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Capsule CRM + Ora

Capsule CRM + Ora

Create Ora cards for new or updated Capsule CRM opportunities

Stay on top of your Capsule CRM opportunities and improve project management with this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, automatically create a card in the Ora app to help you focus on high-priority tasks and keep your team informed. This seamless integration ensures you never miss a valuable sales opportunity and boosts productivity across projects.

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

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More things you can do with Capsule CRM and Ora

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

- 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
  Required
- List
- Task
  Required
Trigger
Instant
Try It
- Project
  Required
- List
- Task
Trigger
Instant
Try It
- Project
  Required
- List
  Required
- Title
  Required
- Description
- Due_date
- Labels
- Attachment
- Checklist_name
- Checklist_items
- Start - number of days since creation
- End - number of days since creation
- Schedule hours per day
- Schedule_assignees
- Top
- Assignees
- TaskType
Action
Write
- Project
  Required
- List
- Task
  Required
- Comment
  Required
Action
Write
- Project
  Required
- First Task
  Required
- Relation_type
  Required
- Second Task
  Required
Action
Write
- Project
  Required
- List
- Type
  Required
Action
Search

- 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
  Required
- List
- Task
  Required
Trigger
Instant
Try It
- Project
  Required
- List
Trigger
Instant
Try It
- Project
  Required
- List
  Required
Trigger
Instant
Try It
- Project
  Required
- List
- Task
  Required
- Member
  Required
Action
Write
- Project
  Required
- Name
  Required
- List_type
  Required
Action
Write
- Project
  Required
- List
- Task
  Required
- Start - number of days since creation
  Required
- End - number of days since creation
  Required
- Schedule hours per day
  Required
- Schedule_assignees
Action
Write
- Organization
  Required
- Name
  Required
Action
Search

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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Ora is an agile task management and team collaboration software.

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