Integrate Capsule CRM with GoDial
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Supported triggers and actions
Integrate Capsule CRM and GoDial using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Opportunity
Triggers when a new opportunity is created
New Organization
Triggers when a new organization is created
New User
Triggers when a new user is added
New Case
Triggers when a new case is created
New Person
Triggers when a new person is created on Capsule CRM
New Task
Triggers when a new open task is created
Contact created
Triggers when a new contact is created
Contact updated
Triggers when the details of an existing contact is updated
Account created
Triggers when a new account is created
Team created
Triggers when a new team is created
Task created
Triggers when a new task is created
All Actions - Actions are the automated tasks
Create Person
Creates a new person on Capsule CRM
Create Case
Creates a new case
Create Task
Creates a new task
Create Opportunity
Creates a new opportunity
Find person
Finds the details of the specified person by ID
Create task
Creates a new task
Assign a list to a member
Assigns a list to a member
Change contact list
Changes the list for a contact
Insert dispose details for a contact
Inserts disposition details for a particular contact
Create contact
Creates a new contact
Create team
Creates a new team
Create list
Creates a new list
Create account
Creates a new account
Fetch task by ID
Fetches the details of an existing task using ID
Fetch account by ID
Fetches the details of an existing account using ID
Fetch list by ID
Fetches the details of an existing list using ID
Fetch contact by ID
Fetches the details of an existing contact using ID
Fetch team by ID
Fetches the details of an existing team using ID
What is Capsule CRM?
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What is GoDial?
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