Capsule CRM + Nozbe

Create tasks in Nozbe for new or updated Capsule CRM contacts

Stay on top of your tasks and manage your customer relationships with this Capsule CRM and Nozbe workflow. Whenever a contact is added or updated in Capsule CRM, this automation will create a task in Nozbe, ensuring you never miss a follow-up action or important touchpoint with your contacts. Save time and keep your to-do list up-to-date with this efficient and seamless process.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
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