Capsule CRM Integrations
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ActionRequired
Fire the trigger when this action is performed on a Project.
Try ItActionRequired
Fire the trigger when this action is performed on a Contact.
Try ItContactRequired
NameRequired
Board
If you select a custom value, please make sure that you use a Board's numerical ID rather than its name.
Description
Expected Close Date
Track
Opportunity
Owner
Optionally choose the user who owns this opportunity. Defaults to the current user.
Tags
Choose an existing tag or use a custom value to create a new one.
Status
Default status is Open.
Entity TypeRequired
ActionRequired
Fire the trigger when this action is performed on an Opportunity.
Try ItActionRequired
Fire the trigger when this action is performed on a Task.
Try ItEntity TypeRequired
NoteRequired
ContactRequired
PipelineRequired
NameRequired
Description
Expected Close Date
Actual Close Date
Value
Currency
The currency of the value. If value is set, this is required.
Duration Basis
Owner
Optionally choose the user who owns this opportunity. Defaults to the current user.
Track
Tags
Choose an existing tag or use a custom value to create a new one.
Related categories
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