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Salesforce

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Microsoft Dynamics 365

Microsoft Teams

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ServiceNow

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Lever

Jira

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Agile CRM

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Microsoft Outlook

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Aircall

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SalesforceIQ

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Slack

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Mindbody

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Huddle

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Pipeliner

Update drive item properties

Create a new folder in a Drive with a specified parent item or path.

Create folder

Create item

Delete a DriveItem by using its ID or path. Note that deleting items using this method will move the items to the recycle bin instead of permanently deleting the item.

Delete drive item

Download file

Get item

Get list item

Get site

List list items

List site drives

List site lists

List site lists DDL

List sites

List sites DDL

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Return a collection of files and folders in the children relationship of a DriveItem.

List children

List list items fields DDL

List site drives DDL

Move item

Upload file

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Update an existing party. Any fields not included in the request will remain unchanged. The party type (person or organization) cannot be modified.

Update party

Create opportunity

Creates a new party contact to be stored in Capsule. A party can be either a person or an organization.

Create party

Delete a specific opportunity from Capsule.

Delete opportunity

Retrieve the details of a specific milestone.

Get milestone

Retrieve the details of a specific opportunity associated with the Capsule account.

Get opportunity

Retrieve the details of a specific person or organization associated with the Capsule account.

Get party

List countries

List countries DDL

Retrieve a list of all the custom fields on the Capsule account. An entity must be specified (either parties, opportunities or cases) and will define which custom fields to return.

List custom fields

List custom fields DDL

Retrieve a list of custom titles available on the Capsule account.

List custom titles

Retrieve a list of all the reasons for a lost opportunity on this Capsule account.

List lost reasons

List lost reasons DDL

Retrieve a list of all the milestones on the Capsule account.

List milestones

List milestones DDL

Retrieve a list of the opportunities on the Capsule account.

List opportunities

List opportunities DDL

List organizations DDL

Retrieve a list of the parties on the Capsule account.

List parties

List parties DDL

Retrieve a list of tags on the Capsule account.

List tags

List tags DDL

Retrieve a list of all the teams on this Capsule account.

List teams

List teams DDL

List titles DDL

Retrieve a list of tracks on the Capsule account.

List track definitions

List track definitions DDL

Retrieve a list of all the users on this capsule account.

List users

List users DDL

Update an existing opportunity. Any fields not included in the request will remain unchanged.

Update opportunity

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Microsoft Sharepoint and Capsule CRM integrations couldn’t be easier with the Tray Platform’s robust Microsoft Sharepoint and Capsule CRM connector, which connects any services without the need for separate integration tools.

Microsoft Sharepoint and Capsule CRM integrations couldn’t be easier with the Tray Platform’s robust Microsoft Sharepoint and Capsule CRM connectors, which can connect to any service without the need for separate integration tools.

Integrate Microsoft Sharepoint and Capsule CRM with any SaaS application or service using the Tray Platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to Microsoft Sharepoint and Capsule CRM and any other API, database, webhook, and more.

Microsoft Sharepoint and Capsule CRM integration + automation

Microsoft Sharepoint and Capsule CRM Connector Details

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