Capsule CRM + Livespace

Create deals in Livespace from new or updated opportunities in Capsule CRM

Effortlessly manage your sales pipeline by connecting Capsule CRM and Livespace. With this workflow, every time a new or updated opportunity is detected in Capsule CRM, a corresponding deal will be created in Livespace. This seamless integration allows you to keep your sales data up to date across both platforms, streamlining your sales process and ensuring you never miss an opportunity.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Deal
Creates a new deal.
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
New Person
Triggers when a new person is added.
Trigger
Scheduled
Try It
Change in Deal Stage
Triggers when deal stage is changed.
Trigger
Scheduled
Try It
- Task typeRequired
Trigger
Scheduled
Try It
- Company IDRequired
- NoteRequired
- Tags
Action
Write
- Deal IDRequired
- Cost IDRequired
- Discount percent
- Description
- Amount
- Price
- Currency
Action
Write
- Deal IDRequired
- Product IDRequired
- Discount percent
- Description
- Amount
- Price
- Currency
Action
Write
- Person IDRequired
- NoteRequired
- Tags
Action
Write
- Company
- Company nameRequired
- Tax ID
- Company emails
- Company phones
- Description
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Company additional fields
- Tags to add
- Visibility
- Tags to remove
Action
Write
- Person
- Person firstname and lastnameRequired
- Person emails
- Person phones
- Company name
- Description
- Position
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Person additional fields
- Company additional fields
- Tags to add
- Visibility
- Tags to remove
Action
Write
- Company name
- Company tax number
- Company email
- Company phone
- Company id
Action
Search
- Person first name
- Person last name
- Person emails
- Person phones
- Company name
- Contact id
Action
Search
- Deal nameRequired
- Status
- Deal id
- Company
- Person
- Closing date
- Sales process ID
- Description
- Source
- Owner user id
- File
- File description
- Deal additional fields
- Tags to add
- Visibility
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
New Company
Triggers when a new company is added.
Trigger
Scheduled
Try It
New Deal
Triggers when a new deal is added.
Trigger
Scheduled
Try It
Change in Deal Status
Triggers when deal status is changed.
Trigger
Scheduled
Try It
- Company nameRequired
- Tax ID
- Company emails
- Company phones
- Description
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Force adding new company
- Company additional fields
- Tags to add
- Visibility
Action
Write
- Deal nameRequired
- Company
- Person
- Closing date
- Sales process ID
- Description
- Source
- Owner user id
- File
- File description
- Deal additional fields
- Tags to add
- Visibility
Action
Write
- Deal IDRequired
- NoteRequired
- Tags
Action
Write
- Person firstname and lastnameRequired
- Person emails
- Person phones
- Company name
- Description
- Position
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Force adding new person
- Person additional fields
- Company additional fields
- Tags to add
- Visibility
Action
Write
- Task nameRequired
- Date from
- Date to
- Description
- Company
- Person
- Deal
- Responsible user ID
- Type ID
- Status ID
- Is done
- Is private
- Priority
- Additional fields
Action
Write
- DealRequired
- Deal nameRequired
- Company
- Person
- Closing date
- Sales process ID
- Description
- Source
- Owner user id
- File
- File description
- Deal additional fields
- Tags to add
- Visibility
- Tags to remove
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Deal name
- Status
- Deal id
Action
Search
- Company nameRequired
- Company tax number
- Company email
- Company phone
- Company id
- Tax ID
- Company emails
- Company phones
- Description
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Force adding new company
- Company additional fields
- Tags to add
- Visibility
Action
Search or write
- Person first name
- Person last name
- Person emails
- Person phones
- Company name
- Contact id
- Person firstname and lastnameRequired
- Person emails
- Person phones
- Description
- Position
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Force adding new person
- Person additional fields
- Company additional fields
- Tags to add
- Visibility
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 Livespace

Livespace is a sales CRM to help organise your teams,ensuring everyone knows the next step to winning their deals.

Learn more Help

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CRM (Customer Relationship Management)

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Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Capsule CRM + Livespace

Create deals in Livespace from new or updated opportunities in Capsule CRM

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

New Person

Change in Deal Stage

New Task

Task typeRequired

Add Company Note

Company IDRequired

NoteRequired

Tags

Add Deal Cost

Deal IDRequired