Capsule CRM + Magento 2.X

Capsule CRM + Magento 2.X integrations

Create contacts in Capsule CRM for new orders in Magento 2.X

Boost your business efficiency with this dynamic workflow. Whenever a new order is placed through your Magento 2.X platform, the customer details are effortlessly transferred into Capsule CRM. This seamless process not only saves valuable time but also ensures your CRM is always up-to-date, enhancing your customer management and engagement strategies. Improve your productivity and keep your contacts organized with this handy automation.

When this happens...
New OrderTriggers when a new order is created (with line item support).
TriggerPolling
automatically do this!
Create ContactCreates a new Person or Organisation.
ActionWrite

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More things you can do with Magento 2.X and Capsule CRM

Discover other triggers and actions you can use with Magento 2.X and Capsule CRM

New Product
Triggers when a new product is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created (with line item support).
Trigger
Polling
Try It
New Sales Order Invoice
Triggers when a new sales order invoice is created (with line item support).
Trigger
Polling
Try It
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Middle Name
- Password
  Required
- Prefix
- Suffix
- Gender
- Date Of Birth
- Default Billing Address
- Default Shipping Address
- Tax or VAT number
- Group ID
- Store ID
- Website ID
Action
Write
- 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 Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Sales Order Credit Memo
Triggers when a new sales order creditmemo is created.
Trigger
Polling
Try It
New Sales Order Shipment
Triggers when a new sales order is created (with line item support).
Trigger
Polling
Try It
- Order ID
  Required
- Order Comment
- Should Customer be Notified?
- Should Comment be Visible on front?
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

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 Magento 2.X

Magento 2.X is the premier open source e-commerce app used by millions of customers each and every day.

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