Capsule CRM + Pennylane
Create estimates in Pennylane for new or updated Capsule CRM contacts
Effortlessly manage your contact list in Capsule CRM and generate estimates in Pennylane using this streamlined workflow. When a contact is added or updated in Capsule CRM, an estimate is instantly created in Pennylane, saving you time and ensuring accurate data management across both platforms. Simplify your contacts and financial processes with this seamless and efficient automation.
Effortlessly manage your contact list in Capsule CRM and generate estimates in Pennylane using this streamlined workflow. When a contact is added or updated in Capsule CRM, an estimate is instantly created in Pennylane, saving you time and ensuring accurate data management across both platforms. Simplify your contacts and financial processes with this seamless and efficient automation.
- When this happens...
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
ActionWriteCreate a new record or update an existing record in your app.
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ContactRequired
NameRequired
Board
Description
Expected Close Date
Track
Opportunity
Owner
Tags
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Entity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
About
Email Address
Street Address
City
State
Zip Code
Country
Phone Number
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PipelineRequired
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch usingRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch usingRequired
ContactRequired
NameRequired
Board
Description
Expected Close Date
Track
Opportunity
Owner
Tags
Status
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch usingRequired
TypeRequired
About
Email Address
Street Address
City
State
Zip Code
Country
Phone Number
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Customer V2
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Product V2
Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planStart dateRequired
Mode typeRequired
Mode email settingsRequired
Payment conditionsRequired
Payment methodRequired
Recurring rule TypeRequired
Recurring rule Interval
Recurring rule Count
Customer IDRequired
Currency
Customer Invoice Template ID
PDF Invoice Free Text
PDF Invoice Subject
PDF Description
Special Mention
Language
Discount
Invoice Line Sections
Invoice Line LabelRequired
Invoice Line QuantityRequired
Invoice Line Raw Currency Unit PriceRequired
Invoice Line UnitRequired
Invoice Line VAT RateRequired
Invoice Line Description
Invoice Line Product ID
Invoice Line Ledger Account ID
Invoice Line Section Rank
Invoice Line Discount Type
Invoice Line Discount Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
Company name
VAT number
Registration number
Customer phone
Billing address
Billing postal code
Billing city
Billing country code
Delivery address
Delivery postal code
Delivery city
Delivery country code
Customer payment conditions
Customer billing IBAN
Recipient
Reference
Ledger account number
Notes
Customer emails
External reference
Billing language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer first nameRequired
Customer last nameRequired
Customer phone
Billing addressRequired
Billing postal codeRequired
Billing cityRequired
Billing country codeRequired
Delivery address
Delivery postal code
Delivery city
Delivery country code
Customer payment conditions
Customer billing IBAN
Recipient
Reference
Ledger account number
Notes
Customer emails
External reference
Billing language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product labelRequired
Product description
Product VAT rateRequired
Product price (before tax)Required
Product unit
Product currency
Product reference
Product identifier
Ledger account ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
Quote date
Quote deadline
Customer ID
Quote template ID
Additional free field
Quote subject
Quote description
Quote currency
Special mentions
Quote language
External reference
Discount type
Discount value
Section title
Section description
Section rank
Line label
Quantity
Section rank
Line discount type
Line discount value
Ledger account ID
Unit price (excluding tax)
Unit
VAT rate
Line description
Product ID
Line imputation start date
Line imputation end date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Product label
Product description
Product VAT rate
Product price (before tax)
Product unit
Product currency
Product reference
Product identifier
Ledger account ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Existing customer identifier (source_id)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appExisting product identifier (source_id)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appExisting billing subscription identifierRequired
Start dateRequired
Mode typeRequired
Mode email settingsRequired
Payment conditionsRequired
Payment methodRequired
Recurring rule TypeRequired
Recurring rule Interval
Recurring rule Count
Customer IDRequired
Currency
Customer Invoice Template ID
PDF Invoice Free Text
PDF Invoice Subject
PDF Description
Special Mention
Language
Discount
Invoice Line Sections
Invoice Line LabelRequired
Invoice Line QuantityRequired
Invoice Line Raw Currency Unit PriceRequired
Invoice Line UnitRequired
Invoice Line VAT RateRequired
Invoice Line Description
Invoice Line Product ID
Invoice Line Ledger Account ID
Invoice Line Section Rank
Invoice Line Discount Type
Invoice Line Discount Value
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundExisting product identifier (source_id)Required
Product labelRequired
Product description
Product VAT rateRequired
Product price (before tax)Required
Product unit
Product currency
Product reference
Product identifier
Ledger account ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Entity TypeRequired
Activity Type
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
PipelineRequired
NameRequired
Description
Expected Close Date
Actual Close Date
Currency
Duration Basis
Owner
Track
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DescriptionRequired
Due DateRequired
Detail
Category
Owner
Entity Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Contact
Update an existing Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search usingRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch usingRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch usingRequired
ContactRequired
PipelineRequired
NameRequired
Description
Expected Close Date
Actual Close Date
Currency
Duration Basis
Owner
Track
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCursor
Limit
Sort
Customer ID
Invoice Number
Draft Status
Credit Note
External Reference
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCursor
Limit
Sort
Customer ID
Invoice Number
Draft Status
Credit Note
External Reference
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompany nameRequired
VAT number
Registration number
Customer phone
Billing addressRequired
Billing postal codeRequired
Billing cityRequired
Billing country codeRequired
Delivery address
Delivery postal code
Delivery city
Delivery country code
Customer payment conditions
Customer billing IBAN
Recipient
Reference
Ledger account number
Notes
Customer emails
External reference
Billing language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice dateRequired
Invoice deadlineRequired
Customer IDRequired
Draft invoiceRequired
Invoice template ID
Additional free field
Invoice title
Invoice description
Invoice currency
Special mentions
Invoice language
External reference
Discount type
Discount value
Banking provider
Provider field name
Provider field value
Section title
Section description
Section rank
Line labelRequired
QuantityRequired
Section rank
Line discount type
Line discount value
Ledger account ID
Unit price (excluding tax)Required
UnitRequired
VAT rateRequired
Line description
Product ID
Line imputation start date
Line imputation end date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
Customer first name
Customer last name
Customer phone
Billing address
Billing postal code
Billing city
Billing country code
Delivery address
Delivery postal code
Delivery city
Delivery country code
Customer payment conditions
Customer billing IBAN
Recipient
Reference
Ledger account number
Notes
Customer emails
External reference
Billing language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote dateRequired
Quote deadlineRequired
Customer IDRequired
Quote template ID
Additional free field
Quote subject
Quote description
Quote currency
Special mentions
Quote language
External reference
Discount type
Discount value
Section title
Section description
Section rank
Line labelRequired
QuantityRequired
Section rank
Line discount type
Line discount value
Ledger account ID
Unit price (excluding tax)Required
UnitRequired
VAT rateRequired
Line description
Product ID
Line imputation start date
Line imputation end date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IDRequired
Stop subscription
Mode type
Mode email settings
Payment conditions
Payment method
Recurring rule Type
Recurring rule Interval
Recurring rule Count
Customer ID
Currency
Customer Invoice Template ID
PDF Invoice Free Text
PDF Invoice Subject
PDF Description
Special Mention
Language
Discount
Invoice Line Sections
Invoice Line Label
Invoice Line Quantity
Invoice Line Raw Currency Unit Price
Invoice Line Unit
Invoice Line VAT Rate
Invoice Line Description
Invoice Line Product ID
Invoice Line Ledger Account ID
Invoice Line Section Rank
Invoice Line Discount Type
Invoice Line Discount Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Existing billing subscription identifierRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appExisting invoice identifierRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appExisting quote identifierRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appExisting invoice identifierRequired
Invoice dateRequired
Invoice deadlineRequired
Customer IDRequired
Draft invoiceRequired
Invoice template ID
Additional free field
Invoice title
Invoice description
Invoice currency
Special mentions
Invoice language
External reference
Discount type
Discount value
Banking provider
Provider field name
Provider field value
Section title
Section description
Section rank
Line labelRequired
QuantityRequired
Section rank
Line discount type
Line discount value
Ledger account ID
Unit price (excluding tax)Required
UnitRequired
VAT rateRequired
Line description
Product ID
Line imputation start date
Line imputation end date
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundExisting quote identifierRequired
Quote dateRequired
Quote deadlineRequired
Customer IDRequired
Quote template ID
Additional free field
Quote subject
Quote description
Quote currency
Special mentions
Quote language
External reference
Discount type
Discount value
Section title
Section description
Section rank
Line labelRequired
QuantityRequired
Section rank
Line discount type
Line discount value
Ledger account ID
Unit price (excluding tax)Required
UnitRequired
VAT rateRequired
Line description
Product ID
Line imputation start date
Line imputation end date
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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