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 OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create RequestCreates a new request, probably with input from previous steps.
ActionWrite

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More things you can do with Capsule CRM and Design Pickle

Discover other triggers and actions you can use with Capsule CRM and Design Pickle

- 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
Requests Ready for Review
Triggers when a new version of a request is ready for review.
Trigger
Polling
Try It
- Item_id
- Name
  Required
- Request_type_id
  Required
- Sizes
  Required
- Directions
  Required
- What file type do you need?
  Required
- Copy
- Files
- Brand_id
Action
Write
- ID
- Status
- Item ID
Action
Search

- 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
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
- Request
  Required
- Directions
  Required
- 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.

Learn moreLearn moreHelpHelp

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About Design Pickle

Design Pickle is a comprehensive design solution combining global talent, AI tools, and a platform to power your creative journey.

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Images & Design