Capsule CRM + TIMIFY

Create TIMIFY customers from new or updated Capsule CRM contacts

Keep your Capsule CRM contacts and TIMIFY customers in sync effortlessly with this seamless automation. Whenever a new or updated contact is added in Capsule CRM, a customer will be created in TIMIFY, ensuring your client records stay organized and up-to-date. Streamline your contact management and save valuable time with this efficient workflow.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create CustomerTo Create a Customer in Timify
ActionWrite

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More things you can do with Capsule CRM and TIMIFY

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

- Action
  Required
Trigger
Instant
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- Action
  Required
Trigger
Instant
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- 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
Group Event Participant Added
Triggers when a new participant is added to an existing group event in TIMIFY.
Trigger
Instant
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New Customer
Triggers when a customer is created.
Trigger
Instant
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New Group Event
Triggers when a new group event (with multiple participants) is created in TIMIFY.
Trigger
Instant
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New Resource
Triggers when a new resource (employee/room/etc.) is created in TIMIFY.
Trigger
Instant
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Resource Deleted
Triggers when a resource is deleted in TIMIFY.
Trigger
Instant
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Appointment Updated
Triggers when an existing appointment/booking is updated in TIMIFY.
Trigger
Instant
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Group Event Updated
Triggers when an existing group event (with multiple participants) is updated in TIMIFY.
Trigger
Instant
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- Title
  Required
- Resource ID(s)
  Required
- Duration (in minutes)
  Required
- Date & Time
  Required
- Notes
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
  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
Appointment Deleted
Triggers when an appointment is deleted in TIMIFY.
Trigger
Instant
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New Appointment
Triggers when a new appointment/booking is created in TIMIFY.
Trigger
Instant
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- Field
  Required
Trigger
Instant
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New Group Event Participant Added
Triggers when participant is added in a group event, however it only returns new participant, not all participants of that event.
Trigger
Instant
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New Service
Triggers when a new service is created in TIMIFY.
Trigger
Instant
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Resource Updated
Triggers when an existing resource is updated in TIMIFY.
Trigger
Instant
Try It
Customer Updated
Triggers when a customer is updated in TIMIFY.
Trigger
Instant
Try It
- Service
  Required
- Resource ID(s)
  Required
- Date & Time
  Required
- Duration
  Required
- Notes
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- External ID
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.

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About TIMIFY

TIMIFY is an online scheduling and resource management tool for all kind of small businesses and large enterprises.

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