Capsule CRM + Microsoft OneNote

Create notes in Microsoft OneNote for new or updated opportunities in Capsule CRM

Stay organized and never miss an update on your Capsule CRM opportunities with this convenient automation. When a new or updated Opportunity arises in Capsule CRM, this workflow will create a note in the designated section of Microsoft OneNote. With this seamless process, you'll have all your important information in one place, making it easier to manage your business opportunities.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Note in SectionTriggers when a new note is created in the selected notebook and section.
ActionWrite

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More things you can do with Capsule CRM and Microsoft OneNote

Discover other triggers and actions you can use with Capsule CRM and Microsoft OneNote

- 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
- Source_change_warning
- Source
- Notebook
  Required
- Section_group_tip
- Section Group
- Section
  Required
- Page or note
  Required
- Content Type
- Content
  Required
Action
Write
- Source_change_warning
- Quick_notes_destination
- Source
- Title
  Required
- Content Type
- Content
  Required
Action
Write
- Source_change_warning
- Quick_notes_destination
- Source
- URL link
  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
- Notebook
  Required
- Section
  Required
Trigger
Polling
Try It
- Source_change_warning
- Quick_notes_destination
- Source
- Title
  Required
- Image URL
  Required
Action
Write
- Source_change_warning
- Source
- Notebook
  Required
- Section_group_tip
- Section Group
- Section
  Required
- Title
  Required
- Content Type
- Content
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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.

Learn moreLearn moreHelpHelp

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About Microsoft OneNote

Microsoft OneNote is a note-taking app from Microsoft that makes it easy to sync your ideas, sketches and notes across all your devices.

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Create Microsoft OneNote notes for new or updated Capsule CRM contacts

Create Microsoft OneNote notes for new or updated Capsule CRM opportunities