Capsule CRM + Socket

Capsule CRM + Socket integrations

Create clients in Socket from new or updated opportunities in Capsule CRM

Keep your customer information updated seamlessly between Capsule CRM and Socket. With this workflow, every time there's a new or updated opportunity in Capsule CRM, a corresponding client is created in Socket. This ensures that your client data in Socket is constantly updated, saving you time and reducing manual data entry. Stop worrying about data inconsistencies and focus more on closing the deal!

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create ClientCreates a new client in Socket.
ActionWrite

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More things you can do with Capsule CRM and Socket

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

- Action
  Required
Trigger
Instant
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- Action
  Required
Trigger
Instant
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- 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
Proposal Adjustment Started
Triggers when a proposal adjustment is started.
Trigger
Instant
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Proposal Closed
Triggers when a proposal is closed.
Trigger
Instant
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Proposal Deleted
Triggers when a proposal is deleted.
Trigger
Instant
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Proposal Lost
Triggers when a proposal is marked as lost.
Trigger
Instant
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Proposal Renewal Started
Triggers when a proposal renewal is started.
Trigger
Instant
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Proposal Reverted to Draft
Triggers when a proposal is reverted to draft status.
Trigger
Instant
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Proposal Start Date Confirmed
Triggers when a proposal start date is confirmed.
Trigger
Instant
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Proposal Superseded
Triggers when a proposal is superseded by another proposal.
Trigger
Instant
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Proposal Won (Client Approved)
Triggers when a proposal is won through client approval.
Trigger
Instant
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- Client Name
  Required
- Entity Type
- Status
- Company Registration Number
- Tax Country Code
- Client Code
- Client Aliases
- Primary Contact Name
  Required
- Primary Contact Email
  Required
- Primary Contact Phone
Action
Write

- Action
  Required
Trigger
Instant
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- 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
Proposal Activated
Triggers when a proposal becomes active.
Trigger
Instant
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Proposal Changes Requested
Triggers when a team member requests changes to a proposal (Pro Features only).
Trigger
Instant
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Proposal Created
Triggers when a new proposal is created.
Trigger
Instant
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Proposal in Review
Triggers when a proposal is moved to in-review status (Pro Features only).
Trigger
Instant
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Proposal Pending
Triggers when a proposal is sent to a client and is awaiting their response.
Trigger
Instant
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Proposal Resent
Triggers when a proposal is resent to the client.
Trigger
Instant
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Proposal Sending
Triggers when a proposal is being sent to the client. This is a short-lived status, and either goes to "pending" when sent successfully, or back to "draft" if not sent.
Trigger
Instant
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Proposal Status Changed
Triggers when an existing proposal changes status.
Trigger
Instant
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Proposal Won
Triggers when a proposal is won.
Trigger
Instant
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Proposal Won (Internally Approved)
Triggers when a proposal is won through internal approval.
Trigger
Instant
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- Lead Lane
- Lead Title
- Lead Temperature
- Deal Size
- Deal Value
- Client Name
  Required
- Client Entity Type
- Registration Number
- Client Code
- Contact Name
  Required
- Contact Email
  Required
- Contact Phone Number
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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About Socket

Socket is a client engagement system for accountants and bookkeepers that seamlessly connects your proposal, engagement letter, and billing workflow.

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