Capsule CRM + JobAdder

Capsule CRM + JobAdder integrations

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 OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create CompanyCreates a new Company Record.
ActionWrite

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More things you can do with Capsule CRM and JobAdder

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

- 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
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
Try It
- When to Trigger
Trigger
Instant
Try It
- When to Trigger
Trigger
Instant
Try It
New Interview / Meeting Event Scheduled
Triggers when you have scheduled an event.
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
- Select entity removed from folder
  Required
- Select folder
  Required
- ID for specific sample data
Trigger
Instant
Try It
- Folder ID
  Required
- Operator
  Required
- Entity
  Required
- Entity ID
  Required
Action
Write
- Candidate ID
  Required
- Document Type
  Required
- Filename
  Required
- File
  Required
Action
Write
- Company ID
  Required
- Note Type
  Required
- Note Text
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- 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 Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
- Mobile
- Unsubscribed
- Salutation
- Status
- Company
- Position
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Write
- Title
  Required
- Company
  Required
- Work Type
- Stage
  Required
- Value
- Estimated Close
- Job Owner(s)
  Required
- Additional Information
Action
Write
- Job Order ID
  Required
- Note Type
  Required
- Note Text
  Required
Action
Write
- Application ID
  Required
- Application Status
  Required
- Note Text
Action
Write
- Candidate ID
  Required
- Attachment ID
  Required
- Document Type
- Document Category
- Expiry Date
Action
Write
- Company ID
  Required
- Company Name
- Summary
- Company Status
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Write
- Contact ID
  Required
- First Name
- Last Name
- Email
- Phone
- Mobile
- Unsubscribed
- Salutation
- Contact Status
- Company
- Position
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Write
- Opportunity ID
  Required
- Title
- Company
- Work Type
- Stage
- Value
- Estimated Close
- Job Owner(s)
- Additional Information
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 ID
  Required
Action
Search
- Candidate ID
  Required
- Document
  Required
Action
Search
- Contact ID
  Required
Action
Search
- Placement ID
  Required
Action
Search
- Company ID
- Company Name
  Required
- Status
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Search or write
- Job Order ID
- Job Title
  Required
- Job Owner
  Required
- Company Name
- Company
- Job Description
- Work Type
  Required
- Number of Jobs
- Job Source
- Status
- Location
- Recruiter/s
- Amount
- Type
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
- Select entity added to folder
  Required
- Select folder
  Required
- 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 Trigger
  Required
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
- When to Trigger
  Required
Trigger
Instant
Try It
- Job ID
  Required
- Candidate ID
  Required
- Source
Action
Write
- Application ID
  Required
- Note Type
  Required
- Note Text
  Required
Action
Write
- Candidate ID
  Required
- Note Type
  Required
- Note Text
  Required
Action
Write
- Contact ID
  Required
- Note Type
  Required
- Note Text
  Required
Action
Write
- Company Name
  Required
- Status
- Owner
- LinkedIn
- Facebook
- Twitter
Action
Write
- Job Title
  Required
- Job Description
- Work Type
  Required
- Number of Jobs
- Job Owner
  Required
- Job Source
- Status
- Location
- Company
- Recruiter/s
- Amount
- Type
Action
Write
- Title
  Required
- Start At
  Required
- End At
  Required
- All Day
- Priority
- Assignee/s
  Required
- Primary Record Type
  Required
- Primary Record ID
  Required
- Associated Applications
- Associated Candidates
- Associated Companies
- Associated Contacts
- Associated Jobs
- Associated Placements
Action
Write
- Placement ID
  Required
- Note Type
  Required
- Note Text
  Required
Action
Write
- Candidate ID
  Required
- 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 ID
  Required
- Categories
- Sub Categories
- Skills
Action
Write
- Company ID
  Required
- Attachment ID
  Required
- Document Type
- Document Category
- Expiry Date
Action
Write
- Contact ID
  Required
- Categories
- Sub Categories
- Skills
Action
Write
- Placement ID
  Required
- Job Title
  Required
- Contact ID
- Summary
- Placement Status
- Payment Type
- Start Date
- End Date
- Award
- Industry Code
- Fee Split
- Salary Base
- Superannuation
- Salary Total
- Fee
- Rate Per
- Hours Per Week
- Days Per Week
- Client Rate
- Candidate Rate
- On Costs Type
- On Costs
- Net Margin
- Billing Contact ID
- Billing Address ID
- Billing Email
- Order Reference
- Invoice Reference
- Terms
- Due Date
- Recruiter User IDs
- Recruiter Fee Splits
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 ID
  Required
Action
Search
- Company ID
  Required
Action
Search
- Job Order ID
  Required
Action
Search
- Candidate ID
- Email
  Required
- Find Full Name
- Find Mobile
- First Name
  Required
- Last Name
  Required
- 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
- Email
  Required
- Find Full Name
- Find Company ID
- First Name
  Required
- Last Name
  Required
- 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 moreLearn moreHelpHelp

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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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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