Capsule CRM + Fattura24

Create or update Fattura24 contacts from new or updated Capsule CRM opportunities

Efficiently manage your Capsule CRM opportunities and Fattura24 contacts with this seamless workflow. Whenever a new or updated opportunity arises in Capsule CRM, it will create or update a contact in Fattura24, ensuring your contact lists remain organized and up-to-date. This automation saves valuable time and keeps your customer information accurate and consistent across both platforms.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create or Update Contact
Creates a contact in your address book, or updates an existing contact.
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
- Website
- Tags
Action
Write

- 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
- Website
- Tags
Action
Search or write
- Document TypeRequired
- Vat Chargeability
- Document Date
- Codice Destinatario
- Indirizzo PEC
- Send EmailRequired
- Amounts FormatRequired
- Total AmountRequired
- Total Vat Amount
- Object
- Foot Notes
- Pdf Template
- Invoice Number format
- Order id
- Currency
- FE Virtual Stamp
- Additional Data (JSON)
- Customer NameRequired
- Customer Address
- Customer City
- Customer Province
- Customer Postcode
- Customer Country
- Customer Fiscal Code
- Customer Vat Number
- Customer Email
- Customer Telephone Number
- Delivery Name
- Delivery Address
- Delivery Postcode
- Delivery City
- Delivery Province
- Delivery Country
- Product ID
- Product NameRequired
- Product Quantity
- Product PriceRequired
- Product Discount Percent
- Product Vat Value
- Product Vat Description
- Product Vat Nature
- Product Price Includes TaxesRequired
- Product Vat TypeRequired
- Product Pdc
- Shipping Method Description
- Shipping Amount
- Shipping Discount Amount
- Shipping Vat Value
- Shipping Vat Description
- Shipping Vat Nature
- Shipping Amount Includes Taxes
- Shipping Vat Type
- Paid
- Payment Date
- Payment Method Options
- Payment Method Name
- Payment Method Description
Action
Write

- 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
- Name
- Email
- Contact Type
- Pec Address
- Destination Code
- Fiscal Code
- Vat Code
- Address
- Postcode
- City
- Province
- Country
- Smartphone Number
- Telephone number
- Website
- Bank Name
- Contact IBAN number
- Reference
Action
Write
- Payment Method Name
- Payment Method Description
- Total Without TaxRequired
- Vat AmountRequired
- TotalRequired
- Foot Notes
- PriceRequired
- Vat CodeRequired
- Vat DescriptionRequired
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

Related categories

CRM (Customer Relationship Management)

Similar apps

About Fattura24

Fattura24 is an application available for web and mobile that helps entrepreneurs send invoices, track expenses, manage their clients and do many other things.

Learn more

Related categories

Accounting

Capsule CRM + Fattura24

Create or update Fattura24 contacts from new or updated Capsule CRM opportunities

Supported triggers and actions

New or Updated Project

New or Updated Contact

Create Project

Add Tag to Entity

Create Contact

API Request (Beta)

Update Opportunity

Find Milestone

Find Contact

Find or Create Project

Find or Create Contact

Create Document

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Create Opportunity

Create Task

Update Contact

Find Project

Find Opportunity

Find Stage

Find or Create Opportunity

Create or Update Contact

Create New Fee

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Forms

About Fattura24

Related categories