Capsule CRM + WeQuote

Capsule CRM + WeQuote integrations

Turn new or updated Capsule CRM contacts into customers in WeQuote

Automate your customer management process with this workflow. Whenever there's a new or updated contact in Capsule CRM, it instantly creates a customer profile in the WeQuote app. This efficient workflow helps to streamline customer data management, ensuring your WeQuote data remains consistent with your Capsule CRM information.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create a CustomerCreates a Customer on WeQuote using the supplier information.
ActionWrite

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More things you can do with Capsule CRM and WeQuote

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

- 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
List Secondary Companies
List secondary companies added to your WeQuote account
Trigger
Polling
Try It
- Quote ID
  Required
Trigger
Polling
Try It
List Currencies
List all the currencies enabled in the Wequote account
Trigger
Polling
Try It
- Project ID
  Required
- Supplier ID
- Status
Trigger
Polling
Try It
List Product
List all products in an organisation
Trigger
Polling
Try It
- Quote ID
  Required
Trigger
Polling
Try It
List Suppliers
List the suppliers under your organisation
Trigger
Polling
Try It
Purchase Order Status Changed
Triggers when a PO status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Trigger
Instant
Try It
Project Status Changed
Triggers when a Project status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Trigger
Instant
Try It
Quote Status Changed
Triggers when a quote status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Trigger
Instant
Try It
- Project ID
  Required
- Document Name
  Required
- Document URL
  Required
Action
Write
- Quote ID
  Required
- Area ID
- Product ID
  Required
- Quantity
  Required
- Category ID
- Cost Price
- Sell Price
Action
Write
- Original Quote ID
  Required
- Customer ID
  Required
- Quote Number
- Description / Name
  Required
- Assignee Email
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
Action
Write
- Customer Name
  Required
- Account Number
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Phone Number
- Email Address
- Website URL
- Notes
Action
Write
- Customer ID
  Required
- Contact ID
- Quote Number
- Quote Description / Name
  Required
- Assignee Email
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Currency ID
- Secondary Company ID
Action
Write
- Quote ID
  Required
- Type
  Required
- Area Group ID
- Description
  Required
- Heading Content
- Image ID
Action
Write
- Quote ID
  Required
Action
Write
- Quote ID
  Required
- Type
  Required
- Area Group ID
- Description
  Required
- Heading Content
- Image ID
Action
Search
- Quote ID
  Required
- Description
Action
Search
- Customer ID
  Required
- First Name
- Surname
Action
Search
- Project ID
  Required
- Purchase Order Number
- Supplier ID
- Status
Action
Search
- Quote Number
- Quote Description
Action
Search
- Supplier Name
Action
Search
- WeQuote ID
  Required
Action
Search
- Purchase Order ID
  Required
Action
Search
- Project ID
  Required
Action
Search
- Supplier ID
  Required
Action
Search
- Customer ID
  Required
- First Name
- Surname
- First Name
  Required
- Surname
- Position
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Country
- Postcode
- Mobile
- Email
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
Customer Created
Triggers when a Customer is created
Trigger
Instant
Try It
- Quote ID
  Required
Trigger
Polling
Try It
- Quote ID
  Required
Trigger
Polling
Try It
List Invoices
List all invoices ordered by most recently created
Trigger
Polling
Try It
- Purchase Order ID
  Required
Trigger
Polling
Try It
List Project
List the projects under your organisation
Trigger
Polling
Try It
List Subsystems
List all the subsystems in the organisation
Trigger
Polling
Try It
Purchase Order Created
Triggers when a PO is created
Trigger
Instant
Try It
Project Created
Triggers when a Project is created
Trigger
Instant
Try It
Quote Created
Triggers when a quote is created or cloned
Trigger
Instant
Try It
- Customer ID
  Required
- First Name
  Required
- Surname
- Position
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Country
- Postcode
- Mobile
- Email
Action
Write
- Project ID
  Required
- Note
  Required
Action
Write
- Purchase Order ID
  Required
- Status
  Required
Action
Write
- Project ID
  Required
- Supplier ID
  Required
Action
Write
- Purchase Order ID
  Required
- Quantity
  Required
- SKU
- Manufacturer Name
- Model
- Description
- Unit Cost
- Received Quantity
Action
Write
- Quote ID
  Required
- Blank Revision
Action
Write
- Quote ID
  Required
Action
Write
- Quote ID
  Required
Action
Write
- Customer Name
- Account Number
Action
Search
- Quote ID
  Required
- Description
Action
Search
- Invoice Number
- Description
Action
Search
- Project Number
- Description
Action
Search
- Description
  Required
Action
Search
- ID
  Required
Action
Search
- Invoice ID
  Required
Action
Search
- SKU
  Required
- Catalogue ID
Action
Search
- Area or Area Group ID
  Required
Action
Search
- Customer Name
  Required
- Account Number
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Phone Number
- Email Address
- Website URL
- Notes
Action
Search or write
- Quote Number
- Quote Description
- Customer ID
  Required
- Contact ID
- Quote Description / Name
  Required
- Assignee Email
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Currency ID
- Secondary Company ID
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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CRM (Customer Relationship Management)

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About WeQuote

WeQuote is a cloud-based quoting platform built for integrators to quote quickly. Stop manually adding parts and start quoting immediately.

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