Capsule CRM
This Zap template has not been reviewed by Zapier staff.

Monitor the performance of your business and make sure your tasks are completed with this Capsule CRM to Deputy automation. Set it up, and each time a new task is created in Capsule CRM, Zapier will create a task in Deputy. You'll make sure tasks get completed when you move them out of your CRM and into your team's task list in Deputy.

How It Works

  1. A new task is created in Capsule CRM
  2. Zapier creates a new task in Deputy

What You Need

  • Capsule CRM account
  • Deputy account
Beta
Deputy is a newer integration on Zapier that's still in beta.

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Capsule CRM + Deputy and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New or Updated Contact

Triggers when a given action is performed on a Contact.

Create Case

Creates a new Case.

New or Updated Opportunity

Triggers when a given action is performed on an Opportunity.

Create Contact

Creates a new Person / Organisation.

New or Updated Case

Triggers when a given action is performed on a Case.

Create Opportunity

Creates a new Opportunity.

New Employee

Triggers when there is a new employee created.

Create a Company

Creates a new company

New Schedule

Triggers when there is a new schedule

Create Sales Data

Creates a new sales data. Ideally this is an invoice or a transaction at it's most granular level. We overlay this data for schedule charting and other reporting.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

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.

Deputy is an all-in-one employee scheduling, timesheets, tasking and communication platform. Used by thousands of businesses around the world it will improve profitability, staff culture and operational accountability.

See Deputy Integrations