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Billit + Capsule CRM

Create Billit customers from new or updated Capsule CRM opportunities

Effortlessly manage your sales pipeline and customer billing with this Capsule CRM and Billit integration. When a new or updated opportunity arises in Capsule CRM, this workflow will create a customer in Billit, ensuring you never miss a beat. Save time and stay organized with this seamless customer creation automation.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create CustomerThis action will create a customer in Billit
ActionWrite

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More things you can do with Capsule CRM and Billit

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

- 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
- Customer Name
  Required
- Customer Street Name
  Required
- Customer address number
  Required
- Customer Box Number
- Customer Zipcode
  Required
- Customer City
  Required
- Customer Countrycode
- Customer IBAN
  Required
- Customer BIC
- Customer Mobile
- Customer Phone
- Customer Fax
- Customer Email
- Customer Website
- Customer Contact
- Customer VAT Number
- Party Type
- VAT Liable
- Unit Quantity
  Required
- Unit price excl
  Required
- Unit Description
  Required
- Total Excl
- Total VAT
- VAT Precentage
  Required
- Order Date
  Required
- Order Type
  Required
- Order Direction
  Required
- Paid
  Required
- Paid Date
- Currency
- Order Total Excl
- Order Total Incl
- Order Total VAT
- Expiry Date
  Required
- Invoice as Draft
  Required
- Custom Reference
- Custom Payment Reference
- Extra Unit Quantity #2
- Extra Unit Price Excl #2
- Extra Unit Description #2
- Extra VAT Percentage #2
- Extra Unit Quantity #3
- Extra Unit Price Excl #3
- Extra Unit Description #3
- Extra VAT Percentage #3
- ExtraTotalExcl #2
- Extra Total VAT #2
- ExtraTotalExcl #3
- Extra Total VAT #3
Action
Write
- Customer VAT
  Required
- Product ID
  Required
- Product Quantity
  Required
- Invoice Date
  Required
- Invoice Type
  Required
Action
Write
- Time Format
  Required
- Customer Type
- Project Name
  Required
- Customer Vat/Name
  Required
- Quantity
  Required
- Product
  Required
Action
Write
- Customer Name
- VAT Number
Action
Search
- Product Name
  Required
- Product Name
  Required
- ProductDescription
  Required
- Price Excl. VAT
- VAT Amount
  Required
- Groupname
- Amount Incl. VAT
  Required
- Stock Quantity
  Required
- Unit
  Required
- Minimum Billed Quantity
- Buy price Excl. VAT
Action
Search or 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
- VAT Number
- Name
- First name
- Last name
- Client IBAN
- Email
Action
Write
- Product Name
  Required
- ProductDescription
  Required
- Price Excl. VAT
- VAT Amount
  Required
- Groupname
- Amount Incl. VAT
  Required
- Stock Quantity
  Required
- Unit
  Required
- Minimum Billed Quantity
- Buy price Excl. VAT
Action
Write
- VAT Number
  Required
- First Name
- Last name
- Client IBAN
- Email
Action
Write
- Product ID
  Required
- Reference
  Required
- Description
  Required
- Amount Excl BTW
  Required
- VAT
  Required
- Unit
  Required
- Group Name
  Required
- Amount Incl BTW
  Required
- Stock Quantity
  Required
- Minimum Billed Quantity
  Required
- Buy Price Excl BTW
  Required
Action
Write
- Product Name
  Required
Action
Search

About Billit

Billit is an accounting app for entrepreneurs, with the support of the accountants.

HelpHelp

Related categories

Accounting

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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