Capsule CRM + WooCommerce

Create new Capsule CRM projects from new WooCommerce orders

Elevate your business productivity with this seamless workflow. As soon as a new order is received in WooCommerce, a connected project is instantly created in Capsule CRM. This provides a holistic view of your sales journey, simplifies order tracking, and escalates project management efficiency. Empower your business operations with this smart system.

When this happens...
Order
Triggers when any Order is created, updated, deleted, etc.
TriggerInstant
automatically do this!
Create Project
Creates a new Project.
ActionWrite

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Supported triggers and actions

What does this mean?

- Trigger RuleRequired
Trigger
Instant
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- Trigger RuleRequired
Trigger
Instant
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- Trigger RuleRequired
Trigger
Instant
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- Trigger RuleRequired
Trigger
Instant
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- Trigger RuleRequired
Trigger
Instant
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- Trigger RuleRequired
Trigger
Instant
Try It
Update Coupon
Updates an existing Coupon.
Action
Write

Update Customer
Updates an existing Customer.
Action
Write
Create Order Note
Creates a new Order Note.
Action
Write
Create Product
Creates a new Product or Variation.
Action
Write
Update Product Stock Quantity
Manage the stock quantity and stock status of an existing Product or Variation by SKU or ID.
Action
Write
Create Subscription
Creates a new Subscription.
Action
Write
Update Subscription
Updates an existing Subscription.
Action
Write
Update User Membership
Updates an existing User Membership.
Action
Write
Find Coupon
Finds a Coupon by searching.
Action
Search
Find Membership Plan
Finds a Membership Plan by searching.
Action
Search
Find Order
Finds an Order by searching.
Action
Search
Find Subscription Note
Finds a Subscription Note by searching.
Action
Search
Find User Membership
Finds a User Membership by searching.
Action
Search
Find or Create Customer
Finds a Customer by searching.
Action
Search or write
Find or Create Order
Finds an Order by searching.
Action
Search or write
Find or Create Subscription Note
Finds a Subscription Note by searching.
Action
Search or write
Find or Create User Membership
Finds a User Membership by searching.
Action
Search or write
- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
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- Entity TypeRequired
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
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
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write

- Trigger RuleRequired
Trigger
Instant
Try It
- Trigger RuleRequired
Trigger
Instant
Try It
- Trigger RuleRequired
Trigger
Instant
Try It
- Trigger RuleRequired
Trigger
Instant
Try It
- Trigger RuleRequired
Trigger
Instant
Try It
Create Coupon
Creates a new Coupon.
Action
Write
Create Customer
Creates a new Customer.
Action
Write
Create Order
Creates a new Order.
Action
Write
Update Order
Updates an existing Order.
Action
Write
Update Product Price
Manage the regular price or sale price of an existing Product or Variation by SKU or ID.
Action
Write
Update Product
Updates an existing Product or Variation.
Action
Write
Create Subscription Note
Creates a new Subscription Note.
Action
Write
Create User Membership
Creates a new User Membership.
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Find Customer
Finds a Customer by searching.
Action
Search
Find Order Note
Finds an Order Note by searching.
Action
Search
Find Product
Finds a Product or Variation by searching.
Action
Search
Find Subscription
Finds a Subscription by searching.
Action
Search
Find or Create Coupon
Finds a Coupon by searching.
Action
Search or write
Find or Create Order Note
Finds an Order Note by searching.
Action
Search or write
Find or Create Product
Finds a Product or Variation by searching.
Action
Search or write
Find or Create Subscription
Finds a Subscription by searching.
Action
Search or write
- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
Action
Write
- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- 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.

Learn more Help

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About WooCommerce

WooCommerce is the eCommerce platform for WordPress. This connection requires a paid extension.

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PRODUCTS

CAPABILITIES

By team

Capsule CRM + WooCommerce

Create new Capsule CRM projects from new WooCommerce orders

Booking

Customer

Trigger RuleRequired

Order

Trigger RuleRequired

Order Note

Trigger RuleRequired

Subscription

Trigger RuleRequired

User Membership

Trigger RuleRequired

Update Coupon

Update Customer

Create Order Note

Create Product

Update Product Stock Quantity

Create Subscription

Update Subscription

Update User Membership

Find Coupon

Find Membership Plan

Find Order

Find Subscription Note

Find User Membership

Find or Create Customer

Find or Create Order

Find or Create Subscription Note

Find or Create User Membership

New or Updated Opportunity

ActionRequired

New or Updated Task

ActionRequired

Add Note to Entity

Entity TypeRequired

NoteRequired

Create Opportunity

ContactRequired

PipelineRequired

NameRequired

Description

Expected Close Date

Actual Close Date

Value

Currency

Duration Basis

Owner

Track

Tags

Create Task

DescriptionRequired

Due DateRequired

Detail

Category

Owner

Entity Type

Update Opportunity

Find Project

Search usingRequired

Find Opportunity

Search usingRequired

Find Stage

BoardRequired

NameRequired

Find or Create Opportunity

Search usingRequired

ContactRequired

PipelineRequired

NameRequired

Description

Expected Close Date

Actual Close Date

Value

Currency

Duration Basis

Owner