Capsule CRM + Motion

Capsule CRM + Motion integrations

Create new projects in Motion for every new or updated project in Capsule CRM

Start streamlining your workflow with this integration. Whenever a new or updated project appears in your Capsule CRM, it immediately generates a new project in Motion. No more manual input needed. It's a perfect solution for keeping your project management and CRM system aligned and updated.

When this happens...
New or Updated ProjectTriggers when a given action is performed on a Project.
TriggerInstant
automatically do this!
Create ProjectCreates a new Motion Project
ActionWrite

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More things you can do with Capsule CRM and Motion

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

- 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
- Workspace ID
  Required
- Task Name
  Required
- Schedule
  Required
- Due Date
- Duration (minutes)
- Description
- Priority
- Start Date
- Deadline Type
- Auto Scheduled
Action
Write
- Workspace
  Required
- Include All Statuses
Action
Search

- 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
- Workspace ID
  Required
- Project Name
  Required
- Description
- Due Date
- Priority
Action
Write
- Workspace ID
  Required
- Task Name
- Task Description
- Due Date
- Task Duration (minutes)
- Task Status
- Start Date
- Deadline Type
- Schedule
- Priority
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

Related categories

CRM (Customer Relationship Management)

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About Motion

Motion uses artificial intelligence to optimize your and your team’s day. It automatically prioritizes tasks, schedules meetings & resolves calendar conflicts.

Learn moreLearn moreHelpHelp

Related categories

Project Management

Related Zap Templates

Manage new or updated tasks in Capsule CRM by creating tasks in Motion

Related Zap Templates

Manage new or updated tasks in Capsule CRM by creating tasks in Motion