• Capsule CRM logoCapsule CRM logo
  • Proposify logoProposify logo

Capsule CRM + Proposify Integrations

How to connect Capsule CRM + Proposify

Zapier lets you send info between Capsule CRM and Proposify automatically—no code required.

When this happens...
automatically do this!

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

By signing up, you agree to Zapier’s Terms of Service and Privacy Policy
By signing up, you agree to Zapier’s Terms of Service and Privacy Policy
  • Capsule CRM triggers, actions, and search
    New or Updated Case
    Triggers when a given action is performed on a Case.
    Trigger
    Instant
  • Capsule CRM triggers, actions, and search
    New or Updated Opportunity
    Triggers when a given action is performed on an Opportunity.
    Trigger
    Instant
  • Capsule CRM triggers, actions, and search
    New or Updated Contact
    Triggers when a given action is performed on a Contact.
    Trigger
    Instant
  • Capsule CRM triggers, actions, and search
    New or Updated Task
    Triggers when a given action is performed on a Task.
    Trigger
    Instant
  • Capsule CRM triggers, actions, and search
    Create Case
    Creates a new Case.
    Action
    Write
  • Capsule CRM triggers, actions, and search
    Add Note to Entity
    Adds a Note to an Entity.
    Action
    Write
  • Capsule CRM triggers, actions, and search
    Add Tag to Entity
    Adds a Tag to an Entity.
    Action
    Write
  • Capsule CRM triggers, actions, and search
    Create Opportunity
    Creates a new Opportunity.
    Action
    Write
  • Capsule CRM

    Creates a new Person / Organisation.

    Scheduled

    Action

  • Capsule CRM

    Creates a new Task.

    Scheduled

    Action

  • Capsule CRM

    Finds a Case.

    Scheduled

    Action

  • Capsule CRM

    Finds a Milestone.

    Scheduled

    Action

  • Capsule CRM

    Finds a Opportunity.

    Scheduled

    Action

  • Capsule CRM

    Finds a Contact.

    Scheduled

    Action

  • Capsule CRM

    Find a Case, or Create if one does not exist.

    Scheduled

    Action

  • Capsule CRM

    Find a Opportunity, or Create if one does not exist.

    Scheduled

    Action

  • Capsule CRM

    Find a Contact, or Create if one does not exist.

    Scheduled

    Action

  • Proposify

    Triggers when a client has left a comment on the client view.

    Instant

    Trigger

  • Proposify

    Triggers when a user creates a new client.

    Instant

    Trigger

  • Proposify

    Triggers when a proposal is created.

    Instant

    Trigger

  • Proposify

    Triggers when a Proposal is declined by a client.

    Instant

    Trigger

  • Proposify

    Triggers when a proposal is sent or marked as sent by a user.

    Instant

    Trigger

  • Proposify

    Triggers when a proposal is signed by a client.

    Instant

    Trigger

  • Proposify

    Triggers when a proposal is viewed by a client.

    Instant

    Trigger

  • Proposify

    Triggers when a proposal is accepted by a client.

    Instant

    Trigger

  • Proposify

    Triggers when a proposal reminder is sent or marked as sent by a user.

    Instant

    Trigger

  • Proposify

    Creates a new client.

    Scheduled

    Action

  • Proposify

    Creates a new proposal.

    Scheduled

    Action

How Capsule CRM + Proposify Integrations Work

  1. Step 1: Authenticate Capsule CRM and Proposify.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
capsulecrm logo
capsulecrm logo

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 more

Similar apps

Highrise integrations

Highrise

CRM (Customer Relationship Management)
Batchbook integrations

Batchbook

CRM (Customer Relationship Management)
Streak integrations

Streak

CRM (Customer Relationship Management)
proposify logo
proposify logo

About Proposify

Streamline your proposals in the cloud with designer-friendly proposal software.
Learn more

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

Or
By signing up, you agree to Zapier’s Terms of Service and Privacy Policy