Capsule CRM + Contractor+

Capsule CRM + Contractor+ integrations

Create leads in Contractor+ from new or updated Capsule CRM contacts

Stay on top of your leads by seamlessly connecting Capsule CRM to Contractor+. This workflow is designed to create a new lead in Contractor+ when a contact is added or updated in Capsule CRM. With this automation, you'll never miss an opportunity to engage with potential clients and grow your business.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create LeadCreates a new lead.
ActionWrite

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More things you can do with Capsule CRM and Contractor+

Discover other triggers and actions you can use with Capsule CRM and Contractor+

- 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
Create Client
Creates a new client.
Trigger
Instant
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Countries
Triggers when countries are requested.
Trigger
Polling
Try It
Expense Categories
Triggers when expense categories are requested.
Trigger
Polling
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Get Leads
Triggers when leads are requested.
Trigger
Polling
Try It
Create Invoice
Creates a new invoice and formats it for Excel sheet export.
Trigger
Instant
Try It
Create Lead
Creates a new lead and formats it for Excel sheet export.
Trigger
Instant
Try It
Lead Statuses
Triggers when lead statuses are requested.
Trigger
Polling
Try It
- Country
Trigger
Polling
Try It
Create Work Order
Creates a new work order and formats it for Excel sheet export.
Trigger
Instant
Try It
- Title
  Required
- Client
  Required
- Property
  Required
- Property Street 1
  Required
- Property Street 2
- Property City
  Required
- Property Zip
  Required
- State
  Required
- State Id
  Required
- Country
  Required
- Billing ID
- Billing Street 1
- Billing Street 2
- Billing City
  Required
- Billing State Id
  Required
- State
  Required
- Billing Zip
  Required
- Billing Country
  Required
- Estimate Date
  Required
- Estimate Doesn't Expire?
- Expiration Date
- Pass Processing Fee To Client?
- Send Overdue Reminder?
- Number of Line Items
- Discount Type
  Required
- Discount Mode
  Required
- Discount (%)
- Discount Total ($)
- My Signature
- Client Signature
- Term Contract
- Client Note
- Admin Note
- Request Deposit Percent
- Request Deposit Type
- Request Deposit Total
- Request Deposit Date
- Show Payment Deposit in Contract
Action
Write
- Title
  Required
- Client
  Required
- Property
  Required
- Property Street 1
  Required
- Property Street 2
- Property City
  Required
- Property Zip
  Required
- State
  Required
- State Id
  Required
- Country
  Required
- Billing ID
- Billing Street 1
- Billing Street 2
- Billing City
  Required
- Billing State Id
  Required
- State
  Required
- Billing Zip
  Required
- Billing Country
  Required
- Invoice Date
  Required
- Payment Due Date
  Required
- Pass Processing Fee To Client?
- Send Overdue Reminder?
- PO Number
  Required
- Number of Line Items
- Discount Type
  Required
- Discount Percentage Type
  Required
- Discount
- Discount Total
- My Signature
- Client Signature
- Term Contract
- Client Note
- Admin Note
- Show Payment Deposit in Contract
- Request Deposit Type
- Request Deposit Percent
- Request Deposit Total
- Request Deposit Date
Action
Write
- Client ID
  Required
- Property Tenant Name
- Property Tenant Email
- Property Tenant Phone
- Property Tenant Phone Code
- Country
- State ID
- State
- City
  Required
- Street 1
  Required
- Street 2
- Zip Code
  Required
- Lockbox Code
- Gate Code
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
- State
Trigger
Polling
Try It
Client List
Triggers when client list is requested.
Trigger
Polling
Try It
Create Estimate
Creates a new estimate and formats it for Excel sheet export.
Trigger
Instant
Try It
Create Expense
Creates a new expense and formats it for Excel sheet export.
Trigger
Instant
Try It
Get All Payment Modes
Triggers when Payment Modes are requested.
Trigger
Polling
Try It
Invoice List
Triggers when invoices are requested.
Trigger
Polling
Try It
Lead Sources List
Triggers when lead sources are requested.
Trigger
Polling
Try It
Staff List
Triggers when staff list is requested.
Trigger
Polling
Try It
- Task_type
Trigger
Polling
Try It
- Salutation
- First Name
  Required
- Last Name
- Client Type
  Required
- Lead
- Is Client Tax Exempt
- Tax Exemption Number
- Billing Address Street
- Billing Address Street 2
- Billing Country
- Billing Country Name
- Billing Address State ID
- Billing Address State
- Billing Address City
- Billing Address Zip Code
- Property Address Same as Billing Address
- Property Tenant Phone
- Property Tenant Phone Code
- Property Tenant Name
- Property Tenant Email
- Gate Code
- Lockbox Code
- Phone Code
- Phone Number
- Phone Type
- Phone is Primary
- Email Address
- Email Type
- Email is Primary
Action
Write
- Expense Title
  Required
- Expense For
  Required
- Expense Description
- Payment Method
- Reference #
- Expense Category ID
  Required
- Reimburse To
- Amount
  Required
- Total Expense Amount
- Expense Date
  Required
- Property Street 1
- Property Street 2
- Property Country
- Property State
- Property City
- Property Zip
- Is Tax Included
- Taxes
Action
Write
- Lead Type
- Salutation
- First Name
  Required
- Last Name
- Description
- Lead Status
- Source
- Address
- Address 2
- Country
- State
- City
- Zip
- Staff
- ISD Code
- Phone Type
- Phone Number
- Is Primary Phone Number
- Email Address
- Email Type
- Is Primary Email Address
Action
Write
- Work Order Title
  Required
- Work Order Date
  Required
- Client ID
  Required
- Property ID
  Required
- Property Street 1
  Required
- Property Street 2
- Property City
  Required
- State
  Required
- State Id
  Required
- Country
  Required
- Property Zip
  Required
- Client Note
- Admin Note
- Terms & Conditions
- Schedule Date
- Show Delegate Work Order
- Delegate To
- Schedule Type
- Is Any Time
- Number of Line Items
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.

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About Contractor+

Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.

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Scheduling & Booking