Connect Rollbar and Capsule CRM to Build Intelligent Automations

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Rollbar

When this happens...

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New or Updated Contact

New or Updated Contact

Triggers when a given action is performed on a Person or Organisation.

New or Updated Opportunity

New or Updated Opportunity

Triggers when a given action is performed on an Opportunity.

New or Updated Project

New or Updated Project

Triggers when a given action is performed on a Project.

New or Updated Task

New or Updated Task

Triggers when a given action is performed on a Task.

New or Updated Users

New or Updated Users

Triggers when a given action is performed on a user.

Request a new Trigger for Rollbar

Do thisActions

Action is the task that follows automatically within your Rollbar integrations.

Create Team

Create Team

Creates a new team.

Create a project

Create a project

Creates a new project.

Delete a project

Delete a project

Delete a project by project name.

Delete a Team

Delete a Team

Delete a team.

Create Contact

Create Contact

Creates a new Person or Organisation.

Update Opportunity

Update Opportunity

Update an existing opportunity

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Frequently Asked Questions

How do I start an integration between Rollbar and Capsule CRM?

To start, connect both your Rollbar and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Rollbar triggers actions in Capsule CRM (or vice versa).

Can we customize how data from Rollbar is recorded in Capsule CRM?

Absolutely. You can customize how Rollbar 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.

How often does the data sync between Rollbar and Capsule CRM?

The data sync between Rollbar and Capsule CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Rollbar to Capsule CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Rollbar and Capsule CRM?

Yes, you can set conditional logic to control the flow of data between Rollbar 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.

Rollbar

About Rollbar

Rollbar is a real-time error monitoring and debugging tool that helps developers track and fix errors in their applications. It provides detailed error reports, allowing teams to quickly identify and resolve issues, improving the overall quality and reliability of their software.

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Capsule CRM

About 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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