Capsule CRM + Epos Now

Create Epos Now customers from new or updated Capsule CRM contacts

Keep your customer data up to date across your systems with this Capsule CRM and Epos Now automation. Whenever a new or updated contact is detected in Capsule CRM, this workflow will create a new customer in Epos Now, ensuring you always have the latest information at your fingertips. Streamline your processes and maintain accurate customer records, all in one go.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Add a New Customer
Adds a new customer.
ActionWrite

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Supported triggers and actions

What does this mean?

- 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
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
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
New Customer
Triggers when a customer is created.
Trigger
Instant
Try It
New Transaction
Triggers when a transaction is made.
Trigger
Scheduled
Try It
- Booking Item
- Start DateRequired
- Created Date and Time
- Duration
- Notes
Action
Write
- NameRequired
- Description
- Category
- Sale Price
- Eat Out Price
- Cost Price
- Barcode
- Tax Rate
- Eat Out Tax Rate
- Cost Price Tax Rate
- Sell On Till
- Sell On Web
Action
Write

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- Entity TypeRequired
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
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
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
New Booking
Triggers when a booking is created.
Trigger
Instant
Try It
New Customer Rating
Triggers when a customer gives you a new rating.
Trigger
Instant
Try It
New Product
Triggers when a product is created.
Trigger
Instant
Try It
- Title
- ForenameRequired
- Surname
- Business Name
- Date Of Birth
- Contact Number 1
- Contact Number 2
- Email Address
- Customer Type
- Notes
Action
Write
- Date and Time of TransactionRequired
- eposnow Transaction ClassRequired
- Transaction NameRequired
- Total Order ValueRequired
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 more Help

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About Epos Now

Grow and manage your business in the cloud with the Epos Now point-of-sale platform. Harness powerful reporting, inventory management and customer loyalty. Easy setup and ongoing support. Access from anywhere on any device.

Help

Related categories

Payment Processing

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PRODUCTS

CAPABILITIES

By team

Capsule CRM + Epos Now

Create Epos Now customers from new or updated Capsule CRM contacts

New or Updated Project

New or Updated Contact

ActionRequired

Create Project

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Add Tag to Entity

Entity TypeRequired

Create Contact

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Update Contact

Find Milestone

PipelineRequired

NameRequired

Find Contact

Search usingRequired

Find or Create Project

Search usingRequired

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Find or Create Contact

Search usingRequired

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

New Customer

New Transaction

Add a New Booking

Booking Item

Start DateRequired

Created Date and Time

Duration

Notes

Add a New Product

NameRequired