Add new Capsule CRM people to ActiveTrail as contacts

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Add Contact to Group (ExternalID)

Get a contact by external ID and external name. Returns empty response if not found.

Search

Add Contact to Mailing List (ExternalID)

Adds one or more contacts to a specific group using externalId and externalName. Limited to 1000 contacts.

Action

Add a member to a group

Update a member or create a new member in a group and send a campaign if provided.

Action

Add an Additional Party in Case

Adds an person or organisation as an additional contact to the case.

Action

Add an Additional Party in Opportunity

Adds an person or organisation as an additional contact to the opportunity

Action

Create a Case

Creates a new case.

Action

Create a Custom Field

Creates a new party, opportunity or case custom field.

Action

Create a Milestone

Creates a new opportunity milestone.

Action

Create a Party

Creates a new party.

Action

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