Connect Capsule CRM and LearnWorlds

Both apps 100Capsule CRM 70LearnWorlds 30

• Trigger
  List projects

  list projects (cases/kases), surfacing new ones over time

• Trigger
  List tasks

  list tasks, surfacing new ones over time

• Trigger
  New case

  Polls for newly created cases in Capsule CRM.

• Trigger
  New opportunity

  Polls for newly created opportunities in Capsule CRM.

• Trigger
  New organization

  Polls for newly created organizations in Capsule CRM.

• Trigger
  New person

  Polls for newly created people in Capsule CRM.

• Trigger
  New task

  Polls for newly created tasks in Capsule CRM.

• Trigger
  New user

  Polls for newly created user accounts in Capsule CRM.

• Action
  Add additional party to opportunity

  add an additional party to an opportunity

• Action
  Add Task

  Add a task in Capsule CRM, optionally linked to a party.

• Action
  Complete a task

  Marks a task as completed in Capsule CRM.

• Action
  Create a case

  Creates a new case (kase) in Capsule CRM, optionally linked to a party.

• Action
  Create a new task for organization

  This action creates a new task for the specified organization.

• Action
  Create an open case for organization

  This action creates a new open case for the specified organization.

• Action
  Create an open case for person

  This action creates a new open case for the specified person.

• Action
  Create an organization

  Creates a new organization party in Capsule CRM.

• Action
  Create a note

  Creates a new note (entry) attached to a party, opportunity, or case in Capsule CRM.

• Action
  Create a person

  Creates a new person party in Capsule CRM.

• Action
  Create a tag for organization

  This action creates a new tag for the specified organization.

• Action
  Create a tag for person

  This action creates a new tag for the specified person.

• Action
  Create entry

  create an activity entry

• Action
  Create opportunity

  create an opportunity

• Action
  Create party

  create a party (person or organization)

• Action
  Create project

  create a project (case)

• Action
  Create tag

  create a tag for an entity type

• Action
  Delete a party

  Deletes a party by id in Capsule CRM.

• Action
  Delete entry

  delete an activity entry

• Action
  Delete opportunity

  delete an opportunity

• Action
  Delete project

  delete a project

• Action
  Delete tag

  delete a tag

• Action
  Delete task

  delete a task

• Action
  Get Party

  Get a party (person or organization) in Capsule CRM, including its custom fields both raw and flattened by field-definition id.

• Action
  List additional parties for opportunity

  list additional parties on an opportunity

• Action
  List cases

  Lists cases (kases) in Capsule CRM.

• Action
  List deleted opportunities

  list deleted opportunities

• Action
  List deleted parties

  list deleted parties

• Action
  List deleted projects

  list deleted projects

• Action
  List employees of party

  list people employed at an organization party

• Action
  List entries by date

  list activity entries by date

• Action
  List entries for entity

  list activity entries for a party/opportunity/project

• Action
  List opportunities

  Lists sales opportunities in Capsule CRM.

• Action
  List opportunities by party

  list opportunities for a party

• Action
  List parties

  Lists parties (people and organizations) in Capsule CRM.

• Action
  List projects associated with opportunity

  list projects associated with an opportunity

• Action
  List projects by party

  list projects for a party

• Action
  List tags

  list tags for an entity type

• Action
  List teams

  list teams

• Action
  List tracks for entity

  list tracks for an entity

• Action
  List users

  list users

• Action
  Remove additional party from opportunity

  remove an additional party from an opportunity

• Action
  Run filter query

  run a saved/ad-hoc filter query for an entity

• Action
  Search opportunities

  search opportunities

• Action
  Search parties

  Searches parties by a free-text query in Capsule CRM.

• Action
  Search projects

  search projects

• Action
  Show current user

  get the authenticated user

• Action
  Show entry

  retrieve an activity entry by ID

• Action
  Show opportunity

  retrieve an opportunity by ID

• Action
  Show project

  retrieve a project by ID

• Action
  Show site config

  get account/site configuration

• Action
  Show tag

  retrieve a tag by ID

• Action
  Show task

  retrieve a task by ID

• Action
  Show user

  retrieve a user by ID

• Action
  Update entry

  update an activity entry

• Action
  Update opportunity

  update an opportunity

• Action
  Update party

  update a party

• Action
  Update project

  update a project

• Action
  Update tag

  update a tag

• Action
  Update task

  update a task

• Action
  Update user

  update a user

• Action
  Upload attachment

  upload an attachment

• Trigger
  Assessment Completed

  Triggers when a learner submits a completed assessment, returning their grade, pass/fail result and answers.

• Trigger
  Course Completed

  Triggers when a user completes a course in your LearnWorlds school.

• Trigger
  New Certificate

  Triggers when a certificate is issued to a learner for a course (or for a specific user).

• Trigger
  New Certificate (Legacy)

  Triggers when a new certificate is issued for a course or a user in your LearnWorlds school.

• Trigger
  New Enrollment Purchase (Legacy)

  Triggers when a new enrollment purchase (payment for a course, bundle or subscription) is recorded in your LearnWorlds school.

• Trigger
  New Form Submission

  Triggers when a learner submits a response to the chosen LearnWorlds form.

• Trigger
  New Lead

  Triggers when a new lead submits their email in one of your school's lead capture forms.

• Trigger
  New Lead (Legacy)

  Triggers when a new lead submits their email in one of your school's lead capture forms.

• Trigger
  New User

  Triggers when a new user registers in your LearnWorlds school.

• Trigger
  New User (Legacy)

  Triggers when a new user signs up or is created in your LearnWorlds school.

• Trigger
  Payment Created

  Triggers when a new payment is made in your LearnWorlds school.

• Trigger
  Payment Failed

  Triggers when a payment fails in your LearnWorlds school, returning the failed-payment event with the user and its details.

• Trigger
  Subscription or Payment Plan Canceled

  Triggers when a user's subscription or payment plan becomes inactive (canceled or expired), newest users first.

• Trigger
  Subscription Updated

  Triggers when a user subscription is created or changes, such as a new status, plan or expiry date.

• Trigger
  User Updated

  Triggers when a user in your LearnWorlds school is changed (profile fields, tags, role, suspension and so on). Checks the 200 most recently registered users.

• Action
  Add Tags to User

  Adds one or more tags to a LearnWorlds user and returns the updated user.

• Action
  Create and Enroll User (Legacy)

  Creates a new LearnWorlds user and enrolls them in a course, bundle or subscription in one step.

• Action
  Create User

  Creates a new user in your LearnWorlds school and returns the created user.

• Action
  Create User (Legacy)

  Creates a new user in your LearnWorlds school with optional sign-up fields, tags and UTM values.

• Action
  Enroll User in Product

  Enrolls a user in a course, learning program (bundle) or subscription.

• Action
  Enroll User in Product (Legacy)

  Enrolls an existing user in a course, bundle or subscription.

• Action
  Find a User

  Finds a user in your LearnWorlds school by email address and returns their full record, including sign-up and custom fields.

• Action
  Get course

  Returns a course's details, including its title, description, prices, access type and author.

• Action
  Get user

  Returns a LearnWorlds user by ID or email, including sign-up fields, tags, UTMs and role.

• Action
  List bundles

  Returns all bundles in your LearnWorlds school, most recently created first.

• Action
  List payments

  Returns the school's payments, most recent first, optionally filtered by user, product, product type, affiliate or creation date.

• Action
  List users

  Returns the users of your LearnWorlds school, newest first, optionally filtered by status, role, tags or registration date.

• Action
  Remove Tags From User

  Removes one or more tags from a LearnWorlds user and returns the updated user.

• Action
  Unenroll User From Product

  Removes a user's enrollment from a course, bundle or subscription in your LearnWorlds school.

• Action
  Update user

  Updates a LearnWorlds user's email, username, marketing consent, admin status, profile fields, tags and UTM values, and returns the updated user.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.