Capsule CRM + Scoro

Create or update Scoro quotes for new or updated Capsule CRM opportunities

Effortlessly manage your sales process by connecting Capsule CRM and Scoro with this seamless workflow. When a new or updated opportunity arises in Capsule CRM, it will create or update a quote in Scoro, ensuring consistency across both platforms. Streamline your sales pipeline and save time on manual data entry with this powerful automation.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create or Update Quote
Creates a new quote or updates an existing one.
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- 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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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

- 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
New Bill
Triggers when a new bill is created.
Trigger
Instant
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New Calendar Event
Triggers when a new calendar event is created.
Trigger
Instant
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New Company
Triggers when a new company is created.
Trigger
Instant
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New or Updated Expense
Triggers when an expense is created or modified.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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New Order
Triggers when a new order is created.
Trigger
Instant
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New Person
Triggers when a new person is created.
Trigger
Instant
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New Project
Triggers when a new project is created.
Trigger
Instant
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New Purchase Order
Triggers when a new purchase order is created.
Trigger
Instant
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New Quote
Triggers when a new quote is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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Create Calendar Event
Creates a new calendar event.
Action
Write
Create or Update Custom Entry
Creates a new custom entry or updates an existing one.
Action
Write
Create or Update Invoice
Creates a new invoice or updates an existing one.
Action
Write
Create or Update Person
Creates a new person or updates an existing one if e-mail address of the person match.
Action
Write
- ProjectRequired
- Comment textRequired
Action
Write
Create or Update Purchase Order
Creates a new purchase order or updates an existing one.
Action
Write
- InvoiceRequired
- Receipt account
- Receipt sumRequired
- Receipt date
Action
Write
- TaskRequired
- Comment textRequired
Action
Write
- Task IDRequired
- Completed datetime
Action
Write
- TaskRequired
- Start datetime
- Duration
- Is billable
- Description
- Activity type
- Is completed
Action
Write
- Company nameRequired
Action
Search
- Invoice numberRequired
Action
Search
Find Person
Find person by full name, email or ID.
Action
Search
- Purchase order numberRequired
Action
Search
- Custom field nameRequired
- Custom field valueRequired
Action
Search
- User EmailRequired
Action
Search

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- Entity TypeRequired
- Activity Type
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
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
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
New or Updated Bill
Triggers when a bill is created or modified.
Trigger
Instant
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New or Updated Calendar Event
Triggers when a calendar event is created or modified.
Trigger
Instant
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New or Updated Company
Triggers when a company is created or modified.
Trigger
Instant
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New or Updated Custom Entry
Triggers when a Custom entry is created or modified.
Trigger
Instant
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New or Updated Invoice
Triggers when an invoice is created or modified.
Trigger
Instant
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New or Updated Order
Triggers when an order is created or modified.
Trigger
Instant
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New or Updated Person
Triggers when a person is created or modified.
Trigger
Instant
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New or Updated Project
Triggers when a project is created or modified.
Trigger
Instant
Try It
New or Updated Purchase Order
Triggers when an purchase order is created or modified.
Trigger
Instant
Try It
New or Updated Quote
Triggers when an quote is created or modified.
Trigger
Instant
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New or Updated Task
Triggers when a task is created or modified.
Trigger
Instant
Try It
Create or Update Bill
Creates a new bill or updates an existing one.
Action
Write
Create or Update Company
Creates a new company or updates an existing one.
Action
Write
Create Expense
Creates a new expense.
Action
Write
Create or Update Order
Creates a new order or updates an existing one.
Action
Write
- ProjectRequired
- FileRequired
- File name
Action
Write
Create or Update Project
Creates a new project or updates an existing one.
Action
Write
Create or Update Quote
Creates a new quote or updates an existing one.
Action
Write
- TaskRequired
- FileRequired
- File name
Action
Write
- Task ID
- Task name
- Task description
- Task start datetime
- Task due datetime
- Planned duration
- Task status
- Task priority
- Is personal event
- Company name
- Person name
- Project name
- Activity type
- Responsible user
- Assignee(s)
- File
Action
Write
Update Task Under a Project
Updates a specific task under a project.
Action
Write
- Bill numberRequired
- Issuer IDRequired
Action
Search
- Custom moduleRequired
- Custom field nameRequired
- Custom field valueRequired
Action
Search
- Order numberRequired
Action
Search
- Name
- Number
Action
Search
- Quote numberRequired
Action
Search
- Project IDRequired
- Task nameRequired
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

Related categories

CRM (Customer Relationship Management)

Similar apps

About Scoro

Scoro is a comprehensive work management software – an all-in-one solution to track your time, manage projects and bill for your work

Learn more

Related categories

Project Management

Capsule CRM + Scoro

Create or update Scoro quotes for new or updated Capsule CRM opportunities

New or Updated Project

New or Updated Contact

Create Project

Add Tag to Entity

Create Contact

API Request (Beta)

Update Opportunity

Find Milestone

Find Contact

Find or Create Project

Find or Create Contact

New Bill

New Calendar Event

New Company

New or Updated Expense

New Invoice

New Order

New Person

New Project

New Purchase Order

New Quote

New Task

Create Calendar Event

Create or Update Custom Entry

Create or Update Invoice

Create or Update Person

Add Comment to a Project

Create or Update Purchase Order

Create Receipt

Add Comment to a Task

Mark Task as Done

Create Time Entry on Task

Find Company

Find Invoice

Find Person

Find Purchase Order

Find Task by Custom Field

Find User

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Create Opportunity

Create Task

Update Contact

Find Project

Find Opportunity

Find Stage

Find or Create Opportunity

New or Updated Bill

New or Updated Calendar Event

New or Updated Company

New or Updated Custom Entry

New or Updated Invoice

New or Updated Order

New or Updated Person

New or Updated Project

New or Updated Purchase Order

New or Updated Quote

New or Updated Task

Create or Update Bill

Create or Update Company

Create Expense

Create or Update Order

Attach File to a Project

Create or Update Project

Create or Update Quote

Attach File to a Task

Create or Update Task

Update Task Under a Project

Find Bill

Find Custom Entry by Custom Field

Find Order

Find Project

Find Quote

Find Task by Name

About Capsule CRM

Related categories

Similar apps