Capsule CRM + Rex

Create leads in Rex from new or updated opportunities in Capsule CRM

Stay on top of your sales opportunities with this efficient automation. When a new or updated opportunity arises in Capsule CRM, this workflow will instantly create a lead in the Rex app, ensuring your real estate business remains updated and organized. By connecting Capsule CRM and Rex, you'll save valuable time, improve teamwork, and streamline your sales process.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Lead
Creates a Lead
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
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
- TagRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
- TagRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
- Limit to Mailing List
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
- TagRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
- Lead IDRequired
- AssigneeRequired
Action
Write
- Your Rex Agency AccountRequired
- Match Profile CategoryRequired
- Contact IDRequired
- Suburbs
- Min Price
- Max Price
- Min Bedrooms
- Max Bedrooms
- Min Bathrooms
- Max Bathrooms
- Email Campaign Frequency
- SMS Campaign Frequency
Action
Write
- Your Rex Agency AccountRequired
- TypeRequired
- Due dateRequired
- RemindeeRequired
- PriorityRequired
- Contact ID
- Listing ID
- Property ID
- DescriptionRequired
Action
Write
- Your Rex Agency AccountRequired
- Record TypeRequired
- Record IDRequired
- TagRequired
Action
Write
- Your Rex Agency AccountRequired
- TrackRequired
- Contact ID
- Listing ID
- Property ID
- Start date
- Remindee Override
Action
Write
- Your Rex Agency AccountRequired
- Calendar Event ID
Action
Search
- Your Rex Agency AccountRequired
- Search type
- Search value
Action
Search

- 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
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
- Limit to Lead Types
- Limit to Lead Assignees
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
- Limit to type
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
- Limit to Mailing List
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
Trigger
Instant
Try It
- Your Rex Agency AccountRequired
- Send From
- Contact ID (Recipient)
- CC Contact IDs
- BCC Contact IDs
- Related Listing ID
- Related Property ID
- Mail merge template
- Subject
- Body
Action
Write
- Your Rex Agency AccountRequired
- TypeRequired
- Contact NameRequired
- Contact Email
- Contact Phone
- Listing Address
- Listing ID
- Property Address
- Subject
- Assignee Override
- Notes
Action
Write
- Your Rex Agency AccountRequired
- TypeRequired
- Contact IDs
- Property IDs
- NoteRequired
Action
Write
- Your Rex Agency AccountRequired
- Send From
- Contact ID (Recipient)
- Related Listing ID
- Related Property ID
- Mail merge template
- Body
Action
Write
- Your Rex Agency AccountRequired
- Record TypeRequired
- Record IDRequired
- TagRequired
Action
Write
- Your Rex Agency AccountRequired
- Associated record typeRequired
- Record IDRequired
Action
Write
- Your Rex Agency AccountRequired
- Search type
- Search value
Action
Search
- Your Rex Agency AccountRequired
- Search type
- Search value
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 Rex

Thousands of agencies across Aus, NZ and UK are powered by Rex's cloud and mobile real estate platform.

Help

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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By team

Capsule CRM + Rex

Create leads in Rex from new or updated opportunities 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

Calendar Event Created

Your Rex Agency AccountRequired

Contact Created

Your Rex Agency AccountRequired

Tag Added to Contact

Your Rex Agency AccountRequired

TagRequired

Contract Status Changed

Your Rex Agency AccountRequired

Listing Created