Capsule CRM + KEYZY

Capsule CRM + KEYZY integrations

Create trials in KEYZY from new or updated opportunities in Capsule CRM

Effortlessly manage your sales pipeline with this Capsule CRM and KEYZY automation. Whenever a new or updated opportunity arises in Capsule CRM, a trial will be created in KEYZY. This workflow streamlines your sales process, ensuring you can efficiently track opportunities and manage trials within your software licensing platform.

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

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More things you can do with Capsule CRM and KEYZY

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

- 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
- SKU Number
  Required
- Email
  Required
- Full Name
  Required
- Start Unix Timestamp
  Required
- End Unix Timestamp
  Required
- License Type
  Required
Action
Write
- Serial Number
  Required
- License Type
  Required
Action
Write
- Serial Number
  Required
- Current SKU Number
  Required
- New SKU Number
  Required
Action
Write
- Serial Number
  Required
- Start Unix Timestamp
  Required
- End Unix Timestamp
  Required
Action
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
- SKU_Number
  Required
- Email
  Required
- Full Name
  Required
- License Type
  Required
Action
Write
- SKU Number
  Required
- Email
  Required
- Full Name
  Required
- Start Unix Timestamp
- End Unix Timestamp
- License Type
  Required
Action
Write
- Serial Number
  Required
- License Type
  Required
Action
Write
- Serial Number
  Required
- Start Unix Timestamp
  Required
- End Unix Timestamp
  Required
Action
Write
- Old Version Serial Number
  Required
- New Version Serial Number
  Required
Action
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.

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About KEYZY

KEYZY is a software licensing service that monetize software

HelpHelp

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Related Zap Templates

Create trials in KEYZY for new or updated contacts in Capsule CRM

Related Zap Templates

Create trials in KEYZY for new or updated contacts in Capsule CRM