Connect Capsule CRM and REsimpli

Both apps 107Capsule CRM 70REsimpli 37

• 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
  New Agent

  Triggers when a new agent is added in REsimpli.

• Trigger
  New Buyer

  Triggers when a new buyer is added in REsimpli.

• Trigger
  New Lead

  Triggers when a new lead is added in REsimpli.

• Trigger
  New Vendor

  Triggers when a new vendor is added in REsimpli.

• Action
  Add Activity

  Adds an activity comment to a lead, buyer, vendor, agent or list stacking record in REsimpli.

• Action
  Add Contact Details to Lead

  Creates a contact from the details you supply and links it to an existing lead. If a contact with the same phone or email already exists, that contact is linked instead.

• Action
  Add Contact to Lead

  Links an existing contact to a lead in REsimpli, optionally making it the lead's primary contact.

• Action
  Add Tags to Agent

  Adds one or more existing agent tags to an agent in REsimpli.

• Action
  Add Tags to Buyer

  Adds one or more existing buyer tags to a buyer in REsimpli.

• Action
  Add Tags to Lead

  Adds one or more existing lead tags to a lead in REsimpli.

• Action
  Add Tags to Vendor

  Adds one or more existing vendor tags to a vendor in REsimpli.

• Action
  Create Buyer

  Creates a new buyer in REsimpli with contact details, pipeline status, marketing campaign and buy-box preferences.

• Action
  Create Lead

  Creates a new lead (property and seller contact) in REsimpli and returns the created lead.

• Action
  Create Tag

  Creates one or more tags in REsimpli for a chosen record type (leads, buyers, vendors, agents and more).

• Action
  Create Vendor

  Creates a new vendor in REsimpli with its contact details, pipeline status, vendor type and targeting.

• Action
  Delete Agent

  Deletes an agent in REsimpli (soft delete).

• Action
  Delete Buyer

  Deletes a buyer in REsimpli (soft-delete).

• Action
  Download File

  Downloads a file stored on a REsimpli lead, buyer, vendor or agent record.

• Action
  Get Buyer

  Returns the full details of a buyer in REsimpli.

• Action
  Get Vendor

  Returns the full details of a vendor in REsimpli.

• Action
  List Activities

  Returns the activity history (or conversations only) for a REsimpli lead, buyer, vendor, agent or list stacking record.

• Action
  List Agents

  Returns agents in your REsimpli account, optionally filtered by search text, status, pipeline, assigned user, tags or target area.

• Action
  List Buyers

  Returns buyers in your REsimpli account, optionally filtered by search text, pipeline, status, assigned users, tags, or target cities and states.

• Action
  List Call Logs

  Returns the call logs recorded on a lead, buyer, vendor, agent or list stacking record.

• Action
  List Contacts

  Returns contacts in your REsimpli account with their names, phone numbers and emails, optionally filtered by a search term.

• Action
  List Files

  Returns the files stored in a folder on a REsimpli lead, buyer, vendor, agent or other record, optionally filtered by category or search text.

• Action
  List Leads

  Returns leads in REsimpli, optionally filtered by search text, status or pipeline (up to 100 per call).

• Action
  List Vendors

  Returns vendors in your REsimpli account, optionally filtered by search text, status, pipeline, assigned users, tags or target areas.

• Action
  Remove Contact from Lead

  Unlinks a contact from a lead in REsimpli. If the removed contact was primary, another contact on the lead becomes primary.

• Action
  Remove Tags from Agent

  Removes one or more tags from an agent in REsimpli.

• Action
  Remove Tags from Buyer

  Removes one or more tags from a buyer in REsimpli.

• Action
  Remove Tags from Lead

  Removes one or more tags from a lead in REsimpli.

• Action
  Update Agent Status

  Moves an agent to another pipeline status in REsimpli, optionally completing open tasks.

• Action
  Update Buyer Status

  Moves a buyer to another pipeline status in REsimpli.

• Action
  Update Custom Question Answers

  Saves answers to custom questions on a lead, buyer, vendor or agent. Answers to other questions are kept.

• Action
  Update Lead Status

  Moves a lead to another pipeline status in REsimpli, optionally completing its open tasks.

• Action
  Update Vendor Status

  Moves a vendor to another pipeline status in REsimpli.

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