Booqable + Capsule CRM

Booqable + Capsule CRM integrations

Create Booqable customers from new or updated Capsule CRM opportunities

Streamline your sales and rental processes by connecting Capsule CRM and Booqable with this efficient workflow. When a new or updated opportunity arises in Capsule CRM, a customer will be created in Booqable, ensuring your lead nurturing and customer onboarding processes are timely and accurate across both platforms. This automation helps you manage data effortlessly, enhancing productivity and organization.

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

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More things you can do with Capsule CRM and Booqable

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

- 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
New Customer
Triggers when a new customer is added.
Trigger
Instant
Try It
Reserved Order
Triggers when an order is reserved.
Trigger
Instant
Try It
Stopped Order
Triggers when an order is stopped.
Trigger
Instant
Try It
- Name
  Required
- Email
- Phone
- Discount percentage
Action
Write
- ID
  Required
- Name
  Required
- Email
- Phone
- Discount percentage
Action
Write
- Customer name or email
  Required
Action
Search

- 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
Completed Payment
Triggers when a payment is completed.
Trigger
Instant
Try It
Finalize Invoice
Triggers when an invoice is finalized.
Trigger
Instant
Try It
Started Order
Triggers when an order is started.
Trigger
Instant
Try It
Updated Order
Triggers when an order is updated.
Trigger
Instant
Try It
- ID
  Required
Action
Write
- Customer ID
  Required
Action
Search
- Order ID
  Required
Action
Search

About Booqable

Booqable is cloud-based rental software to manage your business and accept online bookings.

Learn moreLearn moreHelpHelp

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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 Booqable customers from new or updated Capsule CRM contacts

Related Zap Templates

Create Booqable customers from new or updated Capsule CRM contacts