Breezy HR + Capsule CRM Integration

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Breezy HR + Capsule CRM Integration
1.
  • Breezy HR
    New candidate is added to an active position in Breezy HR

    Triggers the automation when a new candidate is assigned to a open job position

  • Breezy HR
    New position is created and is set active in Breezy HR

    Triggers the automation when a new position is created and set as active

  • Capsule CRM
    Person is created in Capsule CRM

    Triggers the automation when a new person is created

    Instant
  • Capsule CRM
    Person is updated in Capsule CRM

    Triggers the automation when a person's profile is updated

    Instant
  • Capsule CRM
    Task is created in Capsule CRM

    Triggers the automation when a new task is created

    Instant
  • Capsule CRM
    Task is updated in Capsule CRM

    Triggers the automation when any task is updated

    Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM

    Triggers the automation when any opportunity is updated

    Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM

    Triggers the automation when any opportunity is updated

    Instant
  • Capsule CRM
    Case is created in Capsule CRM

    Triggers the automation when a case is created

    Instant
  • Capsule CRM
    Case is updated in Capsule CRM

    Triggers the automation when any case is updated

    Instant
  • Capsule CRM
    Organisation is created in Capsule CRM

    Triggers the automation when a new organization is created

    Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM

    Triggers the automation when any organization's profile is modified

    Instant
2.
  • Breezy HR
    Create a candidate in Breezy HR

    Creates a new candidate record

  • Capsule CRM
    Create person in Capsule CRM

    Generates a new person

  • Capsule CRM
    Search person in Capsule CRM

    Retrieves information about a person

  • Capsule CRM
    Create opportunity in Capsule CRM

    Creates a new instance of the support system

  • Capsule CRM
    Search opportunity in Capsule CRM

    Searches for a opportunity

  • Capsule CRM
    Create task in Capsule CRM

    Creates a new task

  • Capsule CRM
    Add note to entity in Capsule CRM

    Adds a note to a entity

  • Capsule CRM
    Create organisation in Capsule CRM

    Generates a new invoice

  • Capsule CRM
    Search organisation in Capsule CRM

    Finds and retrieves information about a organization

  • Capsule CRM
    Search person or organisation in Capsule CRM

    Searches for a person or organisation

  • Capsule CRM
    Add tag to entity in Capsule CRM

    Assigns a tag to a designated entity

  • Capsule CRM
    Create case in Capsule CRM

    Generates a new case entry

  • Capsule CRM
    Search case in Capsule CRM

    Searches for a case record

  • Capsule CRM
    Search milestone in Capsule CRM

    Searches for a milestone

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