Capsule CRM + Workiro

Capsule CRM + Workiro integrations

Create Workiro connections for new or updated Capsule CRM opportunities

Keep your Capsule CRM opportunities organized and accelerate your communication with this Workiro workflow. When a new or updated opportunity arises in Capsule CRM, it will automatically create a connection in Workiro, ensuring that you stay on top of your tasks and maintain productive relationships. This seamless integration enables you to manage your CRM data, enhance collaboration, and drive sales effectively.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create PersonCreates or updates a person connection in Workiro.
ActionWrite

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More things you can do with Capsule CRM and Workiro

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

- 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
- Other Participants
  Required
- Subject
  Required
- Extra Information
- Attachments
- File Name
- Private Tags
Action
Write
- Add Participants
- Assigned To
- Subject
  Required
- Extra Information
- Due Date
- Attachments
- File Name
- Private Tags
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
- Email
  Required
- First Name
- Last Name
- Relationship
Action
Write
- Name
  Required
- Relationship
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 Workiro

Workiro gives you one place to store, share, and collaborate on your work. Including tasks, projects, documents, and electronic signatures.

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