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Capsule CRM + Onfleet

Create Onfleet tasks for new or updated Capsule CRM opportunities

Efficiently manage your sales process by connecting Capsule CRM and Onfleet with this seamless workflow. When a new or updated opportunity occurs in Capsule CRM, a task will be instantly created in Onfleet, ensuring timely action and eliminating manual data entry. Enhance your team's collaboration and sales performance with this streamlined automation.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create TaskCreates a pickup or dropoff task.
ActionWrite

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More things you can do with Capsule CRM and Onfleet

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

- 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
- Name
  Required
- Distance
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Order ID
  Required
Action
Write
- Merchant
  Required
- Executor
  Required
- Task Type
  Required
- Task Recipient
  Required
- Location Coordinates
  Required
- Assignment
  Required
- Dependency
- Quantity
- Service Time
- Signature Requirement
- Photo Requirement
- Notes Requirement
- Minimum Age Requirement
- Custom Fields
Action
Write
- Merchant
  Required
- Executor
  Required
- Recipient Name
  Required
- Recipient Phone
  Required
- Recipient Notes
- Longitude
- Latitude
- Address Line 1
  Required
- Address Line 2
- Address City
  Required
- Address State / Province
  Required
- Address Post Code / Zip
  Required
- Address Country
  Required
- Task Details
- Complete After Timestamp
- Complete Before Timestamp
- Task Type
  Required
- Assignment
  Required
- Quantity
- Service Time
- Signature Requirement
- Photo Requirement
- Notes Requirement
- Minimum Age Requirement
Action
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
- Name
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Delay
  Required
- Name
  Required
Trigger
Instant
Try It
- Name
  Required
- ETA Threshold
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Order ID
  Required
Action
Write
- Pickup Recipient
  Required
- Dropoff Recipient
  Required
- Pickup Address Line 1
  Required
- Pickup Address Line 2
- Pickup Address City
  Required
- Pickup Address State
- Pickup Address Post Code / ZIP
- Pickup Address Country
  Required
- Pickup Details
- Pickup Signature Requirement
- Pickup Photo Requirement
- Pickup Notes Requirement
- Dropoff Address Line 1
  Required
- Dropoff Address Line 2
- Dropoff Address City
  Required
- Dropoff Address State
- Dropoff Address Post Code / ZIP
- Dropoff Address Country
  Required
- Dropoff Details
- Dropoff Signature Requirement
- Dropoff Photo Requirement
- Dropoff Notes Requirement
- Complete After Timestamp
- Complete Before Timestamp
- Quantity
Action
Write
- Merchant
  Required
- Executor
  Required
- Pickup Recipient
  Required
- Dropoff Recipient
  Required
- Location Coordinates
  Required
- Task Link Order
  Required
- Assignment
  Required
- Quantity
- Service Time
- Minimum Age Requirement
- Notes Requirement
- Photo Requirement
- Signature Requirement
Action
Write
- Order ID
  Required
- Pickup Recipient
  Required
- Pickup Details
- Pickup Signature Requirement
- Pickup Photo Requirement
- Pickup Notes Requirement
- Dropoff Recipient
  Required
- Dropoff Details
- Dropoff Signature Requirement
- Dropoff Photo Requirement
- Dropoff Notes Requirement
- Quantity
Action
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 moreLearn moreHelpHelp

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About Onfleet

Onfleet transforms cumbersome last-mile logistics into delightful delivery management. Intuitive smartphone apps, powerful web dashboard and automatic customer notifications handle the heavy lifting so you can focus on your customer.

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