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

- ActionRequired
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- ActionRequired
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Instant
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- 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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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

- 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
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- When to Trigger
Trigger
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- When to Trigger
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New Interview / Meeting Event Scheduled
Triggers when you have scheduled an event.
Trigger
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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
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- When to Trigger
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Instant
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- 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
- Job Source
- Status
- Location
- Company
- Recruiter/s
- Amount
- Type
Action
Write
- TitleRequired
- Start AtRequired
- End AtRequired
- All Day
- Priority
- Assignee/sRequired
- Primary Record TypeRequired
- Primary Record IDRequired
- Associated Applications
- Associated Candidates
- Associated Companies
- Associated Contacts
- Associated Jobs
- Associated Placements
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
- Candidate Summary
- 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
- 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
- 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
- Job Source
- Status
- Location
- Recruiter/s
- Amount
- Type
Action
Search or write

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- Entity TypeRequired
- Activity Type
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
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
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- Select entity added to folderRequired
- Select folderRequired
- ID for specific sample data
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New Retained Invoice Sent
Triggers when a retained invoice is sent
Trigger
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- When to TriggerRequired
Trigger
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- When to Trigger
Trigger
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- Interviews Created By
Trigger
Instant
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- When to Trigger
Trigger
Instant
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- Select entity removed from folderRequired
- Select folderRequired
- ID for specific sample data
Trigger
Instant
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- 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
- Candidate Summary
- 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
- TitleRequired
- CompanyRequired
- Work Type
- StageRequired
- Value
- Estimated Close
- Job Owner(s)Required
- Additional Information
Action
Write
- Job Order IDRequired
- Note TypeRequired
- Note TextRequired
Action
Write
- Application IDRequired
- Application StatusRequired
- Note Text
Action
Write
- Candidate IDRequired
- Attachment IDRequired
- Document Type
- Document Category
- Expiry Date
Action
Write
- Company IDRequired
- Company Name
- Summary
- Company Status
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Write
- Opportunity IDRequired
- Title
- Company
- Work Type
- Stage
- Value
- Estimated Close
- Job Owner(s)
- Additional Information
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
- Candidate Summary
- 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

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

Related categories

CRM (Customer Relationship Management)

Similar apps

About JobAdder

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Related Zap Templates

Create JobAdder candidates from new or updated Capsule CRM contacts

Related Zap Templates

Create JobAdder candidates from new or updated Capsule CRM contacts

Capsule CRM + JobAdder

Create JobAdder companies from new or updated Capsule CRM opportunities

New or Updated Project

New or Updated Contact

Create Project

Add Tag to Entity

Create Contact

API Request (Beta)

Update Opportunity

Find Milestone

Find Contact

Find or Create Project

Find or Create Contact

Job Ad Expired

Applications - New or Status Changed

Companies - New or Status Changed

New Interview / Meeting Event Scheduled

New Job Ad Posted

Placements - New or Status Changed

Add Application Note

Add Candidate Note

Add Contact Note

Create Company

Create Job Order

Create User Task

Add Placement Note

Update Candidate

Update Candidate Skills

Update Contact

Find Application

Find Company

Find Job Order

Get Application by ID

Get Candidate Document - Cover Letter or Resume

Get Contact by ID

Get Placement by ID

Find or Create a Company Record.

Find or Create a Job Order Record

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Create Opportunity

Create Task

Update Contact

Find Project

Find Opportunity

Find Stage

Find or Create Opportunity

Entity Added to Folder

New Retained Invoice Sent

Candidates - New or Status Changed

Contacts - New or Status Changed

New Interview Scheduled

Job Orders - New or Status Changed

Entity Removed From Folder

Attach a Candidate Document

Add Company Note

Create Candidate

Create Contact

Create Opportunity

Add Job Order Note

Update Application Status

Update Candidate Document Details

Update Company

Update Opportunity

Find Candidate

Find Contact

Find Placement

Get Candidate by ID

Get Company by ID

Get Job Order by ID

Find or Create a Candidate Record

Find or Create Contact a Contact Record

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Interfaces

About JobAdder