Capsule CRM + Sign In Scheduling

Create blocked off times in Sign In Scheduling for new or updated opportunities in Capsule CRM

Keep your calendar in sync with your CRM by automating the process of adding blocked-off time when new or updated opportunities arise in Capsule CRM. With this workflow, whenever an opportunity is created or updated in Capsule CRM, a corresponding blocked-off time will be added to your Sign In Scheduling calendar. This ensures that your schedule stays up-to-date and prevents potential booking conflicts.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Add Blocked Off Time
Block off a new range of time in your diary.
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
- OrganisationRequired
Trigger
Polling
Try It
- OrganisationRequired
- Time Before/After Appointment
Trigger
Polling
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- OrganisationRequired
Trigger
Polling
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- OrganisationRequired
- Start Date & TimeRequired
- End Date & TimeRequired
- Title
- Staff Id
Action
Write

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
Try It
- 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
- OrganisationRequired
Trigger
Polling
Try It
- OrganisationRequired
Trigger
Polling
Try It
- OrganisationRequired
Trigger
Polling
Try It
- OrganisationRequired
Trigger
Polling
Try It
- OrganisationRequired
- Customer NameRequired
- Customer Email Address
- Customer Phone Number
- Customer Phone Number - Country Code
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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