Connect Canny and Capsule CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Post Created
New Comment Added
New Vote
Post Status Changed
Tag Added to Post
Choose an Action
Automatically do this!
Create Contact
Update Opportunity
List Tasks
Add Note to Entity
Create Opportunity
Create a project
Create Task
Update Contact
Find Contact
Find Milestone
List Parties
List opportunities
List projects
List tasks
List users
List teams
List pipelines
List milestones
List lost reasons
List boards
List stages
List track definitions
List task categories
List activity types
Ready to use Canny and Capsule CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Post Created
Runs when a new post is created in Canny.
New Comment Added
Runs when a new comment is added to a specific post.
New Vote
Runs when a new vote is created
Post Status Changed
Runs when a post's status changes.
Tag Added to Post
Runs when a tag is added to a post.
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
Do thisActions
Action is the task that follows automatically within your Canny integrations.
Create Comment
Creates a new comment on a post, optionally as a reply or with images.
Create a Post
Creates a new post
Change Post Status
Changes the status of a Canny post.
Create Or Update User
Creates a new user or updates an existing user and returns the user's ID.
Find Post
Finds an existing post
List All Boards
Returns a list of all boards associated with your company, in no particular order.
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Frequently Asked Questions
To start, connect both your Canny and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Canny triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how Canny data is recorded in Capsule CRM. This includes choosing which data fields go into which fields of Capsule CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Canny and Capsule CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Canny and Capsule CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Canny
Canny is a user feedback tool that helps you collect, organize, and analyze feedback from your users to make informed product decisions.
Learn MoreAbout Capsule CRM
CRM software helps sales teams enhance customer relationship management by centralizing customer information, tracking customer interactions across multiple platforms, and providing tools for effective contact management.
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