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Capsule CRM + Chatwork

Create tasks in Chatwork for new or updated Capsule CRM contacts

Keep your team informed about new or updated contacts in your Capsule CRM by creating tasks in Chatwork with this seamless workflow. Whenever a contact is added or updated in Capsule CRM, a task will be created in Chatwork, ensuring that everyone stays up-to-date on important client information. Stay organized and efficient with this easy-to-use automation.

Keep your team informed about new or updated contacts in your Capsule CRM by creating tasks in Chatwork with this seamless workflow. Whenever a contact is added or updated in Capsule CRM, a task will be created in Chatwork, ensuring that everyone stays up-to-date on important client information. Stay organized and efficient with this easy-to-use automation.

  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!
    ChatworkChatwork
    Create Task

    Adds a new task in a specific group chat.

    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

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
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

Related categories

  • CRM (Customer Relationship Management)

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chatwork logo
chatwork logo

About Chatwork

Keep your team focused and working together with Chatwork's team chat, tasks, video chats, and more in one place.

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