Capsule CRM + Moskit

Capsule CRM + Moskit integrations

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 OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create ActivityCreate new Activity.
ActionWrite

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More things you can do with Capsule CRM and Moskit

Discover other triggers and actions you can use with Capsule CRM and Moskit

- Action
  Required
Trigger
Instant
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- 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
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
Try It
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
Try It
New Project Created
Triggers when a new project is created.
Trigger
Instant
Try It
Project Step Changed
Triggers when the step project is changed.
Trigger
Instant
Try It
Project Updated
Triggers when a project is updated.
Trigger
Instant
Try It
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

- 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
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
Try It
Activity Updated
Triggers when a new activity is updated.
Trigger
Instant
Try It
Company Responsible Changed
Triggers when company responsible is changed.
Trigger
Instant
Try It
New Contact Created
Triggers when a new contact is created.
Trigger
Instant
Try It
Contact Updated
Triggers when a new contact is updated.
Trigger
Instant
Try It
Deal Lost
Triggers when a deal is lost.
Trigger
Instant
Try It
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
Try It
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 moreLearn moreHelpHelp

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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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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Related Zap Templates

Create new Moskit deals from new or updated Capsule CRM opportunities

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Create new Moskit deals from new or updated Capsule CRM opportunities