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Capsule CRM + ZenMaid

Create ZenMaid customers from new or updated Capsule CRM contacts

Effortlessly maintain up-to-date customer information between Capsule CRM and ZenMaid. With this workflow, whenever a new or updated contact occurs in Capsule CRM, it will create a customer in ZenMaid. This automation ensures a seamless transfer of information, saving you time and fostering efficient management of customer relationships.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create CustomerCreates a new customer.
ActionWrite

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More things you can do with Capsule CRM and ZenMaid

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

- Action
  Required
Trigger
Instant
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- 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
Booking Created
Triggers when a new ZenMaid booking is created.
Trigger
Instant
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Contact Updated
Triggers when a ZenMaid contact (lead or customer) is modified.
Trigger
Instant
Try It
Invoice Paid
Triggers when a ZenMaid invoice is paid.
Trigger
Instant
Try It
One-Time Service Updated
Triggers when a ZenMaid One-Time Service is modified.
Trigger
Instant
Try It
Recurring Service Created
Triggers when a ZenMaid Recurring Service is created.
Trigger
Instant
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- Start_time
  Required
- End_time
  Required
- Customer_email
  Required
- Service_address_line1
  Required
- Service_address_postal_code
- Service_address_state
- Service_address_city
- Customer_first_name
- Customer_last_name
- Customer_phone_number
Action
Write
- First_name
  Required
- Last_name
- Email
  Required
- Phone_number
- Address_line1
- Address_line2
- Address_city
- Address_state
- Address_postal_code
- Birth_date
- Notes
- Pay_type
- Pay_rate
- Man_hour_cost
- Allow_sign_in
- Allow_enter_time
- Hired_date
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
Appointment Status Updated
Triggers when a ZenMaid Appointment status is modified.
Trigger
Instant
Try It
Contact Created
Triggers when a ZenMaid contact (lead or customer) is created.
Trigger
Instant
Try It
Invoice Created
Triggers when a new ZenMaid invoice is created.
Trigger
Instant
Try It
One-Time Service Created
Triggers when a ZenMaid One-Time Service is created.
Trigger
Instant
Try It
Recurring Service Cancelled
Triggers when a ZenMaid Recurring Service is cancelled.
Trigger
Instant
Try It
Recurring Service Updated
Triggers when a ZenMaid Recurring Service is modified.
Trigger
Instant
Try It
- Customer_first_name
- Customer_last_name
- Customer_email
- Customer_phone_number
- Service_address_line1
  Required
- Service_address_line2
- Service_address_city
- Service_address_state
- Service_address_postal_code
- Appointment_date
- Start_time
- End_time
- Bathrooms_count
- Bedrooms_count
- Manhours_count
- Square_feet_count
- Square_meters_count
- Price
- Last_professional_clean
- Custom_requests_1_question
- Custom_requests_1_answer
- Custom_requests_2_question
- Custom_requests_2_answer
- Custom_requests_3_question
- Custom_requests_3_answer
- Custom_requests_4_question
- Custom_requests_4_answer
- Custom_requests_5_question
- Custom_requests_5_answer
Action
Write
- First_name
- Last_name
  Required
- Company_name
- Email
- Service_address_line1
- Service_address_line2
- Service_address_postal_code
- Service_address_state
- Service_address_city
- Phone_number
- Notes
- Note_is_private
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 ZenMaid

ZenMaid is a simple scheduling software for maid services - including automated communication, GPS clock times, payroll, reporting and much more.

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