Capsule CRM + MRPeasy

Capsule CRM + MRPeasy integrations

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.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Customer OrderCreate a customer order
ActionWrite

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More things you can do with Capsule CRM and MRPeasy

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

- 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
Get Sites
Fetches a list of sites.
Trigger
Polling
Try It
- Customer order number
  Required
- Reference
- Internal notes
- Delivery date
- Status
- Customer name
- First name
- Last name
- Company
- Street line 1
- Street line 2
- City
- State
- Postal code
- Country code
- Phone
- SKU
- Quantity
- Discount percentage
- Item price
- Total price
- Delivery date
Action
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
- Customer order source
- Status from
- Status to
Trigger
Instant
Try It
- Customer order number
- Reference
- Internal notes
- Currency
- Delivery date
- Status
- Customer name
  Required
- Pricelist
- Mark orders as Paid
- First name
- Last name
- Company
- Street line 1
- Street line 2
- City
- State
- Postal code
- Country code
- Phone
- SKU
  Required
- Quantity
  Required
- Discount percentage
- Item price
- Total price
- Delivery date
Action
Write
- Source
- Customer order number
- Reference
- Customer name
- Status
Action
Search

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)

Similar apps

Streak

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Insightly

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Zapier Forms

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

About MRPeasy

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

Learn moreLearn moreHelpHelp

Related categories

Product Management

Related Zap Templates

Create customer orders in MRPeasy from new or updated contacts in Capsule CRM

Related Zap Templates

Create customer orders in MRPeasy from new or updated contacts in Capsule CRM