Trello, Capsule CRM Integrations

Trello
Capsule CRM
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Triggers

Trello

Watch activities INSTANT

Triggers when a new activity occurs.

Trello

Watch activities

Triggers when a new activity occurs.

Trello

Watch attachments

Triggers when a new attachment is added to a card.

Trello

Watch boards

Triggers when a new board is added.

Trello

Watch cards

Triggers when a new card is added.

Trello

Watch comments

Triggers when a new comment is added.

Trello

Watch notifications

Triggers when you have a new notification.

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

Trello

Create a card

Creates a new card.

Trello

Edit a card

Edits an existing card.

Trello

Archive a card

Archives a card.

Trello

Unarchive a card

Unarchives a card/sends a card back to a board.

Trello

Search for cards

Returns cards matching the search query.

Trello

Get a card

Retrieves a card by ID.

Trello

Move a card

Moves a card to an existing list or board.

Trello

Create a checklist

Creates a checklist on a given card.

Trello

Create a checklist item

Creates a checklist item.

Trello

Add an attachment

Adds an attachment to a card.

Trello

Add a member to a card

Adds a selected member to a card.

Trello

Remove a member from a card

Removes a selected member from a card.

Trello

Create a list

Creates a new list.

Trello

Edit a list

Edits an existing list.

Trello

Archive a list

Archives a list.

Trello

Get board lists

Retrieves all lists from a given board.

Trello

Get a list

Retrieves a list by ID.

Trello

Create a board

Creates a new board.

Trello

Edit a board

Edits an existing board.

Trello

Archive a board

Archives a board.

Trello

Search for boards

Returns boards matching the search query.

Trello

Assign a member to a board

Assigns a specific member to a board.

Trello

Unassign a member from a board

Unassigns a specific member from a board.

Trello

Create a comment

Creates a comment on a specified card.

Trello

Edit a comment

Edits an existing comment.

Trello

Delete a comment

Deletes a comment.

Trello

List comments

Retrieves a list of comments for a card.

Trello

Create a label

Creates a new label.

Trello

Edit a label

Edits an existing label.

Trello

Delete a label

Deletes a label.

Trello

Add a label to a card

Adds an existing label to a card.

Trello

Remove a label from a card

Removes a label from a card.

Trello

Retrieve labels

Retrieves all labels from a board.

Trello

Delete an attachment

Deletes an attachment from a card.

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

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.

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