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Databox + Capsule CRM Integrations

How to connect Databox + Capsule CRM

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Supported triggers and actions

What does this mean?
  • Databox triggers, actions, and search
    Push Custom Data
    Push any custom data to Databox.
    Action
    Write
  • Databox triggers, actions, and search
    Increase Counter
    Increment a specified metric by 1 every time this action happens.
    Action
    Write
  • Capsule CRM triggers, actions, and search
    New or Updated Case
    Triggers when a given action is performed on a Case.
    Trigger
    Instant
  • Capsule CRM triggers, actions, and search
    New or Updated Opportunity
    Triggers when a given action is performed on an Opportunity.
    Trigger
    Instant
  • Capsule CRM triggers, actions, and search
    New or Updated Contact
    Triggers when a given action is performed on a Contact.
    Trigger
    Instant
  • Capsule CRM triggers, actions, and search
    New or Updated Task
    Triggers when a given action is performed on a Task.
    Trigger
    Instant
  • Capsule CRM triggers, actions, and search
    Create Case
    Creates a new Case.
    Action
    Write
  • Capsule CRM triggers, actions, and search
    Add Note to Entity
    Adds a Note to an Entity.
    Action
    Write
  • Capsule CRM

    Adds a Tag to an Entity.

    Scheduled

    Action

  • Capsule CRM

    Creates a new Opportunity.

    Scheduled

    Action

  • Capsule CRM

    Creates a new Person / Organisation.

    Scheduled

    Action

  • Capsule CRM

    Creates a new Task.

    Scheduled

    Action

  • Capsule CRM

    Finds a Case.

    Scheduled

    Action

  • Capsule CRM

    Finds a Milestone.

    Scheduled

    Action

  • Capsule CRM

    Finds a Opportunity.

    Scheduled

    Action

  • Capsule CRM

    Finds a Contact.

    Scheduled

    Action

  • Capsule CRM

    Find a Case, or Create if one does not exist.

    Scheduled

    Action

  • Capsule CRM

    Find a Opportunity, or Create if one does not exist.

    Scheduled

    Action

  • Capsule CRM

    Find a Contact, or Create if one does not exist.

    Scheduled

    Action

How Databox + Capsule CRM Integrations Work

  1. Step 1: Authenticate Databox + Capsule CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

About Databox

Databox is a business analytics platform built to help you understand what's going on with your business and keep KPIs from cloud services, spreadsheets, databases in one place.
Learn More

Related categories

  • Dashboards

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About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn More

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