Capsule CRM + Google Sheets

Import projects from Google Sheets into Capsule CRM

While you can't import cases directly into Capsule, with this Zap you can setup a Google Sheet with rows of cases and use it to create cases in your Capsule account. Just turn on this Zap, then add the new cases to your spreadsheet or paste them in from an existing spreadsheet, and Zapier will add the data as new cases in your Capsule account.

When this happens...
New Spreadsheet Row
Triggered when a new row is added to the bottom of a spreadsheet.
TriggerInstant
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Create Project
Creates a new Project.
ActionWrite

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Supported triggers and actions

What does this mean?

New Spreadsheet Row (Team Drive)
Triggered when a new row is added to the bottom of a spreadsheet - works best with Team Drives.
Trigger
Scheduled
New Spreadsheet Row
Triggered when a new row is added to the bottom of a spreadsheet.
Trigger
Instant
New Spreadsheet
Triggered when you create a new spreadsheet.
Trigger
Scheduled
New or Updated Spreadsheet Row (Team Drive)
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
Trigger
Scheduled
New or Updated Spreadsheet Row
Triggered when a new row is added or modified in a spreadsheet.
Trigger
Instant

New Worksheet
Triggered when you create a new worksheet in a spreadsheet.
Trigger
Scheduled
Create Spreadsheet Column
Create a new column in a specific spreadsheet.
Action
Write

Create Spreadsheet Row
Create a new row in a specific spreadsheet.
Action
Write

Google Sheets
Create one or more new rows in a specific spreadsheet (with line item support).
Scheduled
Action
Google Sheets
Create a new worksheet by copying an existing worksheet.
Scheduled
Action
Google Sheets
Create a blank spreadsheet or duplicate an existing spreadsheet. Optionally, provide headers.
Scheduled
Action
Google Sheets
Create a blank worksheet with a title. Optionally, provide headers.
Scheduled
Action
Google Sheets
Deletes the content of a row in a specific spreadsheet. Deleted rows will appear as blank rows in your spreadsheet. Please use with caution.
Scheduled
Action
Google Sheets
Update a row in a specific spreadsheet.
Scheduled
Action
Google Sheets
Finds many matched rows (10 max.) by a column and value.
Scheduled
Action
Google Sheets
Returns many rows (20 max.) as a single JSON value and flat rows (line items).
Scheduled
Action
Google Sheets
Finds a row by a column and value. Returns the entire row if one is found.
Scheduled
Action
Google Sheets
Finds or creates a specific lookup row.
Scheduled
Action
Capsule CRM
Triggers when a given action is performed on a Project.
Instant
Trigger
Capsule CRM
Triggers when a given action is performed on an Opportunity.
Instant
Trigger
Capsule CRM
Triggers when a given action is performed on a Contact.
Instant
Trigger
Capsule CRM
Triggers when a given action is performed on a Task.
Instant
Trigger
Capsule CRM
Creates a new Project.
Scheduled
Action
Capsule CRM
Adds a Note to an Entity.
Scheduled
Action
Capsule CRM
Adds a Tag to an Entity.
Scheduled
Action
Capsule CRM
Creates a new Opportunity.
Scheduled
Action
Capsule CRM
Creates a new Person / Organisation.
Scheduled
Action
Capsule CRM
Creates a new Task.
Scheduled
Action
Capsule CRM
Finds a Project.
Scheduled
Action
Capsule CRM
Finds a Milestone.
Scheduled
Action
Capsule CRM
Finds a Opportunity.
Scheduled
Action
Capsule CRM
Finds a Contact.
Scheduled
Action
Capsule CRM
Find a Project, or Create if one does not exist.
Scheduled
Action
Capsule CRM
Find a Opportunity, or Create if one does not exist.
Scheduled
Action
Capsule CRM
Find a Contact, or Create if one does not exist.
Scheduled
Action

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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