Capsule CRM + Worktual Contact Centre

Capsule CRM + Worktual Contact Centre integrations

Create new Worktual Contact Centre contacts from new or updated Capsule CRM contacts

Keep your contacts up to date effortlessly with this workflow. When there's a new or updated contact in Capsule CRM, it will create a corresponding entry in the Worktual Contact Centre. This not only saves you the time but also ensures important contact information is readily available across your platforms. Stay organized and efficient with this real-time contact sharing setup.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create ContactCreate a new contact in the Worktual
ActionWrite

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More things you can do with Capsule CRM and Worktual Contact Centre

Discover other triggers and actions you can use with Capsule CRM and Worktual Contact Centre

- 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 Agent
Triggers when a new agent is created
Trigger
Polling
Try It
New Contact
Triggers when a new contact is available.
Trigger
Polling
Try It
New SMS
Get a new sms list
Trigger
Polling
Try It
New Ticket Tags
Get all Ticket tags In your worktual Account
Trigger
Polling
Try It
- Ticket Id
  Required
- Tag Name
  Required
Action
Write
- Ticket Subject
  Required
- Ticket Description
  Required
- Ticket Requester Name
  Required
- Ticket Priority
  Required
- Ticket Type
  Required
Action
Write
- Receiver Email
  Required
- Subject
- Content
  Required
Action
Write
- Contact
  Required
- First Name
- Last Name
- Email
- Phone Number
- Address
- Location
- City
- State
- Country
- Postal Code
- TimeZone
Action
Write
- Email
  Required
Action
Search
- Ticket ID
Action
Search

- 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
End Chat
Triggers when a chat is ended
Trigger
Polling
Try It
New Call
Get a new call list
Trigger
Polling
Try It
New Visitor in Queue in Worktual
Triggers when a new visitor queue is created
Trigger
Polling
Try It
New Ticket
Triggers when a new ticket is created
Trigger
Polling
Try It
- Ticket ID
  Required
- Comments
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- Email
  Required
- Address
- Location
- City
- State
- Country
- Postal Code
- TimeZone
Action
Write
- Email
  Required
Action
Write
- Phone Number
  Required
- Message
  Required
Action
Write
- Ticket ID
  Required
- Ticket Priority
  Required
- Ticket Type
  Required
- Ticket Status
  Required
Action
Write
- Email
  Required
Action
Search

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 Worktual Contact Centre

Worktual offers customer service which turn your customer-support agents to optimize your customer experience, engagement, and satisfaction.

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