Billage + Capsule CRM

Billage + Capsule CRM integrations

Create contacts in Billage for new or updated opportunities in Capsule CRM

Stay organized and efficiently manage your sales process by connecting Capsule CRM and Billage. With this workflow, whenever a new or updated opportunity is detected in Capsule CRM, a corresponding contact will be created in Billage. This ensures seamless collaboration between your CRM and project management systems, saving time and reducing manual data entry.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create ContactCreates a new contact in an account.
ActionWrite

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More things you can do with Capsule CRM and Billage

Discover other triggers and actions you can use with Capsule CRM and Billage

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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

- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write
- Reason
  Required
- Description
- Date
- Activity Type
  Required
- Account
  Required
- Lead
- Assigned user
- Completed
Action
Write
- Name
  Required
- Description
- Assigned user
- Funnel
  Required
- Phase
  Required
- Account
  Required
Action
Write

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- Alias
  Required
- Business Name
  Required
- Email
- Vat
- Phone
- Address
- City
- Zip_code
- Province
- Country
- Notes
- Account Type
  Required
Action
Write
- Name
  Required
- Surname
  Required
- Role in the enterprise
- Email
- Phone
- Account
  Required
Action
Write

About Billage

Billage is the management software for SMEs and freelancers that unifies billing, CRM and task and project management.

HelpHelp

Related categories

Sales & CRM

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Create Billage contacts from new or updated Capsule CRM contacts

Related Zap Templates

Create Billage contacts from new or updated Capsule CRM contacts