How to connect Capsule CRM + Quotient
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- New or Updated CaseTriggers when a given action is performed on a Case.Trigger
- New or Updated OpportunityTriggers when a given action is performed on an Opportunity.Trigger
- New or Updated ContactTriggers when a given action is performed on a Contact.Trigger
- New or Updated TaskTriggers when a given action is performed on a Task.Trigger
- Create CaseCreates a new Case.Action
- Add Note to EntityAdds a Note to an Entity.Action
- Add Tag to EntityAdds a Tag to an Entity.Action
- Create OpportunityCreates a new Opportunity.Action
- 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
- Quotient
Triggers when a Quote is Accepted.
Instant
Trigger
- Quotient
Triggers when a Quote is Declined.
Instant
Trigger
- Quotient
Triggers when a Customer asks a New Question.
Instant
Trigger
- Quotient
Triggers when a New Quote is first Sent.
Instant
Trigger
- Quotient
Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.
Instant
Trigger
- Quotient
Creates a new Contact.
Scheduled
Action
- Quotient
Creates a new Lead.
Scheduled
Action
How Capsule CRM + Quotient Integrations Work
- Step 1: Authenticate Capsule CRM and Quotient.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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