Capsule CRM + Wufoo + Process Street Integrations
How to connect Capsule CRM + Wufoo + Process Street
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Do even more with Capsule CRM + Wufoo + Process Street
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Capsule CRM, Wufoo, and Process Street. And don’t forget that you can add more apps and actions to create complex workflows.
New or Updated CaseTriggers when a given action is performed on a Case.Trigger- New or Updated OpportunityTriggers when a given action is performed on an Opportunity.Trigger
- New or Updated ContactTriggers when a given action is performed on a Contact.Trigger
- New or Updated TaskTriggers when a given action is performed on a Task.Trigger
- Create CaseCreates a new Case.Action
- Add Note to EntityAdds a Note to an Entity.Action
- Add Tag to EntityAdds a Tag to an Entity.Action
- Create OpportunityCreates a new Opportunity.Action
- Capsule CRM
Creates a new Person / Organisation.
Scheduled
Action
- Capsule CRM
Creates a new Task.
Scheduled
Action
- Capsule CRM
Finds a Case.
Scheduled
Action
- Capsule CRM
Finds a Milestone.
Scheduled
Action
- Capsule CRM
Finds a Opportunity.
Scheduled
Action
- Capsule CRM
Finds a Contact.
Scheduled
Action
- Capsule CRM
Find a Case, or Create if one does not exist.
Scheduled
Action
- Capsule CRM
Find a Opportunity, or Create if one does not exist.
Scheduled
Action
- Capsule CRM
Find a Contact, or Create if one does not exist.
Scheduled
Action
- Wufoo
Triggers when someone fills out your form. This is a slow version wherein we check periodically for new entries.
Scheduled
Trigger
- Wufoo
Triggers when a new field is added to a form.
Scheduled
Trigger
- Wufoo
Triggers when you build a new form.
Scheduled
Trigger
- Wufoo
Triggers when someone fills out your form instantly using webhooks (but you will need to create the webhooks manually).
Instant
Trigger
- Wufoo
Triggers when someone fills out your form.
Instant
Trigger
- Wufoo
Creates a new entry in Wufoo for a form and data you select (except not files).
Scheduled
Action
- Wufoo
Creates a new entry in Wufoo for a form and data you select.
Scheduled
Action
- Wufoo
Find a form submission by a field and its value.
Scheduled
Action
- Process Street
Triggers when someone attaches a file to a workflow run.
Instant
Trigger
- Process Street
Triggers when a workflow is run.
Instant
Trigger
- Process Street
Triggers when someone posts a comment on a workflow run.
Instant
Trigger
- Process Street
Triggers when a task is checked off in a workflow.
Instant
Trigger
- Process Street
Runs a workflow.
Scheduled
Action
- Process Street
Update an existing workflow run.
Scheduled
Action
- Process Street
Search for a workflow run by assignee, due date, etc…
Scheduled
Action
- Process Street
Runs a workflow if it was not found by search.
Scheduled
Action
Connect your apps and automate workflows
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How Capsule CRM + Wufoo + Process Street Integrations Work
- Step 1: Authenticate Capsule CRM, Wufoo, and Process Street.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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