Capsule CRM + Zenoti

Create opportunities in Zenoti for new or updated contacts in Capsule CRM

Streamline your sales process effortlessly with this Capsule CRM to Zenoti automation. Whenever a new or updated contact is added in Capsule CRM, an opportunity will be created in Zenoti, providing your sales team with up-to-date information on potential clients. This workflow not only saves time but also boosts efficiency, allowing you to focus on fostering relationships and closing deals.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create Opportunity
Creates an opportunity.
ActionWrite

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Supported triggers and actions

What does this mean?

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- 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

- 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
Appointment Group Create
Triggers when a appointment is completed.
Trigger
Instant
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Appointment Start
Triggers when a Appointment is Started.
Trigger
Instant
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Class Booking Cancel
Triggers when a Class Booking is Cancelled.
Trigger
Instant
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Class Booking Delete
Triggers when a Class Booking is Deleted.
Trigger
Instant
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Class Booking Reject
Triggers when a Class Booking is Rejected.
Trigger
Instant
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Class Schedule Create
Triggers when a Class Schedule is Created.
Trigger
Instant
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Class Schedule Update
Triggers when a Class Schedule is Updated.
Trigger
Instant
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Employee Delete
Triggers when an Employee is Deleted.
Trigger
Instant
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Guest Create
Triggers when a new guest is created.
Trigger
Instant
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Guest Membership Cancel
Triggers when a Guest Membership is cancelled.
Trigger
Instant
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Guest Membership Freeze
Triggers when a Guest Membership is Freezed.
Trigger
Instant
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Guest Membership Unfreeze
Triggers when a Guest Membership Unfreezes.
Trigger
Instant
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Guest Update
Triggers when an existing guest is updated.
Trigger
Instant
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List All Employee Jobs
Api to list the jobs setup at organization.
Trigger
Scheduled
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- Center IDRequired
- User code
- Username
- First NameRequired
- Last Name
- Email ID
- Nationality
- Gender
- Date Of Birth
- Country ID
- Number
- Address 1
- City
- Country ID
- State ID
- Zip Code
- Primary Employee
- Referral Source
- Receive Transactional Email
- Receive Transactional Sms
- Receive Marketing Email
- Receive Marketing Sms
Action
Write
- First Name
- Last Name
- phone
- username
- email
- Guest Center ID
Action
Search
- First NameRequired
- Last Name
- phone
- Username
- Email ID
- Guest Center ID
- Center IDRequired
- User code
- Nationality
- Gender
- Date Of Birth
- Country ID
- Number
- Address 1
- City
- Country ID
- State ID
- Zip Code
- Primary Employee
- Referral Source
- Receive Transactional Email
- Receive Transactional Sms
- Receive Marketing Email
- Receive Marketing Sms
Action
Search or write

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- Entity TypeRequired
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- 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
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
Appointment Complete
Triggers when a appointment is completed.
Trigger
Instant
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Appointment Group Status
Triggers when an appointment group status is changed.
Trigger
Instant
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Class Booking Approve
Triggers when a Class Booking is Approved.
Trigger
Instant
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Class Booking Create
Triggers when a Class Booking is Created.
Trigger
Instant
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Class Booking No Show
Triggers when a Class Booking is marked NoShow.
Trigger
Instant
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Class Schedule Cancel
Triggers when a Class Schedule is Cancelled.
Trigger
Instant
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Class Schedule Delete
Triggers when a Class Schedule is Deleted.
Trigger
Instant
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Employee Create
Triggers when an Employee is created.
Trigger
Instant
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Employee Update
Triggers when an Employee is Updated.
Trigger
Instant
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Guest Delete
Triggers when a Guest is Deleted.
Trigger
Instant
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Guest Membership Create
Triggers when a Guest Membership is Created.
Trigger
Instant
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Guest Membership Reinstate
Triggers when a Guest Membership is Reinstated.
Trigger
Instant
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Guest Merge
Triggers when multiple Guests are merged.
Trigger
Instant
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Invoice Closure
Triggers when an Invoice is Closed.
Trigger
Instant
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- CodeRequired
- CenterRequired
- Is Consultant?
- First NameRequired
- Last NameRequired
- Email IDRequired
- Gender
- Date Of Birth
- Mobile NumberRequired
- Mobile Country Code
- Address1
- Address 2
- City
- Country ID
- State ID
- Zip Code
- User NameRequired
- Job ID
Action
Write
- Center IDRequired
- Opportunity TitleRequired
- Opportunity Description
- Opportunity Owner ID
- Guest IDRequired
- Employee IDRequired
- Priority
- Follow-Up dateRequired
- expected close date
- listed amount
- offered amount
Action
Write
- Guest IDRequired
Action
Search
- Guest IDRequired
- Center IDRequired
- User code
- Username
- First NameRequired
- Last Name
- Email ID
- Nationality
- Gender
- Date Of Birth
- Country ID
- Number
- Address 1
- City
- Country ID
- State ID
- Zip Code
- Primary Employee
- Referral Source
- Receive Transactional Email
- Receive Transactional Sms
- Receive Marketing Email
- Receive Marketing Sms
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 Zenoti

Zenoti provides an all-in-one, cloud-based software solution for the spa, salon and med spa industry.

Learn more Help

Related categories

Marketing Automation

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Capsule CRM + Zenoti

Create opportunities in Zenoti for new or updated contacts in Capsule CRM

New or Updated Project

New or Updated Contact

ActionRequired

Create Project

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Add Tag to Entity

Entity TypeRequired

Create Contact

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

API Request (Beta)

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Update Contact

Find Milestone

PipelineRequired

NameRequired

Find Contact

Search usingRequired

Find or Create Project

Search usingRequired

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Find or Create Contact

Search usingRequired

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

Appointment Group Create

Appointment Start

Class Booking Cancel

Class Booking Delete

Class Booking Reject

Class Schedule Create

Class Schedule Update

Employee Delete

Guest Create

Guest Membership Cancel

Guest Membership Freeze