Any.do Personal + Capsule CRM

Create new Capsule CRM opportunities from Any.do Personal tasks

Stay on top of your sales opportunities with this seamless workflow between Any.do Personal and Capsule CRM. When you create a new task in Any.do Personal, an opportunity will be generated in Capsule CRM, helping you keep track of important tasks while managing your customer relationships. Increase efficiency and never miss a potential sale again with this time-saving automation.

When this happens...
New Task
Triggers when a new task is created.
TriggerScheduled
automatically do this!
Create Opportunity
Creates a new Opportunity.
ActionWrite

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Supported triggers and actions

What does this mean?

- List
Trigger
Scheduled
Try It
- List NameRequired
Action
Write
- TaskRequired
- Title
- Status
Action
Write
- TitleRequired
- ListRequired
- Due Date
- Set Reminder?
- Note
Action
Search or 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
- DescriptionRequired
- Due DateRequired
- 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 usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write

- ListRequired
Trigger
Scheduled
Try It
- ListRequired
- TitleRequired
- Due Date
- Set Reminder?
- Note
Action
Write
- Task titleRequired
Action
Search
- 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
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
Action
Write
- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write

About Any.do Personal

Any.do is a simple & powerful way to manage Projects, To-do lists & Reminders. Available on Web, iPhone, Android, Mac, Windows & More.

Learn more

Related categories

Task 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.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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PRODUCTS

CAPABILITIES

By team

Any.do Personal + Capsule CRM

Create new Capsule CRM opportunities from Any.do Personal tasks

New Task

List

Create List

Update Task

TaskRequired

Title

Status

Find or Create Task

TitleRequired

ListRequired

Due Date

Set Reminder?

Note

New or Updated Opportunity

ActionRequired

New or Updated Task

ActionRequired

Add Note to Entity

Entity TypeRequired

NoteRequired

Create Opportunity

ContactRequired

PipelineRequired

NameRequired

Description

Expected Close Date

Actual Close Date

Value

Currency

Duration Basis

Owner

Track

Tags

Create Task

DescriptionRequired

Due DateRequired

Detail

Category

Owner

Entity Type

Update Opportunity

Find Project

Search usingRequired

Find Opportunity

Search usingRequired

Find Stage

BoardRequired

NameRequired

Find or Create Opportunity

Search usingRequired

ContactRequired

PipelineRequired

NameRequired

Description

Expected Close Date

Actual Close Date

Value

Currency

Duration Basis

Owner

Track

Tags

Task Completed

ListRequired

Create Task

ListRequired

TitleRequired

Due Date

Set Reminder?

Note

Find Task

Task titleRequired

New or Updated Project

ActionRequired

New or Updated Contact