For the complete documentation index, see llms.txt. This page is also available as Markdown.

Get new opportunity

  1. Select Capsule as your app, under “New Gear” in the “Gears” menu. Click “Create.”

  1. Choose the Plug you want to use, or create a new one. Click “Continue.”

  1. Pick “Get new opportunity” as your action and click “Create.” GearPlug will ask for a test record, so create one.

  1. Review the imported data to make sure everything works correctly. Click “Close” to finish the setup.

Empty Fields: Here, you’ll find a list of fields you can import—but weren’t used in your record.

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