Capsule CRM

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When this happens...
then do this!
New or Updated Contact

Triggers when a given action is performed on a Contact.

Create Case

Creates a new Case.

New or Updated Opportunity

Triggers when a given action is performed on an Opportunity.

Create Contact

Creates a new Person / Organisation.

New or Updated Case

Triggers when a given action is performed on a Case.

Create Opportunity

Creates a new Opportunity.

Tag Added to Note

Triggers when a note is assigned a specified tag.

Create Task

Creates a new task.

New Chat

Triggers when a new chat message is created.

Create Note

Creates a new note.

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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.

Intellinote is a multi-platform (web, mobile, and tablet) application that helps businesses of all sizes capture, collaborate and complete work, quickly and easily.

See Intellinote Integrations