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Capsule CRM + Firmao

Create customers in Firmao for new or updated opportunities in Capsule CRM

Effortlessly manage your Capsule CRM opportunities and Firmao clients with this seamless workflow. Whenever a new or updated opportunity arises in Capsule CRM, a customer will be created in the Firmao app. This automation helps save time and ensures your client information stays up-to-date across both platforms.

Effortlessly manage your Capsule CRM opportunities and Firmao clients with this seamless workflow. Whenever a new or updated opportunity arises in Capsule CRM, a customer will be created in the Firmao app. This automation helps save time and ensures your client information stays up-to-date 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!
    FirmaoFirmao
    Create Company

    Creates a Company in Firmao.

    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

    • 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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firmao logo
firmao logo

About Firmao

CRM and ERP software for your business to manage customers and tasks.

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