Capsule CRM + Hnry

Capsule CRM + Hnry integrations

Create Hnry clients from new or updated Capsule CRM contacts

Effortlessly manage your clients between Capsule CRM and Hnry with this seamless workflow. Whenever a new or updated contact occurs in Capsule CRM, a client is created in Hnry. This way, your client information stays up-to-date, and you can focus on delivering exceptional service instead of manual data entry.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create ClientCreates a new client.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Capsule CRM and Hnry

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

- 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
- Name
  Required
- Contact Name
- Tax Deduction Percentage
- Email
- Address
Action
Write
- Client
  Required
- Invoice Date
- Due Date
- Period Start Date
- Period End Date
- Purchase Order or Reference Number
- Description
- Quantity
- Price
Action
Write
- Search By
  Required
Action
Search
- Search By
  Required
- Client
  Required
- Invoice Date
- Due Date
- Period Start Date
- Period End Date
- Purchase Order or Reference Number
- Description
- Quantity
- Price
Action
Search or 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
- Invoice
  Required
- Description
- Quantity
- Price
Action
Write
- Expense Type
  Required
- Receipt File/Image
Action
Write
- Name
  Required
Action
Search
- Name
  Required
- Contact Name
- Tax Deduction Percentage
- Email
- Address
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

Related categories

CRM (Customer Relationship Management)

Similar apps

Streak

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Hnry

Hnry is a service for contractors, freelancers, sole traders, and self-employed individuals that takes away all the hassle of tax and compliance as well as providing you with the necessary tools to manage any additional financial admin.

Learn moreLearn moreHelpHelp

Related categories

Accounting