Capsule CRM + Moskit

Track new or updated Capsule CRM opportunities by creating activities in Moskit

Stay on top of your sales opportunities with this seamless workflow between Capsule CRM and Moskit. Whenever a new or updated opportunity arises in Capsule CRM, it will instantly create an activity in Moskit, ensuring you never miss a chance to close deals and improve customer relations. Streamline your sales process with this efficient automation.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Activity
Create new Activity.
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
New Activity Created
Triggers when a new activity is created.
Trigger
Instant
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Activity Responsible Changed
Triggers when activity responsible is changed.
Trigger
Instant
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New Company Created
Triggers when a new company is created.
Trigger
Instant
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Company Updated
Triggers when a new company is updated.
Trigger
Instant
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Contact Responsible Changed
Triggers when contact responsible is changed.
Trigger
Instant
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New Deal Created
Triggers when a new deal is created.
Trigger
Instant
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Deal Reopened
Triggers when a deal status is open.
Trigger
Instant
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Deal Stage Changed
Triggers when a deal stage is changed.
Trigger
Instant
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Deal Won
Triggers when a deal is won.
Trigger
Instant
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New Project Created
Triggers when a new project is created.
Trigger
Instant
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Project Step Changed
Triggers when the step project is changed.
Trigger
Instant
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Project Updated
Triggers when a project is updated.
Trigger
Instant
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Complete Activity
Done activity.
Action
Write
Update Activity
Update a activity.
Action
Write
Add Company Note
Add note in Company.
Action
Write
Update Company
Update a company.
Action
Write
Add Contact Note
Add note in Contact.
Action
Write
Update Contact
Action to update a contact.
Action
Write
Lose Deal
Lost Deal.
Action
Write
Change Deal Responsible
Change responsible of deal.
Action
Write
Update Deal
Update a deal.
Action
Write
Create Product
Create a new Product.
Action
Write
Update Product
Update a product.
Action
Write
Create Project
Create a new Project.
Action
Write
Change Project Responsible
Change responsible of Project.
Action
Write
Unarchive Project
Unarchive a Project.
Action
Write
- Name
- ID
Action
Search
- Email
- Name
- ID
Action
Search
- ID
- Name
- Sku
Action
Search
- Name
- Email
- ID
Action
Search
- Email
- Name
- ID
Action
Search or write
- Name
- ID
Action
Search or write
- Name
- ID
Action
Search or write

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- Entity TypeRequired
- Activity Type
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
Activity Completion Attemp
Triggers when activity is try.
Trigger
Instant
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Activity Completed
Triggers when a new activity is done.
Trigger
Instant
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Activity Updated
Triggers when a new activity is updated.
Trigger
Instant
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Company Responsible Changed
Triggers when company responsible is changed.
Trigger
Instant
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New Contact Created
Triggers when a new contact is created.
Trigger
Instant
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Contact Updated
Triggers when a new contact is updated.
Trigger
Instant
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Deal Lost
Triggers when a deal is lost.
Trigger
Instant
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Deal Responsible Changed
Triggers when a deal responsible is changed.
Trigger
Instant
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Deal Updated
Triggers when a deal is updated.
Trigger
Instant
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Project Archived
Triggers when a project is archived.
Trigger
Instant
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Project Responsible Changed
Triggers when the responsible project is changed.
Trigger
Instant
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Project Unarchived
Triggers when a project is unarchived.
Trigger
Instant
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Create Activity
Create new Activity.
Action
Write
Change Activity Responsible
Change responsible of activity.
Action
Write
Create Company
Creates a new company.
Action
Write
Change Company Responsible
Change responsible of Company.
Action
Write
Create Contact
Creates a new contact.
Action
Write
Change Contact Responsible
Change the responsible of Contact.
Action
Write
Create Deal
Create a new Deal.
Action
Write
Add Deal Note
Create note in deal.
Action
Write
Change Deal Stage
Change stage of the Deal.
Action
Write
Won Deal
Won Deal.
Action
Write
Add Product to Deal
Links a new product to a deal.
Action
Write
Archive Project
Archive a Project.
Action
Write
Add Project Note
Add note in Project.
Action
Write
Change Project Step
Change step of project.
Action
Write
Update Project
Update a project.
Action
Write
- Email
- Name
- ID
Action
Search
- Name
- ID
Action
Search
- Name
- ID
Action
Search
- Name
- ID
Action
Search or write
- Email
- Name
- ID
Action
Search or write
- ID
- Name
- Sku
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.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

About Moskit

Moskit CRM works hard for our customers to achieve new goals and have impactful results with contact management, deals and opportunities. O Moskit CRM trabalha duro para que os clientes conquistem novos objetivos e tenham um resultado de impacto com a gestão de contatos, empresas e oportunidades.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create new Moskit deals from new or updated Capsule CRM opportunities

Related Zap Templates

Create new Moskit deals from new or updated Capsule CRM opportunities

Capsule CRM + Moskit

Track new or updated Capsule CRM opportunities by creating activities in Moskit

New or Updated Project

New or Updated Contact

Create Project

Add Tag to Entity

Create Contact

API Request (Beta)

Update Opportunity

Find Milestone

Find Contact

Find or Create Project

Find or Create Contact

New Activity Created

Activity Responsible Changed

New Company Created

Company Updated

Contact Responsible Changed

New Deal Created

Deal Reopened

Deal Stage Changed

Deal Won

New Project Created

Project Step Changed

Project Updated

Complete Activity

Update Activity

Add Company Note

Update Company

Add Contact Note

Update Contact

Lose Deal

Change Deal Responsible

Update Deal

Create Product

Update Product

Create Project

Change Project Responsible

Unarchive Project

Search Activity

Search Contact

Search Product

Search User

Search Company

Search Deal

Search Project

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Create Opportunity

Create Task

Update Contact

Find Project

Find Opportunity

Find Stage

Find or Create Opportunity

Activity Completion Attemp

Activity Completed

Activity Updated

Company Responsible Changed

New Contact Created

Contact Updated

Deal Lost

Deal Responsible Changed

Deal Updated

Project Archived

Project Responsible Changed

Project Unarchived

Create Activity

Change Activity Responsible

Create Company

Change Company Responsible

Create Contact

Change Contact Responsible

Create Deal

Add Deal Note

Change Deal Stage

Won Deal

Add Product to Deal

Archive Project