Capsule CRM + Redbooth

Capsule CRM + Redbooth integrations

Create Redbooth tasks for new or updated Capsule CRM opportunities

Stay on top of your sales opportunities with this Capsule CRM to Redbooth workflow. Whenever a new or updated opportunity arises in Capsule CRM, a task will be created in Redbooth to ensure your team stays organized and efficient. Keep your sales process streamlined and never miss an opportunity again.

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

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More things you can do with Capsule CRM and Redbooth

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

- 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
- Organization
Trigger
Polling
Try It
- Project
- Organization
Trigger
Polling
Try It
- Organization
  Required
- Name
  Required
- Tracks Time?
- Is Public?
- Publish Pages
Action
Write
- Project
  Required
- Task List
  Required
- Name
  Required
- Description
- Assignees
- Status
- Is Private
- Due On
- Urgent
Action
Write
- Text
  Required
- Type
- Project
Action
Search
- Task ID
- Project
  Required
- Task List
  Required
- Name
  Required
- Description
- Assignees
- Status
- Is Private
- Due On
- Urgent
Action
Search or write

- 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
New Notification
Triggers when a new notification exists for the authenticated user.
Trigger
Polling
Try It
- Project
  Required
- List
  Required
- Organization
  Required
Trigger
Polling
Try It
- Project
  Required
- List
  Required
- Task
  Required
- Target Type
  Required
- Body
  Required
Action
Write
- Task
  Required
- Project
  Required
- Task List
  Required
- Name
  Required
Action
Write
- Project
  Required
- Name
  Required
Action
Write
- Task ID
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

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Redbooth is project management software for highly productive teams, including marketing departments, creative agencies, and more. Built for collaboration on complex projects, and optimized for doing great work.

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Related Zap Templates

Create tasks in Redbooth for new or updated contacts in Capsule CRM

Related Zap Templates

Create tasks in Redbooth for new or updated contacts in Capsule CRM