Capsule CRM + JobAdder

Create JobAdder companies from new or updated Capsule CRM opportunities

Keep track of your sales pipeline efficiently by connecting Capsule CRM and JobAdder with this seamless workflow. Whenever a new or updated opportunity arises in Capsule CRM, a company will be generated in JobAdder, ensuring your records stay current and your team stays informed. Boost your productivity and streamline your sales process with this smooth integration.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Company
Creates a new Company Record.
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
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
Action
Write

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
Job Ad Expired
Triggers when a job ad has expired on a job board. Will trigger multiple times if posted on multiple job boards
Trigger
Instant
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- When to Trigger
Trigger
Instant
Try It
- When to Trigger
Trigger
Instant
Try It
- Interviews Created By
Trigger
Instant
Try It
- When to Trigger
Trigger
Instant
Try It
- Select entity removed from folderRequired
- Select folderRequired
- ID for specific sample data
Trigger
Instant
Try It
- Candidate IDRequired
- Document TypeRequired
- FilenameRequired
- FileRequired
Action
Write
- Company IDRequired
- Note TypeRequired
- Note TextRequired
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Salutation
- Mobile
- Phone
- Date of Birth
- Emergency Contact
- Emergency Phone
- Unsubscribed
- Candidate Source
- Candidate Status
- Candidate Internal Rating
- Recruiter/s
- Street Line 1
- Street Line 2
- City
- State
- Postcode
- Country Code (Alpha-2)
- LinkedIn
- Facebook
- Twitter
- Employer
- Position
- Work Type
- Salary Rate Per
- Salary Rate
- Position
- Work Type
- Salary Rate Per
- Minimum Salary Rate
- Maximum Salary Rate
- Immediately?
- Relative Unit
- Relative Period
- From Date
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Phone
- Mobile
- Unsubscribed
- Salutation
- Status
- Company
- Position
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Write
- Job Order IDRequired
- Note TypeRequired
- Note TextRequired
Action
Write
- Application IDRequired
- Application StatusRequired
- Note Text
Action
Write
- Candidate IDRequired
- Categories
- Sub Categories
- Skills
Action
Write
- Contact IDRequired
- First Name
- Last Name
- Email
- Phone
- Mobile
- Unsubscribed
- Salutation
- Contact Status
- Company
- Position
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Write
- Candidate ID
- Email
- Find Full Name
- Find Mobile
Action
Search
- Contact ID
- Email
- Find Full Name
- Find Company ID
Action
Search
- Placement ID
- Candidate Full Name
- Candidate ID
- Company Full Name
- Company ID
- Placement Approved?
- Placement Type
Action
Search
- Candidate IDRequired
Action
Search
- Company IDRequired
Action
Search
- Job Order IDRequired
Action
Search
- Candidate ID
- EmailRequired
- Find Full Name
- Find Mobile
- First NameRequired
- Last NameRequired
- Salutation
- Mobile
- Phone
- Date of Birth
- Emergency Contact
- Emergency Phone
- Unsubscribed
- Candidate Source
- Candidate Status
- Candidate Internal Rating
- Recruiter/s
- Street Line 1
- Street Line 2
- City
- State
- Postcode
- Country Code (Alpha-2)
- LinkedIn
- Facebook
- Twitter
- Employer
- Position
- Work Type
- Salary Rate Per
- Salary Rate
- Position
- Work Type
- Salary Rate Per
- Minimum Salary Rate
- Maximum Salary Rate
- Immediately?
- Relative Unit
- Relative Period
- From Date
Action
Search or write
- Contact ID
- EmailRequired
- Find Full Name
- Find Company ID
- First NameRequired
- Last NameRequired
- Phone
- Mobile
- Unsubscribed
- Salutation
- Status
- Company
- Position
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Search or 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
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
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
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- Select entity added to folderRequired
- Select folderRequired
- ID for specific sample data
Trigger
Instant
Try It
New Retained Invoice Sent
Triggers when a retained invoice is sent
Trigger
Instant
Try It
- When to TriggerRequired
Trigger
Instant
Try It
- When to Trigger
Trigger
Instant
Try It
New Job Ad Posted
Triggers when a new job ad is posted on a job board. Will trigger multiple times if posted on multiple job boards
Trigger
Instant
Try It
- When to Trigger
Trigger
Instant
Try It
- Application IDRequired
- Note TypeRequired
- Note TextRequired
Action
Write
- Candidate IDRequired
- Note TypeRequired
- Note TextRequired
Action
Write
- Contact IDRequired
- Note TypeRequired
- Note TextRequired
Action
Write
- Company NameRequired
- Status
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Write
- Job TitleRequired
- Job Description
- Work TypeRequired
- Number of Jobs
- Job OwnerRequired
- Status
- Location
- Company
- Recruiter/s
- Amount
- Type
Action
Write
- Placement IDRequired
- Note TypeRequired
- Note TextRequired
Action
Write
- Candidate IDRequired
- First Name
- Last Name
- Email
- Salutation
- Mobile
- Phone
- Date of Birth
- Emergency Contact
- Emergency Phone
- Unsubscribed
- Candidate Status
- Candidate Internal Rating
- Seeking?
- Recruiter/s
- Street Line 1
- Street Line 2
- City
- State
- Postal Code
- Country Code (Alpha-2)
- LinkedIn
- Facebook
- Twitter
- Employer
- Positon
- Work Type
- Salary Rate Per
- Salary Rate
- Position
- Work Type
- Salary Rate Per
- Minimum Salary Rate
- Maximum Salary Rate
- Immediately?
- Relative Unit
- Relative Period
- From Date
Action
Write
- Company IDRequired
- Company Name
- Summary
- Company Status
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Write
- Application ID
- Candidate ID
- Job ID
- Job Ad ID
- Active Applications Only?
Action
Search
- Company ID
- Company Name
Action
Search
- Job Order ID
- Job Title
- Owner ID
- Company Name
- Company ID
Action
Search
- Application IDRequired
Action
Search
- Candidate IDRequired
- DocumentRequired
Action
Search
- Contact IDRequired
Action
Search
- Placement IDRequired
Action
Search
- Company ID
- Company NameRequired
- Status
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Search or write
- Job Order ID
- Job TitleRequired
- Job OwnerRequired
- Company Name
- Company
- Job Description
- Work TypeRequired
- Number of Jobs
- Status
- Location
- Recruiter/s
- Amount
- Type
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 more Help

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About JobAdder

JobAdder is the ATS and CRM recruiters love to use. Increase your productivity, growth and ROI by improving your user adoption rate.

Learn more Help

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Capsule CRM + JobAdder

Create JobAdder companies from new or updated Capsule CRM opportunities

New or Updated Project

New or Updated Contact

ActionRequired

Create Project

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Add Tag to Entity

Entity TypeRequired

Create Contact

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Update Contact

Find Milestone

PipelineRequired

NameRequired

Find Contact

Search usingRequired

Find or Create Project

Search usingRequired

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Find or Create Contact

Search usingRequired

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

Job Ad Expired

Applications - New or Status Changed

When to Trigger

Companies - New or Status Changed

When to Trigger

New Interview Scheduled

Interviews Created By

Job Orders - New or Status Changed

When to Trigger

Entity Removed From Folder