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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.

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.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    Fattura24Fattura24
    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

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
    • 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
capsulecrm logo
capsulecrm logo

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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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fattura24 logo
fattura24 logo

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.

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