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Billage + Capsule CRM

Create Billage contacts from new or updated Capsule CRM contacts

Easily maintain up-to-date contact information across your CRM and project management tools with this Capsule CRM-Billage workflow. Whenever a new or updated contact is added in Capsule CRM, the automation creates a contact in Billage, ensuring all contact data remains accurate and current, without manual effort. Save time and enhance team collaboration by keeping essential contact information synchronized between your favorite business apps.

Easily maintain up-to-date contact information across your CRM and project management tools with this Capsule CRM-Billage workflow. Whenever a new or updated contact is added in Capsule CRM, the automation creates a contact in Billage, ensuring all contact data remains accurate and current, without manual effort. Save time and enhance team collaboration by keeping essential contact information synchronized between your favorite business apps.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    BillageBillage
    Create Contact

    Creates a new contact in an account.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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
    • 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

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
billage logo
billage logo

About Billage

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

Related categories

  • Sales & CRM
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 moreHelp

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