Capsule CRM + Sign In Scheduling

Create new Sign In Scheduling customers from new or updated Capsule CRM contacts

Easily manage contacts and appointments with this workflow that connects Capsule CRM with Sign In Scheduling. When a new or updated contact is added to Capsule CRM, the automation creates a new customer in 10to8, ensuring your contacts and bookings are always up-to-date. Save time on manual data entry, while keeping your client database organized and complete.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create New Customer
Creates a new Customer in 10to8.
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
Try It
- OrganisationRequired
- Start Date & TimeRequired
- End Date & TimeRequired
- Title
- Staff Id
Action
Write

- ActionRequired
Trigger
Instant
Try It
- 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.

Learn more