Capsule CRM + Zenoti

Capsule CRM + Zenoti integrations

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 ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create OpportunityCreates an opportunity.
ActionWrite

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More things you can do with Capsule CRM and Zenoti

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

- 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
Appointment Feedback Created
Triggers when a new Appointment Feedback is Created.
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 as No Show.
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 Blockout Created
Triggers when an Employee Blockout is Created.
Trigger
Instant
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Employee Blockout Updated
Triggers when an Employee Blockout is Updated.
Trigger
Instant
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Employee Delete
Triggers when an Employee is deleted.
Trigger
Instant
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Gift Card Create
Triggers when a new Gift Card is created.
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 Package Create
Triggers when a Guest Package is created.
Trigger
Instant
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Invoice Closure
Triggers when an Invoice is Closed.
Trigger
Instant
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List All Employee Centers
This API retrieves the list of all centers associated with the currently authenticated employee. It ensures that the response is scoped only to the centers the logged-in user has access to, based on their roles, permissions, or organizational mapping.
Trigger
Polling
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Room Blockout Created
Triggers when a Room Blockout is Created.
Trigger
Instant
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Room Blockout Updated
Triggers when a Room Blockout is Updated.
Trigger
Instant
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- Center ID
  Required
- Opportunity ID
  Required
- notes
  Required
- Employee ID
Action
Write
- Employee
  Required
- Center
  Required
- Block Out Time Type
  Required
- Start Time
  Required
- End Time
  Required
- Notes
Action
Write
- Center
  Required
- Name
- Email
- Mobile Country Code
- Phone
- Description
- Assigned To
- Stage ID
  Required
- Source ID
  Required
- Lead Type ID
  Required
- Priority Type ID
  Required
- Is Existing Guest
- Is Active
- Follow Up Date
- Expected Close Date
- List Price
- Offered Price
- Username
- Gender
- Lead Origin
- Optional Text 1
- Optional Text 2
- Optional Text 3
- Integration Data
Action
Write
- Employee
  Required
- Block Out Time ID
  Required
- Center
  Required
- Mode
Action
Write
- First Name
- Last Name
- phone
- username
- email
- Guest Center ID
- Tags
Action
Search
- First Name
  Required
- Last Name
- phone
- Username
- Email ID
- Guest Center ID
- Tags
- Center
  Required
- User code
- Nationality
- Gender
- Date Of Birth
- Mobile Country Code
- 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

- Action
  Required
Trigger
Instant
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- 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 Complete
Triggers when a appointment is completed.
Trigger
Instant
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Appointment Group Create
Triggers when a new appointment group is created.
Trigger
Instant
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Appointment Start
Triggers when an 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 Blockout Deleted
Triggers when an Employee Blockout 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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Gift Card Update
Triggers when a Gift Card 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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Guest Update
Triggers when an existing guest is updated.
Trigger
Instant
Try It
List All Countries
Lists all available countries.
Trigger
Polling
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List All Employee Jobs
Api to list the jobs setup at organization.
Trigger
Polling
Try It
Room Blockout Deleted
Triggers when a Room Blockout is Deleted.
Trigger
Instant
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- Employee
  Required
- Security Role ID
  Required
- Security Role Name
  Required
- View Type
  Required
Action
Write
- Code
- Center
  Required
- Is Consultant?
- First Name
  Required
- Last Name
  Required
- Email ID
  Required
- Gender
- Date Of Birth
- Mobile Number
  Required
- Mobile Country Code
- Address1
- Address 2
- City
- Country ID
- State ID
- Zip Code
- User Name
  Required
- Job ID
Action
Write
- Center
  Required
- User code
- Username
- First Name
  Required
- Last Name
- Email ID
- Nationality
- Gender
- Date Of Birth
- Mobile Country Code
- 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
- Tags
Action
Write
- Center ID
  Required
- Opportunity Title
  Required
- Opportunity Description
- Opportunity Owner ID
- Guest ID
  Required
- Employee ID
  Required
- Priority
- Follow-Up date
  Required
- expected close date
- listed amount
- offered amount
Action
Write
- Employee
  Required
- Block Out Time ID
  Required
- Center
  Required
- Block Out Time Type
  Required
- Start Time
  Required
- End Time
  Required
- Notes
- Mode
- Is Recurring?
Action
Write
- Guest ID
  Required
Action
Search
- Guest ID
  Required
- Center
  Required
- User code
- Username
- First Name
  Required
- Last Name
- Email ID
- Nationality
- Gender
- Date Of Birth
- Mobile Country Code
- 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
- Tags
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 moreLearn moreHelpHelp

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About Zenoti

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

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Related Zap Templates

Create Zenoti opportunities from new or updated Capsule CRM opportunities

Related Zap Templates

Create Zenoti opportunities from new or updated Capsule CRM opportunities