Capsule CRM + Groove

Capsule CRM + Groove integrations

Create Groove tickets for new or updated Capsule CRM opportunities

Stay informed about new or updated opportunities in Capsule CRM with this seamless automation. When there's a change in an opportunity, this workflow creates a new ticket in Groove, keeping you up-to-date and ready to address potential opportunities. Save time and maintain effective communication between your CRM and customer support teams with this efficient integration.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create New TicketStarts a new ticket for your customer.
ActionWrite

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More things you can do with Capsule CRM and Groove

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

- 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
Agent Replied
Triggers when an agent replies to a ticket.
Trigger
Instant
Try It
Customer Replied
Triggers when a customer replies to a ticket.
Trigger
Instant
Try It
- Assignee
- Assigned Group
- Priority
- Mailbox
Trigger
Instant
Try It
Ticket Deleted
Triggers when a ticket is deleted.
Trigger
Instant
Try It
- Priority
- Assignee
- Assigned Group
- Customer Name
- Mailbox
Trigger
Instant
Try It
- Priority
- Assignee
- Assigned Group
- Customer Name
- Mailbox
Trigger
Instant
Try It
- Assignee
- Assigned Group
- Customer Name
- Tag
- Mailbox
Trigger
Instant
Try It
- Ticket Number
  Required
- Agent
  Required
Action
Write
- Body
  Required
- From
  Required
- To
  Required
- Assignee
- Assigned Group
- Add as Note?
- Send Copy to Customer?
- State
- Tags
- Full Name
- About
- Twitter Handle
- Company Name
- Title
- Phone Number
- Location
- Website URL
- LinkedIn Username
- Subject
Action
Write
- Ticket Number
  Required
- State
  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
Agent Invited
Triggers when an agent is created.
Trigger
Instant
Try It
- Linkedin Username
- Twitter Username
- Company Name
- Email
- Website
Trigger
Instant
Try It
Note Added
Triggers when a note is added to a ticket.
Trigger
Instant
Try It
- Priority
- Assignee
- Assigned Group
- Closed By
- Customer Name
- Mailbox
Trigger
Instant
Try It
- Priority
- Assignee
- Assigned Group
- Customer Name
- Mailbox
Trigger
Instant
Try It
- Priority
- Assignee
- Assigned Group
- Customer Name
- Mailbox
Trigger
Instant
Try It
- State
- Assignee
- Assigned Group
- Customer Name
- Priority
- Closed By
- Mailbox
Trigger
Instant
Try It
- Ticket Number
  Required
- Message
  Required
Action
Write
- Ticket Number
  Required
Action
Write
- Ticket Number
  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.

Learn moreLearn moreHelpHelp

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About Groove

The simple helpdesk for SaaS and eCommerce businesses.

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