Capsule CRM + Time To Pet

Capsule CRM + Time To Pet integrations

Create new Capsule CRM contacts from new prospects in Time To Pet

When a new prospect is identified in Time To Pet, let this workflow streamline your process by instantaneously creating a matching contact in Capsule CRM. Enhance your client management by having all your prospect data available and organized within your CRM system. This automation simplifies your routine, giving you more time to focus on nurturing client relationships and growing your business.

When this happens...
New Prospect CreatedTriggers when a new client creates their own account via the portal AND requires approval.
TriggerInstant
automatically do this!
Create ContactCreates a new Person or Organisation.
ActionWrite

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More things you can do with Time To Pet and Capsule CRM

Discover other triggers and actions you can use with Time To Pet and Capsule CRM

New Client Created
Triggers when a new client is created in Time To Pet.
Trigger
Instant
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New Staff Created
Triggers when a new Staff is added in your account.
Trigger
Instant
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Staff Created or Updated
Triggers when a staff is created or updated.
Trigger
Instant
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- Action
  Required
Trigger
Instant
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- Action
  Required
Trigger
Instant
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- 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

New Prospect Created
Triggers when a new client creates their own account via the portal AND requires approval.
Trigger
Instant
Try It
Client Created or Updated
Will be triggered whenever a Client has been created or when their profile details have been updated.
Trigger
Instant
Try It
- 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

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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CRM (Customer Relationship Management)

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About Time To Pet

Everything you need to manage, grow, and love your pet sitting or dog walking business.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)