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Capsule CRM + Invoice2go

Create Invoice2go clients from new or updated Capsule CRM contacts

Effortlessly maintain an up-to-date client database and streamline your invoicing process with this automation. When a new or updated contact is added in Capsule CRM, a client will be created in Invoice2go, ensuring accurate information and smooth billing. This allows you to focus on growing your business while efficiently managing your clients.

Effortlessly maintain an up-to-date client database and streamline your invoicing process with this automation. When a new or updated contact is added in Capsule CRM, a client will be created in Invoice2go, ensuring accurate information and smooth billing. This allows you to focus on growing your business while efficiently managing your clients.

  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!
    Invoice2goInvoice2go
    Create Client

    Create a client in Invoice2go

    ActionWrite
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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

    • 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)

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invoice2go logo
invoice2go logo

About Invoice2go

Invoice2go is the all-in-one tool that helps you run your small business. Manage customer relationships, send invoices, accept payments, improve cash flow, create an online presence, and much more.

Related categories