Capsule CRM + Qwilr

Capsule CRM + Qwilr integrations

Create Qwilr projects for new or updated opportunities in Capsule CRM

Effortlessly manage your sales opportunities and projects with this Capsule CRM and Qwilr automation. Whenever a new or updated opportunity arises in Capsule CRM, a project will be created in Qwilr, keeping your team organized and allowing you to efficiently convert leads into clients. Stay on top of your sales process with this streamlined workflow.

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

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More things you can do with Capsule CRM and Qwilr

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

- 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 Project
Triggers when a project is first created.
Trigger
Instant
Try It
Project Published
Triggers when a project is published.
Trigger
Instant
Try It

- 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 Accepted
Triggers when a project is accepted.
Trigger
Instant
Try It
Project First Viewed
Triggers when a project is first viewed.
Trigger
Instant
Try It
Create Project
Creates a new project.
Action
Write

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.

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About Qwilr

Qwilr is reimagining the way you communicate with your clients. We help you make beautiful, intuitive sales and marketing documents that look impressive and integrate seamlessly with your business.

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