Capsule CRM + Targetprocess

Create Targetprocess user stories for new or updated Capsule CRM opportunities

Effortlessly manage your sales pipeline and product development in one seamless workflow. With this automation, whenever a new or updated opportunity is detected in Capsule CRM, a user story will be created in Targetprocess. Keep your team updated on potential business growth while staying focused on product enhancements.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create User Story
Creates a User Story, a statement of end user requirements in a couple of sentences. User Story can be assigned to Iteration or Release.
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- 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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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

- 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
New Build
Triggers when a new Build is added by user.
Trigger
Polling
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New Feature
Triggers when new Feature is added by user.
Trigger
Polling
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New Release
Triggers when a new Release is added.
Trigger
Polling
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New Task
Triggers when a new Task is added by user.
Trigger
Polling
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New Time
Triggers when a new Time record is added to some Entity by User.
Trigger
Polling
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Add Requester to Request
Create new User-Requester and attach her to existing Request.
Action
Write
Create Bug
Creates a new Bug (defect, error, flaw, mistake, failure or fault in a computer program). Can relate to User Story. Can be assigned to Release and Iteration.
Action
Write
Create Comment
Appends a new Comment to existing Entity.
Action
Write
Create Request
Creates a Request, which can represent idea, issue or question from users.
Action
Write
Create Time
Create a Time record by User for specific Entity.
Action
Write
Delete Entity
Deletes an Entity, which follows selected criteria.
Action
Write

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- Entity TypeRequired
- Activity Type
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
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
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
New Bug
Triggers when a new Bug is added.
Trigger
Polling
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New Comment
Triggers when a new Comment is added to some Entity.
Trigger
Polling
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New Iteration
Triggers when a new Iteration is added.
Trigger
Polling
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New Request
Triggers when a new Request is added.
Trigger
Polling
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New Team Iteration
Triggers when a new Team Iteration is added.
Trigger
Polling
Try It
New User Story
Triggers when a new User Story is added.
Trigger
Polling
Try It
Change State
Change state of existing Entity. .
Action
Write
Create Build
Creates a Build entity in a project. Bugs and source code Revisions can be assigned to Build.
Action
Write
Create Feature
Create a Feature, a high-level requirement which contains User Stories.
Action
Write
Create Task
Creates a Task, a small chunk of work, typically less than 16 hours. Task must relate to User Story.
Action
Write
Create User Story
Creates a User Story, a statement of end user requirements in a couple of sentences. User Story can be assigned to Iteration or Release.
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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