Capsule CRM + Jibble

Capsule CRM + Jibble integrations

Create new Jibble projects from new or updated opportunities in Capsule CRM

Ensure your business projects are promptly set up in Jibble each time there's a new or updated opportunity in Capsule CRM. With this workflow, opportunities in Capsule CRM are instantly transformed into Jibble projects, streamlining your project setup process. Experience an efficient method of managing your business funnel without the need for manual intervention.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create ProjectCreates a Project.
ActionWrite

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More things you can do with Capsule CRM and Jibble

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

- 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
New Activity
Triggers when a new activity is created.
Trigger
Polling
Try It
New Clock-In
Triggers when someone clocks-in.
Trigger
Polling
Try It
New Location
Triggers when a new location is created.
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
New or Update Client
Triggers when a new client is created or updated.
Trigger
Polling
Try It
New or Update Manual Time Entry
Triggered when manual time entry is added for member
Trigger
Polling
Try It
New or Update Person
Triggers when a new member is added or updated.
Trigger
Polling
Try It
New or Update Activity
Triggers when an activity is created or updated.
Trigger
Polling
Try It
- Person
  Required
- Activity
- Project
- Note
Action
Write
- Name
  Required
- Description
- Code
- Color
Action
Write
- Name
  Required
- Schedule
Action
Write
- Person Id
  Required
- Date
  Required
- Hours
  Required
- Minutes
  Required
- Activity Id
- Project Id
- Note
Action
Write
- Name
  Required
- Code
- Description
- Client
- Location
Action
Write
- Activity
  Required
- Archive Activity
Action
Write
- Group
  Required
- Name
- Schedule
Action
Write
- Project ID
  Required
- Archive Project
Action
Write
- Client Name
  Required
Action
Search
- Group Id
  Required
Action
Search
- Location Id
  Required
Action
Search
- Person Id
  Required
Action
Search
- Start Date
  Required
- End Date
  Required
Action
Search
- Name
  Required
- Description
- Code
- Color
Action
Search or write
- Name
  Required
- Schedule
Action
Search or write
- Name
  Required
- Address
  Required
- GeoFence radius
- GeoFence radius units
- Coordinates latitude
- Coordinates longitude
Action
Search or write
- Email
  Required
- Full Name
  Required
- Phone Number
- Group
- Schedule
- Code
Action
Search or write
- Name
  Required
- Code
- Description
- Client
- Location
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
New Clock-Out
Triggers when someone clocks-out.
Trigger
Polling
Try It
New Client
Triggers when a new client is created.
Trigger
Polling
Try It
New Group
Triggers when a new group is created.
Trigger
Polling
Try It
New Person
Triggers when a new member is added.
Trigger
Polling
Try It
New TimeEntry Record
Triggers when someone clocks-in, clocks-out or go on break.
Trigger
Polling
Try It
New or Update Group
Triggers when a new group is created or updated.
Trigger
Polling
Try It
New or Update Location
Triggers when a new location is created or updated.
Trigger
Polling
Try It
Go on Break
Triggers when someone is on break.
Trigger
Polling
Try It
New or Update Project
Triggers when a project is created or updated.
Trigger
Polling
Try It
- Person
  Required
- Note for Clock out
Action
Write
- Name
  Required
- Code
Action
Write
- Name
  Required
- Address
  Required
- GeoFence radius
- GeoFence radius units
- Coordinates latitude
- Coordinates longitude
Action
Write
- Full Name
  Required
- Email
- Phone Number
- Group
- Schedule
- Code
Action
Write
- New Member Email
  Required
- New Member Full Name
  Required
- code
Action
Write
- Client
  Required
- Name
- Code
Action
Write
- Location
  Required
- Name
- Address
- GeoFence radius
- GeoFence units
- Coordinates latitude
- Coordinates longitude
Action
Write
- Activity Name
  Required
Action
Search
- Group Name
  Required
Action
Search
- Location Name
  Required
Action
Search
- Person email
  Required
Action
Search
- Project Name
  Required
Action
Search
- Period
  Required
- Start Date
  Required
- Person
Action
Search
- Name
  Required
- Code
Action
Search or write
- Group Id
  Required
- Name
  Required
- Schedule
Action
Search or write
- Location Id
  Required
- Name
  Required
- Address
  Required
- GeoFence radius
- GeoFence radius units
- Coordinates latitude
- Coordinates longitude
Action
Search or write
- Person Id
  Required
- Full Name
  Required
- Email
- Phone Number
- Group
- Schedule
- Code
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

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About Jibble

Jibble is a free time & attendance software built to help businesses track time, manage payroll, monitor projects, and boost productivity - all in one platform.

Learn moreLearn moreHelpHelp

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Related Zap Templates

Create new Jibble clients from new or updated Capsule CRM contacts

Clock in on Jibble for new or updated contacts in Capsule CRM

Create projects in Jibble for new or updated contacts in Capsule CRM