Capsule CRM + Grist

Capsule CRM + Grist integrations

Manage new or updated Capsule CRM opportunities by creating or updating records in Grist

Keep your Capsule CRM opportunities and Grist records in sync with this seamless workflow. Whenever a new or updated opportunity arises in Capsule CRM, this automation will create or update a corresponding record in Grist. This helps you manage your sales pipeline more efficiently, ensuring that your data remains organized and up-to-date 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 RecordCreates a new Record in a Table, or Updates an existing matching Record
ActionWrite

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More things you can do with Capsule CRM and Grist

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

- 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
- Team
  Required
- Document
  Required
- Table
  Required
- Readiness column
Trigger
Instant
Try It
- Team
  Required
- Document
  Required
- Table
  Required
- Readiness column
Trigger
Instant
Try It
- Team
  Required
- Document
  Required
- Table
  Required
Action
Write
- Team
  Required
- Document
  Required
- Table
  Required
- Column
  Required
- Value
Action
Search

- 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
- Team
  Required
- Document
  Required
- Table
  Required
Trigger
Polling
Try It
- Team
  Required
- Document
  Required
- Table
  Required
- Date
Trigger
Polling
Try It
- Team
  Required
- Document
  Required
- Table
  Required
- Destination fields to match on
  Required
Action
Write
- Team
  Required
- Document
  Required
- Table
  Required
- Record
  Required
Action
Write
- Team
  Required
- Document
  Required
- Table
  Required
- Column
  Required
- Value
Action
Search or 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.

Learn moreLearn moreHelpHelp

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About Grist

Grist combines the flexibility of a spreadsheet with the robustness of a database to organize your data, your way.

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Create or update Grist records from new or updated Capsule CRM contacts

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Create or update Grist records from new or updated Capsule CRM contacts