Capsule CRM + CloudKii

Capsule CRM + CloudKii integrations

Create CloudKii app licenses for new or updated Capsule CRM opportunities

Efficiently manage your Capsule CRM opportunities and CloudKii app licenses with this seamless workflow. When a new or updated opportunity arises in Capsule CRM, an app license is created in CloudKii. This integration helps you stay organized and streamlines the process of generating app licenses for your clients.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create App LicenseCreate an App License using person's email and your CloudKi API Key
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Capsule CRM and CloudKii

Discover other triggers and actions you can use with Capsule CRM and CloudKii

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- 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

- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write
- SubPartnerEmail
  Required
Action
Write
- User email
  Required
- CloudKii App
  Required
Action
Write
- User Full Name
  Required
- Email
  Required
- User Phone Number
  Required
- Business Name
  Required
- City
  Required
- Street Address
  Required
- ZIP
  Required
Action
Write
- LicenseEmail
  Required
- CloudKii App
  Required
Action
Write
- SubPartnerEmail
  Required
- Licenses
  Required
Action
Write

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- LicenseEmail
  Required
- CloudKii App
  Required
Action
Write
- SubPartnerEmail
  Required
- Licenses
  Required
Action
Write
- Target App
  Required
- User Full Name
  Required
- User Email
  Required
- User Phone Number
- Account Snapshot/Framework (if applicable)
Action
Write
- SubPartnerEmail
  Required
- Sub-Partner Name
  Required
- Licenses
  Required
Action
Write
- SubPartnerEmail
  Required
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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Streak

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About CloudKii

CloudKii empowers you to take control over your extension business.

HelpHelp

Related categories

Marketing Automation

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier