Capsule CRM + Chekkit

Create new Chekkit customers from new or updated Capsule CRM contacts

Keep your Capsule CRM contacts and Chekkit customers in sync with this efficient workflow. Whenever a contact is added or updated in Capsule CRM, this automation will create a new customer in Chekkit, ensuring your data is always up-to-date between both platforms. Spend less time manually transferring contacts and focus on growing your business.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create a New Customer
Create a new customer (and optional message) in Chekkit.
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write

- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write
New Review Invitation Sent
Triggers when a new review invitation is sent.
Trigger
Polling
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- Full NameRequired
- Mobile Phone
- Email
- text
Action
Write
- Customer NameRequired
- Mobile Phone Number
- Email Address
- MessageRequired
- Employee
Action
Write

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
Try It
- Entity TypeRequired
- Activity Type
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
New Inbound Text Message
Triggers when you a receive a new SMS message to your Chekkit account.
Trigger
Polling
Try It
New Textchat Message
Triggers when a new message is sent through your textchat widget.
Trigger
Polling
Try It
- MessageRequired
Action
Write
- Customer NameRequired
- Mobile Phone
- Email
Action
Write

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 more