Capsule CRM + Clockify

Create Clockify projects for new or updated Capsule CRM opportunities

Effortlessly manage your Capsule CRM opportunities and Clockify projects with this seamless workflow. Whenever a new or updated opportunity appears in Capsule CRM, a corresponding project will be created in Clockify. This efficient process ensures your projects stay organized and up-to-date, saving you valuable time and resources.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Project
Creates a project on a specified workspace.
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
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
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
- Tags
Action
Search or write
- WorkspaceRequired
Trigger
Scheduled
Try It
- WorkspaceRequired
- ProjectRequired
Trigger
Scheduled
Try It
- WorkspaceRequired
Trigger
Scheduled
Try It
- WorkspaceRequired
- ProjectRequired
- Task nameRequired
- Status
Action
Write
- WorkspaceRequired
- Project nameRequired
- Client
- Is project public?
- Is project billable?
Action
Write
- WorkspaceRequired
- Start DateTimeRequired
- End DateTimeRequired
- Project
- Task
- Tags
- Description
- Billable
Action
Write
- WorkspaceRequired
Action
Write
- WorkspaceRequired
- Project NameRequired
Action
Search
- WorkspaceRequired
- Tag NameRequired
Action
Search
- WorkspaceRequired
- Description
- Time Entry Started After
- Time Entry Ended Before
- Project
- Task
- Tags
Action
Search
- WorkspaceRequired
- Project nameRequired
- Client
- Is project public?
- Is project billable?
Action
Search or write
- WorkspaceRequired
- Tag nameRequired
Action
Search or write
- WorkspaceRequired
- Description
- Start DateTimeRequired
- End DateTimeRequired
- Project
- Task
- Tags
- Billable
Action
Search or 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
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
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
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- WorkspaceRequired
Trigger
Scheduled
Try It
- WorkspaceRequired
Trigger
Scheduled
Try It
- WorkspaceRequired
- Project
- Task
- Tags
Trigger
Scheduled
Try It
New Workspace
Triggers when a new workspace is created.
Trigger
Scheduled
Try It
- WorkspaceRequired
- Client nameRequired
Action
Write
- WorkspaceRequired
- Tag nameRequired
Action
Write
- WorkspaceRequired
- Project
- Task
- Tags
- Description
- Is billable?
Action
Write
- WorkspaceRequired
- Client nameRequired
Action
Search
- WorkspaceRequired
Action
Search
- WorkspaceRequired
- ProjectRequired
- Task NameRequired
Action
Search
- WorkspaceRequired
- Client nameRequired
Action
Search or write
- WorkspaceRequired
- Project
- Task
- Tags
- Description
- Is billable?
Action
Search or write
- WorkspaceRequired
- ProjectRequired
- Task nameRequired
- Status
Action
Search or 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 Help

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About Clockify

Clockify is a completely free time tracking software for teams. It's a simple time tracker and timesheet app for tracking work hours on projects.

Learn more

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Capsule CRM + Clockify

Create Clockify projects for new or updated Capsule CRM opportunities

New or Updated Project

New or Updated Contact

ActionRequired

Create Project

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Add Tag to Entity

Entity TypeRequired

Create Contact

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

API Request (Beta)

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Update Contact

Find Milestone

PipelineRequired

NameRequired

Find Contact

Search usingRequired

Find or Create Project

Search usingRequired

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Find or Create Contact

Search usingRequired

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

New Project

WorkspaceRequired

New Task

WorkspaceRequired

ProjectRequired

New Timer Started

WorkspaceRequired

Create Task

WorkspaceRequired

ProjectRequired

Task nameRequired