Capsule CRM + Redbooth

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

Stay on top of your tasks and improve efficiency with this Capsule CRM to Redbooth automation. When new or updated contacts are added in Capsule CRM, this workflow will create tasks in Redbooth, making sure you never miss an important update. Enjoy seamless task management and effective CRM maintenance with this seamless integration.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create Task
Triggers when a new task is created.
ActionWrite

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Supported triggers and actions

What does this mean?

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
Action
Write

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
- Organization
Trigger
Scheduled
Try It
- Project
- Organization
Trigger
Scheduled
Try It
- OrganizationRequired
- NameRequired
- Tracks Time?
- Is Public?
- Publish Pages
Action
Write
- ProjectRequired
- Task ListRequired
- NameRequired
- Description
- Assignees
- Status
- Is Private
- Due On
- Urgent
Action
Write
- TextRequired
- Type
- Project
Action
Search
- Task ID
- ProjectRequired
- Task ListRequired
- NameRequired
- Description
- Assignees
- Status
- Is Private
- Due On
- Urgent
Action
Search or write

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- Entity TypeRequired
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
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
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
New Notification
Triggers when a new notification exists for the authenticated user.
Trigger
Scheduled
Try It
- ProjectRequired
- ListRequired
- OrganizationRequired
Trigger
Scheduled
Try It
- ProjectRequired
- ListRequired
- TaskRequired
- Target TypeRequired
- BodyRequired
Action
Write
- TaskRequired
- ProjectRequired
- Task ListRequired
- NameRequired
Action
Write
- ProjectRequired
- NameRequired
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 more Help

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About Redbooth

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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Capsule CRM + Redbooth

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

New or Updated Project

New or Updated Contact

ActionRequired

Create Project

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Add Tag to Entity

Entity TypeRequired

Create Contact

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Update Contact

Find Milestone

PipelineRequired

NameRequired

Find Contact

Search usingRequired

Find or Create Project

Search usingRequired

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Find or Create Contact

Search usingRequired

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

New Workspace

Organization

New List

Project

Organization

Create Workspace

OrganizationRequired

NameRequired

Tracks Time?

Is Public?