Capsule CRM + Nozbe

Capsule CRM + Nozbe integrations

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 OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create TaskCreates a new Task or imports many from CSV file
ActionWrite

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More things you can do with Capsule CRM and Nozbe

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

- 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
- Project
- Responsible user
Trigger
Polling
Try It
- Task
  Required
- Body
  Required
Action
Write
- Name
  Required
- Project
- Add to the Incoming?
- Due At
- Ended At
- Comment
- File
- Filename (with extension)
- Id (optional)
- Colon separated CSV content with tasks definition (format: name,project_id,responsible_id,due_at,is_all_day,is_followed)
- Url to the CSV file with tasks definition (format: name,project_id,responsible_id,due_at,is_all_day,is_followed)
Action
Write
- Id
  Required
Action
Search
- Id (optional)
  Required
- Name
  Required
- Project
- Add to the Incoming?
- Due At
- Ended At
- Comment
- File
- Filename (with extension)
- Colon separated CSV content with tasks definition (format: name,project_id,responsible_id,due_at,is_all_day,is_followed)
- Url to the CSV file with tasks definition (format: name,project_id,responsible_id,due_at,is_all_day,is_followed)
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
- Project
- Responsible user
Trigger
Polling
Try It
- Task
  Required
- Url to the file
  Required
- Filename
Action
Write
- Name
  Required
- Is open project
  Required
- Favorite project
- Colon separated CSV content with projects definition (name,team_id,is_favorite,is_open)
- Url to the CSV file with projects definition (name,team_id,is_favorite,is_open)
Action
Write
- Project
- Task
- Name
- Due At
- Ended At
Action
Write
- Name
  Required
Action
Search
- Name
  Required
- Project
- Add to the Incoming?
- Due At
- Ended At
- Comment
- File
- Filename (with extension)
- Id (optional)
- Colon separated CSV content with tasks definition (format: name,project_id,responsible_id,due_at,is_all_day,is_followed)
- Url to the CSV file with tasks definition (format: name,project_id,responsible_id,due_at,is_all_day,is_followed)
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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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