Capsule CRM + Fattura24

Capsule CRM + Fattura24 integrations

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 OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create or Update ContactCreates a contact in your address book, or updates an existing contact.
ActionWrite

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More things you can do with Capsule CRM and Fattura24

Discover other triggers and actions you can use with Capsule CRM and Fattura24

- 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
- Document Type
  Required
- Vat Chargeability
- Document Date
- Codice Destinatario
- Indirizzo PEC
- Send Email
  Required
- Amounts Format
  Required
- Total Amount
  Required
- Total Vat Amount
- Object
- Foot Notes
- Pdf Template
- Invoice Number format
- Order id
- Currency
- FE Virtual Stamp
- Additional Data (JSON)
- Customer Name
  Required
- 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 Name
  Required
- Product Quantity
- Product Price
  Required
- Product Discount Percent
- Product Vat Value
- Product Vat Description
- Product Vat Nature
- Product Price Includes Taxes
  Required
- Product Vat Type
  Required
- 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

- 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
- 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 Tax
  Required
- Vat Amount
  Required
- Total
  Required
- Foot Notes
- Price
  Required
- Vat Code
  Required
- Vat Description
  Required
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.

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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 moreLearn moreHelpHelp

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Accounting