Automate your Workflow

with Capsule 's API!
Yoom allows integration with Capsule CRM without code, enabling automation of Capsule CRM operations via API. For example, information submitted through Google Forms or Typeform can be automatically registered as a Party in Capsule CRM, and Party information registered in Capsule CRM can be automatically linked to marketing tools like Mailchimp or ActiveCampaign.
Capsule
API actions —no coding required!
Automation Actions
    Get Party
    Delete Party
    Search Party
    Create Party
    List Opportunity
    Get Opportunity
    Create Opportunity
    Delete Opportunity
    Search Opportunity
    Update Party
    List Task
    Update Opportunity
    Get Task
    Create Task
    Delete Task
    List Project
    Update Task
    Delete Project
    Search Project
    Create Project
    Update Project
Automation Triggers
    Updated Party
    New Party
    New Opportunity
    Updated Opportunity
    New Task
    Updated Task
    Completed Task
    Closed Opportunity
    Updated Opportunity Milestone
    Updated to Specified Opportunity Milestone
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