Connect Hana and Capsule CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Report Group
New Report Group Message
New Integration Group Space
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 Hana and Capsule CRM automations
Explore more automations built by businesses and experts
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Report Group
Triggers when a new Report Group is created.
New Report Group Message
Triggers when a new Report Group Message is added to a particular group.
New Integration Group Space
Triggers when Hana is added to a new group space in Chat.
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
New or Updated Project
Triggers when a given action is performed on a Project.
Do thisActions
Action is the task that follows automatically within your Hana integrations.
Create Google Chat Message
Hana will create a Google Chat message in the specified space
Create Report Group Message
Creates a report group message in Hana system that you can QnA over later such that Hana acts as your POC.
Generate Completion
Allows you to generate a completion/reply from Hana based on some input prompt and other parameters. She will automatically consider her memories and other system context to answer your query
Get Chat Completion Status
Get chat completion status for a previously requested chat completion.
Search for Report Group Messages in a Group
Search for report group messages from a particular report group, optionally between 2 timestamps. Max limit - 100 records.
Search for Spaces Hana Is Added In
Search for spaces that Hana is added in Google Chat. Max limit - 100 records.
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Frequently Asked Questions
To start, connect both your Hana and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Hana triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how Hana 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 Hana 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 Hana 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 Hana
Hana is a comprehensive platform designed to streamline business operations through advanced technology solutions. It offers a range of services that cater to various business needs, enhancing productivity and efficiency.
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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