a single transaction.

Infusionsoft

Update a Contact

Updates a contact with only the values provided in the request.

Infusionsoft

Update Task

Updates a task with only the values provided in the request.

Infusionsoft

Upload a File

Uploads a File.

HubSpot CRM

Add a Contact to a Company

Adds a contact to a company.

HubSpot CRM

Add Contacts to a List

Adds contact records that have already been created in the system to a contact list.

HubSpot CRM

Associate a Deal

Associates a deal with a contact or a company.

HubSpot CRM

Associate an Engagement with a CRM Object

Associates an engagement with a contact, company, or deal.

HubSpot CRM

Create a Folder

Creates a folder.

HubSpot CRM

Create an Engagement

Creates an engagement (a note, task, or activity) on an object in HubSpot. Engagements are any interaction with a contact that should be logged inside of the CRM.

HubSpot CRM

Create a Record

Creates a contact, a company, or a deal.

HubSpot CRM

Create a Ticket

Creates a ticket.

HubSpot CRM

Create/Update a Contact

Creates a contact if it doesn't exist in a portal already, or updates it with the latest property values if it does.

HubSpot CRM

Create/Update a Group of Contacts

Creates a group of contacts or update them if they already exist. Performance is best when batch size is limited to 100 contacts or fewer. Changes made through this endpoint are processed asynchronously, so can take several minutes for changes to be applied to contact records.

HubSpot CRM

Create/Update a Timeline Event

Creates or updates a timeline event. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID and Client Secret are filled in advanced parameters.

HubSpot CRM

Define a Task

Defines a task (only for users with the paid Marketing account).

HubSpot CRM

Delete a File

Permanently deletes a file and all related data and thumbnails from file manager.

HubSpot CRM

Delete a Folder

Marks a folder as deleted.

HubSpot CRM

Delete an Engagement

Deletes an engagement (a task or activity) on an object in HubSpot.

HubSpot CRM

Delete a Record

Deletes a contact, a company, or a deal.

HubSpot CRM

Delete a Task

Deletes a task (only for users with the paid Marketing account).

HubSpot CRM

Get a Deal Pipeline

Returns a specific deal pipeline.

HubSpot CRM

Get an Owner

Returns details for an owner.

HubSpot CRM

Get a Record

Gets a contact, a company, or a deal.

HubSpot CRM

Get a Record Property

Gets metadata for a specific record property by its (internal) name.

HubSpot CRM

Merge Contacts

Merges contacts

HubSpot CRM

Move a File

Moves a file to a different folder.

HubSpot CRM

Remove a Contact from a Company

Removes a contact from a company.

HubSpot CRM

Remove a Contact from a List

Removes a contact from a contact list.

HubSpot CRM

Remove Association of a Deal

Removes association of a deal.

HubSpot CRM

Submit Data to a Form

Sends form submission data to HubSpot.

HubSpot CRM

Update a Record

Updates a contact, a company, or a deal.

HubSpot CRM

Upload a File

Uploads a new file to the file manager.

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.

Infusionsoft

List All Emails Sent

Retrieves a list of emails that have been sent.

Infusionsoft

List Applied Tags

Retrieves a list of tags applied to a given contact.

Infusionsoft

List Appointments

Retrieves all your appointments.

Infusionsoft

List Campaigns

Retrieves all your campaigns.

Infusionsoft

List Contacts

Retrieves a list of all your contacts.

Infusionsoft

List Custom Fields of Contacts

Retrieves a list of custom fields for contacts.

Infusionsoft

List Emails sent to Contact

Retrieves a list of emails that have been sent to a contact.

Infusionsoft

List Files

Retrieves a list of all files.

Infusionsoft

List Notes

Retrieves a list of all notes.

Infusionsoft

List Opportunities

Retrieves a list of all opportunities.

Infusionsoft

List Orders

Retrieves a list of all orders using the specified search criteria.

Infusionsoft

List Products

Retrieves a list of all products.

Infusionsoft

List Tagged Contacts

Retrieves a list of contacts that have the given tag applied.

Infusionsoft

List Tags

Retrieve a list of tags defined in the application.

Infusionsoft

List Tasks

Retrieves a list of all tasks using the specified search criteria

Infusionsoft

List Transactions

Retrieves a list transactions for a given contact.

Infusionsoft

Retrieve Commissions

Retrieves a list of commissions based on affiliate or date range.

Infusionsoft

Retrieve Order Transactions

Retrieves a list of all transactions on a given order using the specified search criteria.

HubSpot CRM

List All Contacts

Returns all contacts that have been created in the portal. The output is limited to 5000 contacts. To list previous/next contacts, you can use the advanced parameter to reset an offset ID for listing contacts after this ID.

HubSpot CRM

List Contacts of a Company

Retrieves a list of contacts in the company. The output is limited to 5000 contacts. To list previous/next contacts, you can use the advanced parameter to reset an offset ID for listing contacts after this ID.

HubSpot CRM

List Deal/Ticket Pipelines

Returns all deal/ticket pipelines for a given portal.

HubSpot CRM

List Files

Retrieves a list of files stored in file manager.

HubSpot CRM

List Forms

Retrieves a list of forms for a given portal.

HubSpot CRM

List Owners

Returns all of the owners that exist inside of HubSpot.

HubSpot CRM

List Records

Retrieves a list of contacts, companies, or deals. The output is limited to 5000 contacts, or 12500 companies, or 12500 deals.

HubSpot CRM

List Tickets

Retrieves a list of tickets.

HubSpot CRM

List Timeline Event Types

Retrieves a list of all timeline event types for a specific application. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID and Client Secret are filled in advanced parameters.

HubSpot CRM

Search for Companies by Domain

Retrieves a list of companies based on an exact match to the domain property.

HubSpot CRM

Search for Contacts

Retrieves a list of contacts using the search query.

Integrate Capsule CRM, Yodel.io, Infusionsoft, HubSpot CRM with these services