Capsule CRM + OneNote
Create OneNote notes for new or updated Capsule CRM opportunities
Easily keep track of your Capsule CRM opportunities by adding them as notes in OneNote. With this workflow, whenever a new or updated opportunity is detected in Capsule CRM, a note will be created in OneNote. This helps you stay organized and access important opportunity information seamlessly in your preferred note-taking app.
Easily keep track of your Capsule CRM opportunities by adding them as notes in OneNote. With this workflow, whenever a new or updated opportunity is detected in Capsule CRM, a note will be created in OneNote. This helps you stay organized and access important opportunity information seamlessly in your preferred note-taking app.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Note
Create a new note in the "Quick Notes" section of your default notebook.
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