Create integrations between Magento 2.X and Capsule CRM to automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.

A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.

An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.

Triggers and actions are the main components of every automated workflow.

Connect Magento 2.X and Capsule CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect your tools and unlock the power of automation

With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Product
Triggers when a new product is created.
Trigger
Scheduled
Try It
New Order
Triggers when a new order is created (with line item support).
Trigger
Scheduled
Try It
New Sales Order Invoice
Triggers when a new sales order invoice is created (with line item support).
Trigger
Scheduled
Try It
- Parent_id
  Required
- Name
  Required
- Category Visibility
- Would you like to include it in main menu?
Action
Write
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Middle Name
- Password
  Required
- Prefix
- Suffix
- Gender
- Date Of Birth
- Default Billing Address
- Default Shipping Address
- Tax or VAT number
- Group ID
- Store ID
- Website ID
Action
Write

- Order_id
  Required
- Item
  Required
- Quantity of Item
  Required
- Order Comment
- Should Comment be Visible on front?
- Append Comment
- Should Customer be Notified?
- Capture?
Action
Write
- Action
  Required
Trigger
Instant
Try It

- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write

New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
New Sales Order Credit Memo
Triggers when a new sales order creditmemo is created.
Trigger
Scheduled
Try It
New Sales Order Shipment
Triggers when a new sales order is created (with line item support).
Trigger
Scheduled
Try It
- Name
  Required
- Type
  Required
- Parent Category
- Attribute Set
  Required
- Price
  Required
- SKU
  Required
- Status
- Visibility
- Product Weight
Action
Write
- Order_id
  Required
- Order Comment
- Should Customer be Notified?
- Should Comment be Visible on front?
Action
Write
- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Entity Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Entity Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write

About Magento 2.X

Magento 2.X is the premier open source e-commerce app used by millions of customers each and every day.

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eCommerce

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.

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