Capsule CRM + GoodDay.work

Capsule CRM + GoodDay.work integrations

Create tasks in GoodDay.work for new or updated opportunities in Capsule CRM

Stay on top of your Capsule CRM opportunities with this efficient workflow. Whenever there's a new or updated opportunity in Capsule CRM, a task will be created in GoodDay.work to streamline your project management process. Save time and stay organized with this seamless automation between your CRM and project management tools.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create TaskCreates a task in a selected folder
ActionWrite

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More things you can do with Capsule CRM and GoodDay.work

Discover other triggers and actions you can use with Capsule CRM and GoodDay.work

- 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
- Workspace
  Required
- Project
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Project
- Folder name
  Required
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
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Project
  Required
- Task
  Required
- Message
Action
Write
- Workspace
  Required
- Project
  Required
- Assignee
- Title
  Required
- Description
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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CRM (Customer Relationship Management)

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About GoodDay.work

GoodDay is a modern work management platform that brings together the best tools for high-level planning, project and product management, task organization and productivity growth based on transparency, agility, and motivation.

HelpHelp

Related categories

Project Management

Related Zap Templates

Organize Capsule CRM opportunities by creating folders in GoodDay.work for new or updated ones

Related Zap Templates

Organize Capsule CRM opportunities by creating folders in GoodDay.work for new or updated ones