Capsule CRM + Doodle

Create tasks in Capsule CRM for new booked events in Doodle

Keep track of your Doodle events easily with this efficient workflow. Whenever a new event is booked in Doodle, a task is immediately set up in Capsule CRM. This automation ensures you always stay ahead of your schedule, allowing you to manage your commitments directly in your CRM. Stay organized and efficient without any extra effort.

When this happens...
Doodle Event Booked
Triggers when you or someone else books an event using Doodle.
TriggerInstant
automatically do this!
Create Task
Creates a new Task.
ActionWrite

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Supported triggers and actions

Booking Page Event Booked
When any booking page event gets booked
Trigger
Instant
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Doodle Event Booked
Triggers when you or someone else books an event using Doodle.
Trigger
Instant
Try It
1:1 Booked
When any 1:1 gets booked
Trigger
Instant
Try It
- Booking PageRequired
Trigger
Instant
Try It
- One to OneRequired
Trigger
Instant
Try It

- 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

Booking Page Event Updated
When any booking page event is updated (rescheduled)
Trigger
Instant
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Doodle Event Updated
Triggers when a booked event is updated (rescheduled).
Trigger
Instant
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1:1 Updated
When any 1:1 gets is updated (rescheduled)
Trigger
Instant
Try It
- Booking PageRequired
Trigger
Instant
Try It
- One to OneRequired
Trigger
Instant
Try It
- 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

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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