Capsule CRM + Plutio

Capsule CRM + Plutio integrations

Create Plutio projects for new or updated Capsule CRM opportunities

Keep your projects organized and up-to-date with this efficient workflow between Capsule CRM and Plutio. When a new or updated opportunity arises in Capsule CRM, a corresponding project will be created in Plutio, ensuring your team stays on top of every business opportunity. This seamless automation helps you save time and maintain a streamlined project management process.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create ProjectCreates a new Pltuio Project
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Capsule CRM and Plutio

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

- 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
New Form
Triggers when a new form is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new Invoice is created
Trigger
Polling
Try It
New Project
Triggers when a new Project is created.
Trigger
Polling
Try It
- Project
  Required
Trigger
Polling
Try It
- Entity Type
  Required
Trigger
Polling
Try It
- Entity Type
- Invoice Name
- Client
- Currency
- Issue Date
- Due Date
- Payment Options
- Discount
- Tax
- Status
- Template Name
Action
Write
- Entity Type
- Project Name
  Required
- Template Name
Action
Write
- Project
  Required
- Task Board Title
  Required
Action
Write
- Block
  Required
Action
Write
- Person
  Required
Action
Write
- Project
  Required
- Task Board
  Required
- Task Group
  Required
- Task
  Required
- Task Position
  Required
Action
Write
- Person
  Required
- Person First Name
- Person Last Name
- Person Primary Email
- Person Primary Phone
- Person Role
Action
Write
- Entity Type
  Required
- Entity
  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
- Entity Type
  Required
- Entity
  Required
- Block Type
  Required
Trigger
Polling
Try It
- Form
  Required
Trigger
Polling
Try It
New Person
Triggers when a new person is created.
Trigger
Polling
Try It
- Project
  Required
- Task Board
  Required
- Task Group
  Required
Trigger
Polling
Try It
- Project
  Required
- Task Board
  Required
Trigger
Polling
Try It
- Entity Type
  Required
- Entity
  Required
- Type
  Required
Action
Write
- Person First Name
  Required
- Person Last Name
  Required
- Person Primary Email
  Required
- Person Primary Number
  Required
- Person Role
  Required
- Invite to Plutio?
  Required
- Invitation Message
Action
Write
- Project
  Required
- Task Board
  Required
- Task Group
  Required
- Task Title
- Task Description Text
- Task Description HTML
- Due Date
- Assigned To
Action
Write
- Project
  Required
- Task Board
  Required
- Task Group Title
  Required
Action
Write
- Invoice
Action
Write
- Person Object ID
  Required
Action
Write
- Invoice
- Invoice Name
- Client
- Currency
- Issue Date
- Due Date
- Payment Options
- Discount
- Tax
- Status
Action
Write
- Project
  Required
- Task Board
  Required
- Task Group
  Required
- Task
  Required
- Task Title
- Task Description Text
- Task Description HTML
- Task Status
- Due Date
- Assigned To
Action
Write
- Email Address
- Phone Number
- First Name
- Last Name
- Role
- Status
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

Related categories

CRM (Customer Relationship Management)

Similar apps

Streak

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Plutio

Plutio allows you to manage projects and tasks, create proposals and contracts, send invoices and get paid online, collaborate with your clients and team, plus so much more.

HelpHelp

Related categories

Project Management

Related Zap Templates

Create new Plutio people for updated Capsule CRM opportunities

Related Zap Templates

Create new Plutio people for updated Capsule CRM opportunities