ElectroNeek + Capsule CRM

Actions · 10

• Create Contact

  Create a new Person or Organisation in Capsule CRM.

• Update Contact

  Update fields on an existing Person or Organisation.

• Create Opportunity

  Create a new Opportunity in Capsule CRM.

• Create Project

  Create a new Project in Capsule CRM.

• Create Task

  Create a new Task in Capsule CRM.

• Update Opportunity

  Update an existing Opportunity in Capsule CRM.

• Add Note to Entity

  Add a comment/note to an entity (e.g., contact, opportunity, project).

• Find Contact

  Find a Person by search criteria.

• Find Project

  Find a Project by search criteria.

• Find Opportunity

  Find an Opportunity by search criteria.

Triggers · 4

• New Case

  Fires when a new case (project) is created in Capsule CRM.

• New Opportunity

  Fires when a new opportunity is created.

• New Task

  Fires when a new task is created.

• New Project

  Fires when a project is created.