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
- A new task is created in Capsule CRM
- Zapier creates a new task in Deputy
What You Need
- Capsule CRM account
- Deputy account
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Triggers when a given action is performed on a Contact.
Creates a new Case.
Triggers when a given action is performed on an Opportunity.
Creates a new Person / Organisation.
Triggers when a given action is performed on a Case.
Creates a new Opportunity.
Triggers when there is a new employee created.
Creates a new company
Triggers when there is a new schedule
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.