Loading

Capsule CRM + Inventory Shield

Create locations in Inventory Shield for new or updated contacts in Capsule CRM

Effortlessly manage your Capsule CRM contacts and Inventory Shield locations with this seamless workflow. When a new or updated contact is added in Capsule CRM, a corresponding location will be created in Inventory Shield, keeping your records up-to-date and organized. Streamline your processes and save time with this handy CRM and inventory automation.

Effortlessly manage your Capsule CRM contacts and Inventory Shield locations with this seamless workflow. When a new or updated contact is added in Capsule CRM, a corresponding location will be created in Inventory Shield, keeping your records up-to-date and organized. Streamline your processes and save time with this handy CRM and inventory automation.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    Inventory ShieldInventory Shield
    Create Location

    Creates a new location in Inventory Shield

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Highrise integrationsHighrise integrations

Highrise

CRM (Customer Relationship Management)
Streak integrationsStreak integrations

Streak

CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations

Insightly

CRM (Customer Relationship Management)
inventory-shield logo
inventory-shield logo

About Inventory Shield

Inventory Shield is an app that helps you keep track of your businesses equipment, even if it is spread out across many locations.

Related categories