Capsule CRM + Timesheet

Capsule CRM + Timesheet integrations

Create projects in Timesheet for new or updated opportunities in Capsule CRM

Effortlessly manage your projects by connecting Capsule CRM and Timesheet. With this workflow, every time a new or updated opportunity occurs in Capsule CRM, a corresponding project is created in Timesheet. This seamless integration allows you to keep track of projects related to your opportunities, making it easier to plan resources and stay on top of your business.

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

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More things you can do with Capsule CRM and Timesheet

Discover other triggers and actions you can use with Capsule CRM and Timesheet

- 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 Rate
Triggers when a new Rate is added.
Trigger
Instant
Try It
New Task
Triggers when a new Task is added.
Trigger
Instant
Try It
- Title
  Required
- Client
- Description
- Office
- Salary/h
- Color
Action
Write
- Email
  Required
- Report
  Required
- Projects
- Date Range
  Required
- Type
- Filter
- Exported Fields
  Required
- Summarize data columns
- Format
- Filename
Action
Write
- Project
  Required
- Start Date
  Required
- End Date
  Required
- Description
- Location
- Billable
Action
Write
- Text
  Required
Action
Search
- Text
  Required
Action
Search
- Text
  Required
Action
Search
- Text
  Required
- Title
  Required
- Factor
- Extra/h
Action
Search or write
- Text
  Required
- Project
  Required
- Start Date
  Required
- End Date
  Required
- Description
- Location
- Billable
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 Project
Triggers when a new Project is added.
Trigger
Instant
Try It
New Tag
Triggers when a new Tag is added.
Trigger
Instant
Try It
New Team
Triggers when a new Team is added.
Trigger
Instant
Try It
- Title
  Required
- Factor
- Extra/h
Action
Write
- Name
  Required
- Color
Action
Write
- Name
  Required
- Description
Action
Write
- Text
  Required
Action
Search
- Text
  Required
Action
Search
- Text
  Required
- Title
  Required
- Client
- Description
- Office
- Salary/h
- Color
Action
Search or write
- Text
  Required
- Name
  Required
- Color
Action
Search or write
- Text
  Required
- Name
  Required
- Description
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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About Timesheet

Timesheet is a mobile Time Tracker which allows you the recording of your working hours with a simple push of a button.

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