Capsule CRM + Design Pickle

Create Design Pickle requests for new or updated Capsule CRM opportunities

Stay on top of your Capsule CRM opportunities and streamline your design process with this efficient automation. Whenever a new or updated opportunity arises in Capsule CRM, this workflow will instantly create a request in Design Pickle, ensuring your design team is always in the loop and working on the latest tasks. Save time, reduce manual work, and seamlessly integrate your CRM and design processes.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Request
Creates a new request, probably with input from previous steps.
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
Requests Ready for Review
Triggers when a new version of a request is ready for review.
Trigger
Polling
Try It
- Item Id
- NameRequired
- Request Type IdRequired
- SizesRequired
- DirectionsRequired
- What file type do you need?Required
- Copy
- Files
- Brand Id
Action
Write
- ID
- Status
- Item ID
Action
Search

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- Entity TypeRequired
- Activity Type
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
Requests Completed
Triggers when a request has been completed.
Trigger
Polling
Try It
Requests in Progress
List requets that are either In Progress, WIP - On Deck, Quality Review, For Review or Attention
Trigger
Polling
Try It
- RequestRequired
- DirectionsRequired
- Copy
- Sizes
- Files
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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