Agentcis + Capsule CRM

Agentcis + Capsule CRM integrations

Add contacts in Agentcis for new or updated opportunities in Capsule CRM

Streamline your Capsule CRM opportunities and Agentcis contacts management with this efficient workflow. Whenever a new or updated opportunity emerges in Capsule CRM, a contact will be added or updated in Agentcis, keeping your records up-to-date and ensuring your team stays informed. Enhance productivity and maintain accurate data with this easy-to-use, yet potent integration.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Add ContactAdd a new contact.
ActionWrite

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More things you can do with Capsule CRM and Agentcis

Discover other triggers and actions you can use with Capsule CRM and Agentcis

- 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
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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

- 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
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write
New Lead
Triggers when a new lead is added.
Trigger
Polling
Try It
- Client_identifier
- First_name
  Required
- Last_name
  Required
- Email
  Required
- Phone_number
- Visa_expiry_date
- Preferred_intake
- Street
- City
- State
- Zip_code
- Assignee
- Branch_id
- Tags
Action
Write

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- 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
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- 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 Client
Triggers when a new client is added.
Trigger
Polling
Try It
New Prospect
Triggers when a new prospect is added.
Trigger
Polling
Try It
- Id
  Required
- Client_identifier
- First_name
- Last_name
- Email
- Phone_number
- Visa_expiry_date
- Preferred_intake
- Street
- City
- State
- Zip_code
Action
Write

About Agentcis

Agentcis is a business management application for Education and Migration Agencies that goes beyond currently available CRM platforms.

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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 moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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Related Zap Templates

Add or update Capsule CRM contacts and create corresponding contacts in Agentcis

Related Zap Templates

Add or update Capsule CRM contacts and create corresponding contacts in Agentcis