awork + Capsule CRM Integrations

How to connect awork + Capsule CRM

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Supported triggers and actions

What does this mean?

New Task
Triggers when a new task is created. The trigger only fires for tasks with a project assigned, not for private tasks.
Trigger
Instant
New Time Entry
Triggers when a new time entry is created.
Trigger
Instant
Updated Time Entry
Triggers when a time entry is updated.
Trigger
Instant
Create Client
Creates a new client.
Action
Write
Create Project
Creates a new project.
Action
Write
Create Project Task
Creates a new project task.
Action
Write
Search Projects
Finds a project by name
Action
Search
Search Users by Email
Finds a user by email
Action
Search
Capsule CRM
Triggers when a given action is performed on a Case.
Instant
Trigger
Capsule CRM
Triggers when a given action is performed on an Opportunity.
Instant
Trigger
Capsule CRM
Triggers when a given action is performed on a Contact.
Instant
Trigger
Capsule CRM
Triggers when a given action is performed on a Task.
Instant
Trigger
Capsule CRM
Creates a new Case.
Scheduled
Action
Capsule CRM
Adds a Note to an Entity.
Scheduled
Action
Capsule CRM
Adds a Tag to an Entity.
Scheduled
Action
Capsule CRM
Creates a new Opportunity.
Scheduled
Action
Capsule CRM
Creates a new Person / Organisation.
Scheduled
Action
Capsule CRM
Creates a new Task.
Scheduled
Action
Capsule CRM
Finds a Case.
Scheduled
Action
Capsule CRM
Finds a Milestone.
Scheduled
Action
Capsule CRM
Finds a Opportunity.
Scheduled
Action
Capsule CRM
Finds a Contact.
Scheduled
Action
Capsule CRM
Find a Case, or Create if one does not exist.
Scheduled
Action
Capsule CRM
Find a Opportunity, or Create if one does not exist.
Scheduled
Action
Capsule CRM
Find a Contact, or Create if one does not exist.
Scheduled
Action

How awork + Capsule CRM Integrations Work

Step 1: Authenticate awork and Capsule CRM.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect awork + Capsule CRM

About awork

Intelligent projects, tasks and time tracking for your project business.

Related categories

Team Collaboration

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