Capsule CRM + Siigo

Capsule CRM + Siigo integrations

Create Siigo customers from new or updated Capsule CRM contacts

Effortlessly keep your Capsule CRM contacts in sync with your Siigo customers using this seamless workflow. When a new or updated contact is added in Capsule CRM, a customer will be created or updated in Siigo, saving you time and ensuring consistent customer data across both platforms. Streamline your contact management process and focus on what truly matters – growing your business.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create CustomerCreates a new customer.
ActionWrite

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More things you can do with Capsule CRM and Siigo

Discover other triggers and actions you can use with Capsule CRM and Siigo

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- 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

- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write
- Documento (Document)
- Fecha (Date)
  Required
- Vendedor (Seller)
  Required
- Identificación (Identification)
  Required
- Sucursal (Branch Office)
- Código (Code)
  Required
- Cantidad (Quantity)
  Required
- Precio (Price)
  Required
- Payment (Pago)
  Required
Action
Write

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- Tipo de Persona (Person Type)
  Required
- Tipo identificación (Id Type)
  Required
- Identificación (Identification)
  Required
- Nombre (Name)
  Required
- Apellido (Last Name)
- Teléfono (Phone)
  Required
- Direccón (Address)
  Required
- Código del país (Country Code)
- Código del estado (State Code)
- Código de la ciudad (City code)
- Nombre (Contact first name)
  Required
- Apellido (Contact last name)
  Required
- Correo electrónico (Contact email)
  Required
Action
Write
- Código (Code)
  Required
- Nombre del producto / Servicio (Name)
  Required
- Grupo de inventario (Account Group)
  Required
- Maneja control de inventarios (Stock Control)
- Clasificación tributaria (Tax Classification)
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 moreLearn moreHelpHelp

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About Siigo

Siigo Nube is an Accounting and Administrative software for SMBs companies.

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