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Capsule CRM + Frame.io

Create Frame.io projects for new or updated Capsule CRM opportunities

Stay on top of new or updated opportunities in Capsule CRM by instantly creating projects in Frame.io. With this automation, anytime an opportunity is added or updated in your Capsule CRM account, a corresponding project will be created in Frame.io, keeping your team organized and ready to take action on the latest business opportunities. Say goodbye to manual project creation and let this workflow streamline your sales and project management processes.

Stay on top of new or updated opportunities in Capsule CRM by instantly creating projects in Frame.io. With this automation, anytime an opportunity is added or updated in your Capsule CRM account, a corresponding project will be created in Frame.io, keeping your team organized and ready to take action on the latest business opportunities. Say goodbye to manual project creation and let this workflow streamline your sales and project management processes.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    Frame.ioFrame.io
    Create Project

    Creates a Frame.io Project.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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frameio logo
frameio logo

About Frame.io

Frame.io is a video review and collaboration platform. Share video projects with your team and clients for fast feedback and approval.

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