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Capsule CRM + MRPeasy

Create MRPeasy customer orders from new or updated Capsule CRM opportunities

Effortlessly manage your sales opportunities and customer orders with this seamless workflow. When a new or updated opportunity arises in Capsule CRM, our automation tool will instantly create a customer order in MRPeasy, ensuring efficient order management without manually transferring data between platforms. Streamline your sales and order processes and focus on growing your business effectively.

Effortlessly manage your sales opportunities and customer orders with this seamless workflow. When a new or updated opportunity arises in Capsule CRM, our automation tool will instantly create a customer order in MRPeasy, ensuring efficient order management without manually transferring data between platforms. Streamline your sales and order processes and focus on growing your business effectively.

  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!
    MRPeasyMRPeasy
    Create Customer Order

    Create a customer order

    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

    • 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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mrpeasy logo

About MRPeasy

MRPeasy is a cloud-based MRP system for small manufacturers (10 - 200 employees)

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