Capsule CRM + MyDesk

Capsule CRM + MyDesk integrations

Create tasks in MyDesk for new or updated contacts in Capsule CRM

Stay on top of your tasks by connecting Capsule CRM and MyDesk with this efficient automation workflow. Whenever there's a new or updated contact in Capsule CRM, this workflow will create a task in MyDesk, ensuring you never miss an important action. Save time and streamline your process with this easy-to-implement solution.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create TaskCreates a Task.
ActionWrite

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More things you can do with Capsule CRM and MyDesk

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

- 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
- Company Type
  Required
- Company Group
Trigger
Polling
Try It
- Assigned To
- Created By
Trigger
Polling
Try It
- Status
  Required
- Representative
Trigger
Polling
Try It
- Completed By
- Assigned To
- Subject
Trigger
Polling
Try It
- Company
  Required
- Address Type
  Required
- Street
- Postal Code
  Required
- City
  Required
- Country
  Required
- Set as Primary Visiting Address
  Required
- Set as Primary Shipping Address
  Required
Action
Write
- Company Type
  Required
- Name
  Required
- Key
  Required
- Website
- Email Address
- Phone Number
- Description
- Customer Number
- Representative
  Required
- Company Group
Action
Write
- Company
  Required
- Subject
  Required
- Description
- Amount
- Estimated Success Rate
- Estimated Closing Date
- Status
  Required
- Status Reason
- Status Clarification
- Representative
  Required
- Created By
  Required
Action
Write
- Company Type
  Required
- Id
- Key
Action
Write
- Id
- Key
Action
Write
- Info
- Name
- Email Address
- Website
- Customer Number
- Postal Code
- Selection Fields Info
- Company Group
- Id Fields Info
- Key
- Id
Action
Search
- Info
- First Name
- Surname Prefixes
- Surname
- Email Address
- Phone Number
- Mobile Number
- Selection Fields Info
- Company
- Id Fields Info
- Key
- Id
Action
Search
- Info
- Subject
- Selection Fields Info
- Company
- Representative
- Created By
- Status
- Id Fields Info
- Key
- Id
Action
Search
- Info
- Subject
- Selection Fields Info
- Is Performed
- Assigned To
- Created By
- Performed By
- Company
- Id Fields Info
- Key
- Id
Action
Search
- Info
- First Name
- Surname Prefixes
- Surname
- Email Address
- Phone Number
- Mobile Number
- Selection Fields Info
- Company
- Id Fields Info
- Key
- Id
- Company
  Required
- Salutation
- First Name
- Surname Prefixes
- Surname
  Required
- Function
- Mobile Number
- Phone Number
- Email Address
- Set as Primary
  Required
- Active
  Required
Action
Search or write
- Info
- Subject
- Selection Fields Info
- Is Performed
- Assigned To
- Created By
- Performed By
- Company
- Id Fields Info
- Key
- Id
- Company
- Subject
  Required
- Description
- Planned Date
- Assigned To
  Required
- Created By
  Required
- Performed
  Required
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
- Representative
- Appointment Type
Trigger
Polling
Try It
- Company Group
Trigger
Polling
Try It
- Assigned To
- Created By
Trigger
Polling
Try It
- Representative
Trigger
Polling
Try It
- Assigned To
- Subject
Trigger
Polling
Try It
- Company
  Required
- Contact With
- Subject
  Required
- Description
- Start Date
  Required
- End Date
  Required
- Assigned To
  Required
- Location
- Appointment Type
  Required
- Follow Up
  Required
- Is Closed
  Required
Action
Write
- Company
  Required
- Salutation
- First Name
- Surname Prefixes
- Surname
  Required
- Function
- Mobile Number
- Phone Number
- Email Address
- Set as Primary
  Required
- Active
  Required
Action
Write
- Company
- Subject
  Required
- Description
- Planned Date
- Assigned To
  Required
- Created By
  Required
- Performed
  Required
Action
Write
- Id
- Key
Action
Write
- Id
- Key
Action
Write
- Code
- Description
Action
Search
- Code
  Required
Action
Search
- Name
- Code
Action
Search
- Info
- Name
- Email Address
- Website
- Customer Number
- Postal Code
- Selection Fields Info
- Company Group
- Id Fields Info
- Key
- Id
- Company Type
  Required
- Name
  Required
- Key
  Required
- Website
- Email Address
- Phone Number
- Description
- Customer Number
- Representative
  Required
- Company Group
Action
Search or write
- Info
- Subject
- Selection Fields Info
- Company
- Representative
- Created By
- Status
- Id Fields Info
- Key
- Id
- Company
  Required
- Subject
  Required
- Description
- Amount
- Estimated Success Rate
- Estimated Closing Date
- Status
  Required
- Status Reason
- Status Clarification
- Representative
  Required
- Created By
  Required
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.

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About MyDesk

MyDesk: Get started quickly with a user-friendly CRM for sales.

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