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Capsule CRM + Metatask

Initiate Metatask processes for new or updated Capsule CRM contacts

Effortlessly keep your Capsule CRM contacts and Metatask processes up to date with this efficient workflow. When a new or updated contact is added in Capsule CRM, this automation initiates a process in Metatask, ensuring all relevant information remains current and well-organized. Simplify your CRM and process management with this seamless integration.

Effortlessly keep your Capsule CRM contacts and Metatask processes up to date with this efficient workflow. When a new or updated contact is added in Capsule CRM, this automation initiates a process in Metatask, ensuring all relevant information remains current and well-organized. Simplify your CRM and process management with this seamless integration.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    MetataskMetatask
    Start Process

    Starts a new process from a template (with line item support).

    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

    • 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
capsulecrm logo
capsulecrm logo

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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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metatask logo
metatask logo

About Metatask

Metatask is a simple tool to organize and control internal processes that lets normal users quickly build and execute business workflows.

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