Capsule CRM + Timely Time Tracking

Capsule CRM + Timely Time Tracking integrations

Create Timely Time Tracking projects for new or updated Capsule CRM opportunities

Keep your projects and opportunities organized with this seamless Capsule CRM and Timely Time Tracking workflow. When a new or updated opportunity arises in Capsule CRM, a project is created in Timely Time Tracking, ensuring you stay on top of your business dealings while efficiently managing your time. Say goodbye to manual updates and let this automation handle the process for you.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create ProjectCreates a project.
ActionWrite

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More things you can do with Capsule CRM and Timely Time Tracking

Discover other triggers and actions you can use with Capsule CRM and Timely Time Tracking

- 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
- Workspace
  Required
Trigger
Polling
Try It
- Workspace
  Required
Trigger
Polling
Try It
- Workspace
  Required
Trigger
Polling
Try It
- Workspace
  Required
Trigger
Polling
Try It
- Workspace
  Required
- Log time for another user
- Date
  Required
- Note
- Project
  Required
- Logged duration (in hours)
  Required
- Logged Duration (in minutes)
  Required
- Timestamp (Start)
- Timestamp (End)
- Planned duration (in hours)
- Planned duration (in minutes)
- Tags
- External ID
Action
Write
- Workspace
  Required
- Title
  Required
- Description
- Project
  Required
- Tags
- User
- Estimated effort of the task in minutes
  Required
- Start date
  Required
- End date
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Workspace
  Required
- Tag List Name
  Required
- Tag Name
Action
Search
- Workspace
  Required
- Search Term Category
  Required
- Search Term
  Required
Action
Search
- Workspace
  Required
- Client Identification
  Required
- Search Term Category
  Required
- Search Term
  Required
- Name
  Required
- Client Identification Preference
- Project Description
- Color
  Required
- External ID
- Require a note to be added to each hour logged for this project
  Required
- User Identification Preference
- User Identification (Not Required for All Users)
- Hour Rate Type
- Hour Rate
- Budget Type
- Budget Amount
- Recurring Budget
- Tags
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
New Workspace
Triggers when a workspace is created.
Trigger
Polling
Try It
- Workspace
  Required
Trigger
Polling
Try It
- Workspace
  Required
Trigger
Polling
Try It
- Workspace
  Required
- Entry types
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Name
  Required
- External ID
Action
Write
- Workspace
  Required
- Name
  Required
- Client Identification Preference
- Client Identification
  Required
- Project Description
- Color
  Required
- External ID
- Require a note to be added to each hour logged for this project
  Required
- User Identification Preference
- User Identification (Not Required for All Users)
- Hour Rate Type
- Hour Rate
- Budget Type
- Budget Amount
- Recurring Budget
- Tags
Action
Write
- Workspace
  Required
- Name
  Required
- Email
  Required
- Role
  Required
- Add person to all projects
- Projects
- Default billable rate
- Cost rate
Action
Write
- Workspace
  Required
- Search Term Category
  Required
- Search Term
  Required
Action
Search
- Workspace
  Required
- Client
  Required
- Search Term Category
  Required
- Search Term
  Required
Action
Search
- Workspace
  Required
- Search Term Category
  Required
- Search Term
  Required
- Name
  Required
- External ID
Action
Search or write
- Workspace
  Required
- Search Term Category
  Required
- Search Term
  Required
- Name
  Required
- Email
  Required
- Role
  Required
- Add person to all projects
- Projects
- Default billable rate
- Cost rate
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 Timely Time Tracking

Timely Time Tracking automates company time tracking, so everyone can focus on the work that matters.

Learn moreLearn moreHelpHelp

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Time Tracking Software

Related Zap Templates

Add or update Capsule CRM contacts to create clients in Timely Time Tracking

Related Zap Templates

Add or update Capsule CRM contacts to create clients in Timely Time Tracking