Capsule Crm Integrations

About Capsule Crm

Store and manage all your business contacts in one place. All relationships, not just customers. Manage contacts, leads, customers, vendors and more.

Capsule Crm Features

  • Track all history
  • Attach documents
  • Manage tasks
  • Share with co-workers
Send Twilio SMS for new Capsule CRM opportunities
Create GreenInvoice client for new Capsule CRM parties
Create Capsule CRM parties for new Invoice Ninja clients
Create Capsule CRM party for new ActiveTrail contacts
Create BILLIVING client for new Capsule CRM parties
Create Capsule CRM parties for new Shopify customers

Capsule Crm Triggers

  • New Party

    Triggers when a new party is created

  • Deleted Party

    Triggers when a party is deleted

  • New Opportunity

    Triggers when a new opportunity is created

  • Deleted Opportunity

    Triggers when an opportunity is deleted

  • New Case

    Triggers when a new case is created

  • Deleted Case

    Triggers when a case is deleted

  • New Task

    Triggers when a new task is created

  • New Entry

    Triggers when a entry is created

  • New Track Definition

    Triggers when a track definition is created

  • New User

    Triggers when a new user is created

  • New Milestone

    Triggers when a new milestone is created

Capsule Crm Actions

  • Create Party

    Creates a new party

  • Create Opportunity

    Creates a new opportunity

  • Create Case

    Creates a new case

  • Create Task

    Creates a new task

  • Create Entry

    Creates a new entry

  • Create Track

    Creates a new track

  • Create Milestone

    Creates a new milestone

  • Create Category

    Creates a new category

Embed Recipes