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Capsule CRM + Streamtime

Create Streamtime jobs for new or updated Capsule CRM opportunities

Keep your sales and project management in sync with this Capsule CRM and Streamtime automation. Whenever a new or updated opportunity is detected in Capsule CRM, this workflow will create a job in Streamtime for easy tracking and management. Stay organized and up-to-date on your opportunities without any manual effort.

Keep your sales and project management in sync with this Capsule CRM and Streamtime automation. Whenever a new or updated opportunity is detected in Capsule CRM, this workflow will create a job in Streamtime for easy tracking and management. Stay organized and up-to-date on your opportunities without any manual effort.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    StreamtimeStreamtime
    Create Job

    Creates a new Job in the system.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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streamtime logo
streamtime logo

About Streamtime

Intuitive project management, time tracking with auto-populated to-do lists, deep analytics, team scheduling and much more.

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