Create a Capsule CRM party (person) when a new ActiveDEMAND contact is created
Create a Capsule CRM party (person) when a new ActiveDEMAND contact is created
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Every time a new ActiveDEMAND contact is created, Make will automatically create a Capsule CRM person (if it doesn't already exist).
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.
Adds an person or organisation as an additional contact to the case.
Adds an person or organisation as an additional contact to the opportunity
Creates a new case.
Creates a new contact.
Creates a new party, opportunity or case custom field.
Creates a new form submit.
Creates a new history.
Creates a new opportunity milestone.
Creates a new party.
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