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  • Capsule CRM logoCapsule CRM logo

awork + Capsule CRM Integrations

How to connect awork + Capsule CRM

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  • awork triggers, actions, and search
    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
  • awork triggers, actions, and search
    New Time Entry
    Triggers when a new time entry is created.
    Trigger
    Instant
  • awork triggers, actions, and search
    Updated Time Entry
    Triggers when a time entry is updated.
    Trigger
    Instant
  • awork triggers, actions, and search
    Create Client
    Creates a new client.
    Action
    Write
  • awork triggers, actions, and search
    Create Project
    Creates a new project.
    Action
    Write
  • awork triggers, actions, and search
    Create Project Task
    Creates a new project task.
    Action
    Write
  • awork triggers, actions, and search
    Search Projects
    Finds a project by name
    Action
    Search
  • awork triggers, actions, and 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

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

About awork

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

Related categories

capsulecrm logo
capsulecrm logo

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

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