Create integrations between Aisle Planner 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.

Create your first workflow

Quickly automate workflows with Aisle Planner and Capsule CRM using Zapier's templates.

Our most popular template

Create new Aisle Planner leads from new or updated Capsule CRM contacts
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Aisle Planner + Capsule CRM

Create new Aisle Planner leads from new or updated Capsule CRM contacts

Details

Try it

Aisle Planner + Capsule CRM

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 Aisle Planner 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 Lead
Trigger when a new lead is created.
Trigger
Scheduled
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Payment Paid
Trigger when a new payment is made.
Trigger
Scheduled
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- Contact first name
  Required
- Contact last name
  Required
- Contact company name
- Role
- Venue name
- Contact primary email
- Contact primary phone
- Contact primary website
- Contact address line 1
- Contact address line 2
- Contact city
- Contact state
- Contact postcode
- Contact country
- Event location city
- Event location state
- Project name
- Project type
  Required
- Estimated guest count
- Budget currency
  Required
- Estimated budget
- Project Date Format
  Required
- Project date
  Required
- Lead source
- Service type
- Lead status
- Notes
Action
Write
- Action
  Required
Trigger
Instant
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- Action
  Required
Trigger
Instant
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- Contact
  Required
- Project 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
- Project name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Project 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

Project
Trigger when a new project is created.
Trigger
Scheduled
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- Project name
  Required
- Project template
  Required
- Event location city
- Event location state
- Timezone
  Required
- Project Date Format
  Required
- Project date
  Required
- Estimated guest count
- Budget currency
  Required
- Estimated budget
Action
Write
- Project template
  Required
- Event location city
- Event location state
- Timezone
  Required
- Project Date Format
  Required
- Project date
  Required
- Estimated guest count
- Budget currency
  Required
- Estimated budget
- Project party role 1
  Required
- Project party firstname 1
  Required
- Project party lastname 1
  Required
- Project party role 2
  Required
- Project party firstname 2
  Required
- Project party lastname 2
  Required
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
- Project name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Budget currency
  Required
- 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
- Project name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Project name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Budget currency
  Required
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write

About Aisle Planner

Aisle Planner started with the idea that there was a better way to plan weddings - that wedding professionals could have all of the wedding planning and client management tools they need, all in one reliable place. With everything from lead management and booking tools to checklists, day-of timelines and a guest manager, Aisle Planner has what wedding industry pros need to book clients quickly and manage the million and one details that come with the job.

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Related categories

Project Management

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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