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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New or Updated Project" from Capsule CRM.

Add your action

An action happens after the trigger—such as "Create Checklist" in TeamGantt.

You’re connected!

Zapier seamlessly connects Capsule CRM and TeamGantt, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Capsule CRM to TeamGantt integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Capsule CRM and TeamGantt to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

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.

triggers, actions, or triggers and actions

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Entity Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Contact
Update an existing Contact
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
- Entity Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
- Project ID
  Required
Trigger
Polling
Try It
- Project ID
  Required
Trigger
Polling
Try It
- Company ID
  Required
Trigger
Polling
Try It
- User
  Required
Trigger
Polling
Try It
- Project ID
  Required
Trigger
Instant
Try It
- Name
  Required
- Project ID
  Required
- Parent Group Id
- Sort
Action
Write
- Name
  Required
- Company ID
  Required
- Allow scheduling on holidays
- Status
- Chart Days
- Is Template
- Has Hours Enabled
- Template
- Start Date
Action
Write
- Project ID
  Required
- Name
  Required
- Parent Group Id
- Start Date
- End Date
- Percent Complete
- Points
- Color
- Estimated Hours
- Sort
- Entity Type
  Required
- Is Starred
Action
Write
- Task Id
  Required
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
- Name
  Required
- Project ID
  Required
- Parent Group Id
- Start Date
- End Date
- Points
- Estimated Hours
- Percent Complete
- Color
- Is Starred
- Sort
- Entity Type
  Required
Action
Write

- Action
  Required
Trigger
Instant
Try It
- 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
- Due Date
  Required
- 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 using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
- 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
- Project ID
  Required
Trigger
Polling
Try It
- Company ID
  Required
Trigger
Polling
Try It
- Project ID
  Required
Trigger
Polling
Try It
- User
  Required
Trigger
Polling
Try It
- Project ID
  Required
Trigger
Polling
Try It
- Name
  Required
- Task Id
  Required
Action
Write
- Message
  Required
- Target Id
  Required
Action
Write
- Message
  Required
- Target Id
  Required
Action
Write
- Message
  Required
- Target Id
  Required
Action
Write
- Id
  Required
Action
Write
- Name
  Required
- Task Id
  Required
- Id
  Required
- Is Complete
- Sort
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.

Learn moreLearn moreHelpHelp

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About TeamGantt

TeamGantt is an intuitive project planning & management service.

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Project Management

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