Capsule CRM + Nozbe

Create tasks in Nozbe for new or updated opportunities in Capsule CRM

Stay on top of your Capsule CRM opportunities with this seamless workflow. Whenever a new or updated opportunity arises in Capsule CRM, a task will be created in Nozbe to ensure you never miss out on potential business. This automation saves you time and helps you manage your sales pipeline more efficiently.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Task
Creates a new Task
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- 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
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
- Project
- Responsible user
Trigger
Polling
Try It
- TaskRequired
- BodyRequired
Action
Write
- NameRequired
- Project
- Add to the Incoming?
- Due At
- Ended At
- Comment
- File
- Filename (with extension)
- Id (optional)
- Semicolon separated CSV
Action
Write
- IdRequired
Action
Search
- Id (optional)Required
- NameRequired
- Project
- Add to the Incoming?
- Due At
- Ended At
- Comment
- File
- Filename (with extension)
- Semicolon separated CSV
Action
Search or write

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- Entity TypeRequired
- Activity Type
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- Project
- Responsible user
Trigger
Polling
Try It
- TaskRequired
- Url to the fileRequired
- Filename
Action
Write
- NameRequired
- Is open projectRequired
- Favorite project
Action
Write
- Project
- Task
- Name
- Due At
- Ended At
Action
Write
- NameRequired
Action
Search
- NameRequired
- Project
- Add to the Incoming?
- Due At
- Ended At
- Comment
- File
- Filename (with extension)
- Id (optional)
- Semicolon separated CSV
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 more

Related categories

CRM (Customer Relationship Management)

Similar apps

About Nozbe

Nozbe is an organizational tool for busy professionals and small teams that helps them to get stuff done in work and in private life.

Related categories

Project Management

Related Zap Templates

Create tasks in Nozbe for new or updated Capsule CRM contacts

Related Zap Templates

Create tasks in Nozbe for new or updated Capsule CRM contacts

Capsule CRM + Nozbe

Create tasks in Nozbe for new or updated opportunities in Capsule CRM

New or Updated Project

New or Updated Contact

Create Project

Add Tag to Entity

Create Contact

API Request (Beta)

Update Opportunity

Find Milestone

Find Contact

Find or Create Project

Find or Create Contact

Updated Task

Create Comment

Create Task

Find Task by ID

Find by Id or Create a Task

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Create Opportunity

Create Task

Update Contact

Find Project

Find Opportunity

Find Stage

Find or Create Opportunity

New Task

Create Attachment

Create Project

Update Task

Find Task by Name

Find by Name or Create a Task

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Interfaces

About Nozbe

Related categories

Related Zap Templates

Related Zap Templates