Connect Capsule CRM and Sirv

Both apps 104Capsule CRM 70Sirv 34

• 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 File

  Triggers when a new file appears in a folder of your Sirv account, and hands on that file's name, type, size and dimensions.

• Trigger
  New Tagged File

  Triggered when a new file carrying the chosen tag appears in your Sirv account.

• Action
  Add Advanced Watermark

  Builds the Sirv image URL that shows one of your images with a watermark laid over it, using the position, size, opacity and rotation you choose.

• Action
  Add Canvas or Border

  Puts a coloured canvas and/or border around a Sirv image and returns the new image URL. Nothing is re-uploaded — the original file is untouched.

• Action
  Add Tags to File

  Adds meta tags to a file in your Sirv account.

• Action
  Apply Color Effects

  Adjusts the colours of a Sirv image — hue, saturation, lightness, tint, tone and levels — and returns the new image URL. The original file is untouched.

• Action
  Convert Spin to Video

  Turns a 360 spin stored in your Sirv account into an MP4 video and returns the path of the video that was created.

• Action
  Convert Video to Spin

  Converts a video in your Sirv account into a 360-degree spin and returns the spin that was created.

• Action
  Copy File

  Copies a file in your Sirv account to another path, leaving the original in place.

• Action
  Create Folder

  Creates an empty folder in your Sirv account at the path you give.

• Action
  Create Thumbnail

  Builds the Sirv image URL that serves a resized, optionally cropped thumbnail of one of your images.

• Action
  Delete File

  Deletes a file, or an empty folder, from your Sirv account.

• Action
  Delete file tags

  Removes one or more tags from a file in your Sirv account.

• Action
  Download File

  Downloads a file from your Sirv account and returns its contents.

• Action
  Fetch File From URL

  Pulls a file from a web address straight into your Sirv account, saving it at the path you choose, and reports whether the fetch succeeded.

• Action
  Find File

  Searches the files in your Sirv account by name, folder, type, size, tags, description or date, and returns the matching files.

• Action
  Get API Limits

  Returns your Sirv API rate limits and how much of each you have used.

• Action
  Get batch delete job

  Returns the progress and results of a batch delete job you started earlier.

• Action
  Get CDN URL

  Returns the public web address of a file in your Sirv account.

• Action
  Get File Info

  Returns the details Sirv holds on one file — its type, size, dates and image information.

• Action
  Get File Metadata

  Returns everything Sirv stores about a file: its title, description, tags, product details and any other metadata held against it.

• Action
  Get File Tags

  Returns the tags attached to a file in your Sirv account.

• Action
  Get product metadata

  Returns the product information stored on a file in your Sirv account.

• Action
  Get Storage Info

  Returns how much storage your Sirv account is using and how much it is allowed.

• Action
  Get Usage Report

  Returns how much your Sirv account has served — the number of file requests and the bytes transferred, broken down by day.

• Action
  Get ZIP Job

  Returns the progress and results of a zip job, including the archive it produced.

• Action
  List Folder Contents

  Lists the files and sub-folders inside a folder of your Sirv account, with each item's name, size, type and when it was last changed.

• Action
  Make API Call

  Makes any Sirv API call you specify, for endpoints that do not yet have their own action. You supply the method, the path and any data; the connected account's credentials are applied for you.

• Action
  Rename or Move File

  Renames a file or folder, or moves it to another folder, by giving its new path.

• Action
  Set File Metadata

  Sets the title, description, tags and product details held against a file in your Sirv account. Anything left blank is left as it is.

• Action
  Set Product Metadata

  Attaches product details — code, name, brand and categories — to a file in your Sirv account.

• Action
  Update account

  Changes your Sirv account settings — file minification and where missing files are fetched from. Only the settings you fill in are sent; the rest are left as they are.

• Action
  Upload File

  Uploads a file to your Sirv account from a web address.

• Action
  Zip Files

  Starts a job that packs the files and folders you name into a single zip in your Sirv account, and returns the job so you can check when it is ready.

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