Capsule CRM + Knowify

Capsule CRM + Knowify integrations

Create Knowify clients from new or updated Capsule CRM opportunities

Keep your CRM and project management in sync with this efficient workflow. When a new or updated opportunity arises in Capsule CRM, this automation creates a client in Knowify, ensuring your team stays up to date with all potential business opportunities. Save time and maintain accurate records across both platforms with this seamless connection.

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

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More things you can do with Capsule CRM and Knowify

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

- 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 Allocation
Triggers when a new allocation has been added.
Trigger
Polling
Try It
New Bill Payment
Triggers when a new bill payment is added.
Trigger
Polling
Try It
Change Order Made Active
Triggers when a change order has been made active.
Trigger
Polling
Try It
Contract Job Made Active
Triggers when a contract job has been made active.
Trigger
Polling
Try It
Contract Out for Signature
Triggers when a contract job has been sent out for signature.
Trigger
Polling
Try It
New Invoice Payment
Triggers when a new invoice payment is added.
Trigger
Polling
Try It
Item Marked Received
Triggers when an item is marked received, returning the request with the specified item marked as received
Trigger
Polling
Try It
Phase Scheduled
Triggers when a phase has been scheduled
Trigger
Polling
Try It
New Product
Triggers when a new trigger has been added.
Trigger
Polling
Try It
Job Closed
Triggers when a contract job has been closed
Trigger
Polling
Try It
Job Reopened
Triggers when a contract job has been reopened
Trigger
Polling
Try It
Updated Purchase
Triggers when a purchase has been updated.
Trigger
Polling
Try It
New Task
Triggers when a new task has been added.
Trigger
Polling
Try It
New Service Job
Triggers when a new service job has been added.
Trigger
Polling
Try It
Time Entry Approved
Triggers when a time entry has been approved
Trigger
Polling
Try It
- Job Name
  Required
- Client Name
  Required
- Address
  Required
- City
  Required
- State/Province
  Required
- Zipcode
  Required
- Country (2-letter abbreviation)
  Required
- Contract Value
- Line Item Name
- Phase Name
- Invoiced to Date
- Labor Cost to Date
- Material Cost to Date
- Sub Cost to Date
- Payments to Date
- Labor Budget
- Material Budget
- Sub Budget
- Sales Lead
- Project Manager
- Job notes
- Sync to QB
Action
Write
- Client Name
  Required
- Client Contact Name
- Email Address
- Phone Number
- Client Parent Id
- Street Address
- Street Address (Continued)
- City Name
- State/Province
- Zip Code
- Country Name
- Shipping Same as Billing
- Shipping Street Address
- Shipping Street Address (Cont'd)
- Shipping City Name
- Shipping Contact Name
- Shipping Country Name
- Shipping State/Province Name
- Shipping Zip Code
- Website
- Sync to QB
Action
Write
- Job Name
  Required
- Job Costing Style
- Contract Type
  Required
- Client Name
  Required
- Sales Lead
- Project Manager
- Job notes
- Address1
- Address2
- City
- State/Province
- Zip
- Country (2 characters)
- Sync to QB
Action
Write
- Service Asset Name
  Required
- Client Name
  Required
- Service Asset Notes
- Manufacturer
- Model
- Serial Number
- Location on Site
- Address
  Required
- Address 2
- City
  Required
- State/Province (2-letter abbreviation)
  Required
- Zipcode
  Required
- Country (2-letter abbreviation)
  Required
- Installation Date (MM-DD-YYYY)
- Last Serviced Date (MM-DD-YYYY)
Action
Write
- Job Name
  Required
- Client Name
  Required
- Service Notes
- Address
  Required
- Address 2
- City
  Required
- State/Province (2-letter abbreviation)
  Required
- Zipcode
  Required
- Country (2-letter abbreviation)
  Required
- Is Time & Materials?
  Required
- Resource
- Date (MM-DD-YYYY)
- Time Zone
- Start Time
- End Time
Action
Write
- Id
  Required
- Name
  Required
- Business State
  Required
- Start Date
- Finish Date
- Work Order
Action
Write
- Task
  Required
- Description
  Required
- Comment
- Task Complete?
- Deadline
- Date Completed
- Resource(s)
- Job
- Phase
Action
Write
- Client Id
  Required
Action
Search
- Name
  Required
Action
Search
- Project Id
  Required
Action
Search
- Description
  Required
Action
Search
- User Id
  Required
Action
Search

- 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 AIA Invoice
Triggers when a new AIA invoice has been added.
Trigger
Polling
Try It
New Bill
Triggers when a new bill has been added.
Trigger
Polling
Try It
Bill Sent for Approval
Triggers when a bill is sent for approval.
Trigger
Polling
Try It
New Client
Triggers when a new client has been added.
Trigger
Polling
Try It
Contract Job Marked as Rejected
Triggers when a contract job has been marked as rejected.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice has been added.
Trigger
Polling
Try It
Updated Invoice
Triggers when an invoice has been updated.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is added.
Trigger
Polling
Try It
Phase Status Changed
Triggers when a phase status is changed
Trigger
Polling
Try It
New Contract Job
Triggers when a new contract job has been added.
Trigger
Polling
Try It
Job Custom Workflow Stage Updated
Triggers when a contract job's custom workflow stage has been updated.
Trigger
Polling
Try It
New Purchase
Triggers when a new purchase has been added.
Trigger
Polling
Try It
Submittal Approved
Triggers when a submittal has been approved.
Trigger
Polling
Try It
Task Marked Complete
Triggers when a task has been marked complete
Trigger
Polling
Try It
Service Job Marked Complete
Triggers when a service job has been marked complete.
Trigger
Polling
Try It
New Vendor
Triggers when a new vendor has been added.
Trigger
Polling
Try It
- Vendor ID
  Required
- Due Date
  Required
- Invoice Date
- Invoice Number
- Payment Terms
- Sync to QB
- Comments
- Description
  Required
- Unit Price
  Required
- Quantity
  Required
- Project ID
  Required
- Milestone ID
  Required
- Catalog Item ID
- Vendor ID
Action
Write
- Product
  Required
- Item Name
  Required
- Description
- Our Cost
  Required
- Sale Price
  Required
- Item Number
Action
Write
- FileName
  Required
- Url
  Required
- Project Id
  Required
Action
Write
- Description
  Required
- Comment
- Task Complete?
- Deadline
- Date Completed
- Resource(s)
- Job
- Phase
Action
Write
- Vendor Name
  Required
- Street Address
- Street Address (Continued)
- City Name
- Client Contact Name
- Country Name
- Email Address
- Phone Number
- State/Province
- Is this vendor a subcontractor?
- Other Details
- Zip Code
Action
Write
- Product
  Required
- Item Name
  Required
- Description
- Our Cost
  Required
- Sale Price
  Required
- Item Number
Action
Write
- Client Name
  Required
Action
Search
- Phase Name
  Required
- Project Name
Action
Search
- Job Name
  Required
Action
Search
- Description
  Required
Action
Search
- Name
  Required
Action
Search
- Vendor Id
  Required
Action
Search

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 Knowify

Knowify is a job costing and project management platform for contractors.

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Project Management

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