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Capsule CRM + monday.com

Update monday.com item names with new or updated opportunities from Capsule CRM

Keep your monday.com items up to date with this seamless workflow that connects Capsule CRM and monday.com. When a new or updated opportunity occurs in Capsule CRM, this automation will promptly update the item name in your monday.com app. Stay organized and ensure your team has the most accurate information at their fingertips without any manual effort.

Keep your monday.com items up to date with this seamless workflow that connects Capsule CRM and monday.com. When a new or updated opportunity occurs in Capsule CRM, this automation will promptly update the item name in your monday.com app. Stay organized and ensure your team has the most accurate information at their fingertips without any manual effort.

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

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Update Item Name

    Update an item's name

    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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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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