Create integrations between Capsule CRM and Slack to automate any workflow
Quickly automate workflows with Capsule CRM and Slack using Zapier's templates.
Our most popular template
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- ActionRequired
Try It - Create Project
Creates a new Project.
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
- Add Tag to Entity
Adds a Tag to an Entity.
- Entity TypeRequired
- New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- ActionRequired
Try It - Add Note to Entity
Adds a Note to an Entity.
- Entity TypeRequired
- NoteRequired
- Create Opportunity
Creates a new Opportunity.
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags