Capsule CRM
Create tasks for new or updated Capsule CRM contacts
Stay on top of your contacts and tasks in Capsule CRM with this efficient workflow. Whenever a new or updated contact is added to Capsule CRM, this automation will create a task in Capsule CRM, ensuring you keep track of important tasks related to each contact. Spend less time managing tasks and more time nurturing relationships.
Stay on top of your contacts and tasks in Capsule CRM with this efficient workflow. Whenever a new or updated contact is added to Capsule CRM, this automation will create a task in Capsule CRM, ensuring you keep track of important tasks related to each contact. Spend less time managing tasks and more time nurturing relationships.
- When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Create Task
Creates a new Task.
ActionWriteCreate a new record or update an existing record in your app.
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ContactRequired
NameRequired
Board
Description
Expected Close Date
Track
Opportunity
Owner
Tags
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Entity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
About
Email Address
Street Address
City
State
Zip Code
Country
Phone Number
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PipelineRequired
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch usingRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch usingRequired
ContactRequired
NameRequired
Board
Description
Expected Close Date
Track
Opportunity
Owner
Tags
Status
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch usingRequired
TypeRequired
About
Email Address
Street Address
City
State
Zip Code
Country
Phone Number
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Entity TypeRequired
Activity Type
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
PipelineRequired
NameRequired
Description
Expected Close Date
Actual Close Date
Currency
Duration Basis
Owner
Track
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DescriptionRequired
Due DateRequired
Detail
Category
Owner
Entity Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Contact
Update an existing Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search usingRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch usingRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch usingRequired
ContactRequired
PipelineRequired
NameRequired
Description
Expected Close Date
Actual Close Date
Currency
Duration Basis
Owner
Track
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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.
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