How to connect awork + Capsule CRM
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- New TaskTriggers when a new task is created. The trigger only fires for tasks with a project assigned, not for private tasks.Trigger
- New Time EntryTriggers when a new time entry is created.Trigger
- Updated Time EntryTriggers when a time entry is updated.Trigger
- Create ClientCreates a new client.Action
- Create ProjectCreates a new project.Action
- Create Project TaskCreates a new project task.Action
- Search ProjectsFinds a project by nameAction
- Search Users by EmailFinds a user by emailAction
- 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.
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