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Capsule CRM + Infinity

Capsule CRM + Infinity

Create new Infinity items for updated opportunities in Capsule CRM

Stay organized and efficient when managing new or updated opportunities in Capsule CRM with this workflow. Whenever a new or updated opportunity is detected in your Capsule CRM account, a new item will be created in the Infinity app, ensuring that your team stays on top of important deals and tasks. With this seamless automation, you can focus on what truly matters - growing your business and closing deals.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create a New ItemCreates a new item in a specific workspace, board and folder.
ActionWrite

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More things you can do with Capsule CRM and Infinity

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

- 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
- Board
  Required
- Folder
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Board
  Required
- Folder
- Attributes
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Polling
Try It
- Workspace
  Required
- Board
  Required
- Folder
- Item to create the comment on
  Required
- Comment text
  Required
Action
Write
- Workspace to create an item in
  Required
- Board to create an item in
  Required
- Parent Folder
- Folder Name
  Required
Action
Write
- Workspace
  Required
- Name
Action
Search
- Workspace
  Required
- Board
  Required
- Folder
  Required
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
- Workspace
  Required
Trigger
Polling
Try It
- Workspace
  Required
- Board
  Required
Trigger
Polling
Try It
- Workspace
  Required
- Board
  Required
- Folder
Trigger
Instant
Try It
- Workspace
  Required
- File
  Required
Action
Write
- Workspace to create an item in
  Required
- Board to create an item in
  Required
- Folder to create an item in
  Required
Action
Write
- Workspace to update an item in
  Required
- Board to update an item in
  Required
- Folder to update an item in
  Required
- Item to update
  Required
Action
Write
- Workspace
  Required
- Board
  Required
- Name
Action
Search
- Workspace
  Required
- Name
  Required
Action
Search

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 Infinity

Infinity is a flexible project management platform that lets you organize anything, your way.

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Project Management

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Create Infinity items for new or updated Capsule CRM contacts

Related Zap Templates

Create Infinity items for new or updated Capsule CRM contacts