Intégration Capsule CRM + Hipcall
La capsule est une application CRM basée sur le cloud qui aide les petites organisations à suivre les personnes, les organisations, les tâches et les opportunités.
Lorsque cela se produit (déclencheurs)
Effectuer ceci (Actions)
Create task
Creates a new task.
Creates a new task.
Update task
Updates an existing task.
Updates an existing task.
Create contact
Creates a new contact.
Creates a new contact.
Update contact
Updates an existing contact.
Updates an existing contact.
Create company
Creates a new company.
Creates a new company.
Update company
Updates an existing company.
Updates an existing company.
Create deal
Creates a new deal.
Creates a new deal.
Update deal
Updates an existing deal.
Updates an existing deal.
Call init
When a call start.
When a call start.
Call hangup
When the call hangup.
When the call hangup.
Create callback
When the caller create a new callback request.
When the caller create a new callback request.
New Contact
Triggers when new contact is created.
Triggers when new contact is created.
New Opportunity
Triggers when new opportunity is created.
Triggers when new opportunity is created.
New Project
Triggers when new project is created.
Triggers when new project is created.
Opportunity Updated
Triggers when existing opportunity is updated.
Triggers when existing opportunity is updated.
Contact Updated
Triggers when existing contact is updated.
Triggers when existing contact is updated.
Project Updated
Create Contact
Creates a new Contact.
Creates a new Contact.
Create Organization
Creates a new organization.
Creates a new organization.
Create Opportunity
Creates a new opportunity.
Creates a new opportunity.
Create Case
Creates a new case.
Creates a new case.
Create Task
Creates a new task.
Creates a new task.
Add Note to Contact
Adds a note to contact.
Adds a note to contact.
Add Tag to Entity
Adds a tag to the entity.
Adds a tag to the entity.
Get User by ID
Retrieves user by ID.
Retrieves user by ID.
Create task (Coming soon)
Creates a new task.
Creates a new task.
Create contact (Coming soon)
Creates a new contact.
Creates a new contact.
Create company (Coming soon)
Creates a new company.
Creates a new company.
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