Capsule CRM + Streamtime

Create companies in Streamtime from new or updated opportunities in Capsule CRM

Stay on top of new and updated opportunities in Capsule CRM by seamlessly creating corresponding companies in Streamtime. This workflow activates when there's a new or updated opportunity in Capsule CRM, then it automatically creates a company in Streamtime. Keep your pipeline organized and ensure that your teams are aligned, reducing manual entry and maintaining a consistent workflow across both platforms.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Company
Creates a new Company.
ActionWrite

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Supported triggers and actions

What does this mean?

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
Try It
- 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
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
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
Company Created
Triggers when a Company is created
Trigger
Instant
Try It
Contact Created
Triggers when a Contact is created
Trigger
Instant
Try It
- User
Trigger
Instant
Try It
Job Deleted
Triggers when a Job is deleted.
Trigger
Instant
Try It
- Mentioned User
Trigger
Instant
Try It
- Label Type
- Label Name
Trigger
Instant
Try It
Quote Sent
Triggers when a Quote is sent to a client.
Trigger
Instant
Try It
- CompanyRequired
- First NameRequired
- Last Name
- Email
- Phone Number
- Position
Action
Write
- Job IDRequired
- Post TitleRequired
- MessageRequired
Action
Write
- Board NameRequired
Action
Write
- Job IDRequired
- MessageRequired
Action
Write
- User
- Notes
- Date
- Duration (minutes)
- StatusRequired
- Job IDRequired
- Item Name
Action
Write
- Job IDRequired
- Company NameRequired
- New Job NameRequired
- New Job Number
- Start Date
- How would you like to affect the rates on your existing items and expenses?Required
Action
Write
- Priority Board NameRequired
Action
Search
- Company Name
- First Name
- Last Name
- Email
Action
Search
- Job Number
- Job Name
Action
Search
- Quote Name
- Quote Number
Action
Search

- 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
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
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
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
Company Updated
Triggers when a Company is modified.
Trigger
Instant
Try It
Contact Updated
Triggers when a Contact is updated.
Trigger
Instant
Try It
Invoice Sent
Triggers when an Invoice is sent to a client.
Trigger
Instant
Try It
Job Created
Triggers when a Job is created.
Trigger
Instant
Try It
- Activity Type
- User
- Company
- Job Name
Trigger
Instant
Try It
- Label Type
- Label Name
Trigger
Instant
Try It
Quote Approved
Triggers when a Quote gets approved.
Trigger
Instant
Try It
- NameRequired
- Phone 1
- Phone 2
- Website Address
- Notes
- Postal Address Line 1
- Postal Address Line 2
- Postal Address Line 3
- Postal Address City
- Postal Address Post Code
- Postal Address Country
- Postal Address Region
- Physical Address Line 1
- Physical Address Line 2
- Physical Address Line 3
- Physical Address City
- Physical Address Region
- Physical Address Country
- Physical Address Post Code
Action
Write
- Job NameRequired
- Job Number
- Company NameRequired
- Budget
Action
Write
- Job IDRequired
- Expense NameRequired
- Description
- Reference
- Company
- Date
- Pricing MethodRequired
- StatusRequired
- Currency Code
- QuantityRequired
- Cost Rate
- Sell Rate
- Markup
- Total (ex tax)
Action
Write
- NotesRequired
- Date
- Duration (minutes)
- StatusRequired
Action
Write
- Label TypeRequired
- IDRequired
- NameRequired
Action
Write
- Priority Board IDRequired
- ColumnRequired
- Card TypeRequired
- ID
- Notes
Action
Write
- Branch Name
Action
Search
- Company Name
Action
Search
- Invoice Number
- Invoice Name
Action
Search
- Expense Name
- Company Name
Action
Search
- First Name
- Last Name
- Email
Action
Search

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 Help

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About Streamtime

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

Learn more Help

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PRODUCTS

CAPABILITIES

By team

Capsule CRM + Streamtime

Create companies in Streamtime from new or updated opportunities in Capsule CRM

New or Updated Project

New or Updated Contact

ActionRequired

Create Project

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Add Tag to Entity

Entity TypeRequired

Create Contact

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Update Contact

Find Milestone

PipelineRequired

NameRequired

Find Contact

Search usingRequired

Find or Create Project

Search usingRequired

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Find or Create Contact

Search usingRequired

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

Company Created

Contact Created

Job Completed

User

Job Deleted

Job Comment Created

Mentioned User

Label Removed

Label Type

Label Name