Capsule CRM + Teamwork Desk

Capsule CRM + Teamwork Desk integrations

Create new Teamwork Desk customers from new or updated Capsule CRM contacts

Keep your customer interactions efficient and up-to-date with this simple workflow. Whenever there's a new or updated contact in Capsule CRM, it creates a corresponding customer in Teamwork Desk. This ensures that your customer information remains consistent across both platforms, saving you time and preventing potential communication errors.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create CustomerCreates a new customer.
ActionWrite

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More things you can do with Capsule CRM and Teamwork Desk

Discover other triggers and actions you can use with Capsule CRM and Teamwork Desk

- 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
- 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
New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
- Inbox Filter
Trigger
Instant
Try It
- Inbox Filter
Trigger
Instant
Try It
- Inbox Filter
Trigger
Instant
Try It
- Ticket
  Required
- Assign To
  Required
Action
Write
- Inbox
  Required
- Customer ID or Customer Email
  Required
- CC
- BCC
- Subject
  Required
- Message
  Required
- Assigned To
- Source
  Required
- Type
  Required
- Status
  Required
- Priority
- Tags
- Notify Customer
- Message Format
- Notify Creating Agent
- Task ID
Action
Write
- Ticket
  Required
Action
Write
- Ticket
  Required
- Inbox
- Source
- Type
- Customer ID
- Subject
- Message
- Message Format
- Status
- Assigned To
- Priority
- Tags
Action
Write
- Search Keywords
  Required
Action
Search
- Search Keywords
  Required
- Inbox
  Required
- Customer ID or Customer Email
  Required
- CC
- BCC
- Subject
  Required
- Message
  Required
- Assigned To
- Source
  Required
- Type
  Required
- Status
  Required
- Priority
- Tags
- Notify Customer
- Message Format
- Notify Creating Agent
- Task ID
Action
Search or 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
  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
- Inbox Filter
Trigger
Instant
Try It
- Inbox Filter
Trigger
Instant
Try It
- Inbox Filter
Trigger
Instant
Try It
- Inbox Filter
Trigger
Instant
Try It
- Ticket
  Required
- Type
  Required
- Message Format
- Cc
- Bcc
- Body
  Required
- Status
  Required
- Assigned To
- Agents to Notify
- Make This a Draft?
  Required
- Make this pinned?
  Required
Action
Write
- First Name
- Last Name
- Email
  Required
- Alternative email addresses
- Company
- Job Title
- Phone
- Mobile
- Twitter
- Facebook
- Linked In
- Address
- Notes
- Avatar URL
Action
Write
- Ticket
  Required
- Task ID
  Required
Action
Write
- Customer
  Required
- First Name
- Last Name
- Email
- Company
- Job Title
- Phone
- Mobile
- Twitter
- Facebook
- Linked In
- Address
- Notes
- Avatar URL
Action
Write
- Search Keywords
  Required
Action
Search
- Search Keywords
  Required
- First Name
- Last Name
- Email
  Required
- Alternative email addresses
- Company
- Job Title
- Phone
- Mobile
- Twitter
- Facebook
- Linked In
- Address
- Notes
- Avatar URL
Action
Search or 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 Teamwork Desk

Teamwork Desk makes it easy for your team to handle any customer support queries that come their way.

Learn moreLearn moreHelpHelp

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Customer Support