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Capsule CRM + monday.com

Create monday.com subitems for new or updated Capsule CRM contacts

Effortlessly stay organized and up-to-date with your Capsule CRM contacts by adding them as subitems in monday.com. With this workflow, each time you create or update a contact in Capsule CRM, a subitem will be created in monday.com, keeping your tasks and communications organized. Streamline your team's workflow and ensure no contact detail goes unnoticed.

Effortlessly stay organized and up-to-date with your Capsule CRM contacts by adding them as subitems in monday.com. With this workflow, each time you create or update a contact in Capsule CRM, a subitem will be created in monday.com, keeping your tasks and communications organized. Streamline your team's workflow and ensure no contact detail goes unnoticed.

  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!
    monday.commonday.com
    Create Subitem

    Create a new subitem in a item

    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
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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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monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

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