Update Capsule CRM opportunities when new CMap projects are updated
Once a job is live in CMap the details keep moving as the fee is revised or dates shift, and unless someone repeats each change in Capsule CRM the pipeline shows figures the delivery team stopped using weeks ago. This integration triggers automatically whenever a project is updated in CMap, retrieves the full project record, finds the linked opportunity in Capsule CRM using the Capsule opportunity ID stored against the project, and writes the latest name, value, close date and stage back to it. Your CRM reflects what is actually happening on the work without anyone maintaining the same detail in two systems, so sales and delivery forecast from the same numbers.
- When this happens...Project UpdateTriggers when a project is updated.
- automatically do this...Find Project by IDFinds a specific project by its ID.
- then do this...Find OpportunityFinds a Opportunity.
- then do this!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
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More things you can do with CMap Software and Capsule CRM
Discover other triggers and actions you can use with CMap Software and Capsule CRM
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Try ItTriggerInstant - New Lead
Triggers when a new lead is created.
Try ItTriggerInstant - New Project
Triggers when a new project is created.
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Triggers when a project is lost.
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- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - New Potential
Triggers when a new potential is created.
Try ItTriggerInstant - Project Close
Triggers when a project is closed.
Try ItTriggerInstant - Project Update
Triggers when a project is updated.
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Related Zap Templates
- Create CMap contacts for new Capsule CRM contacts
- Create CMap companies and update CMap contacts for new Capsule CRM organisations
- Create CMap projects for new Capsule CRM opportunities
- Update CMap contacts when Capsule CRM contacts are updated
- Update CMap companies when new Capsule CRM organisations are updated
- Update CMap projects when new Capsule CRM opportunities are updated
- Create Capsule CRM organisations for new CMap companies
- Create Capsule CRM contacts for new CMap contacts
- Create Capsule CRM opportunities for new CMap potentials (Consulting Edition)
- Create Capsule CRM opportunities for new CMap projects (AEC Edition)
- Update Capsule CRM organisations when new CMap companies are updated
- Update Capsule CRM contacts when CMap contacts are updated






