Cling + Capsule CRM Integrations

How to connect Cling + Capsule CRM

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Supported triggers and actions

What does this mean?

Document Accepted
Triggers when a document changes status to accepted.
Trigger
Instant
Document Denied
Triggers when a document changes status to denied.
Trigger
Instant
Document Sent
Triggers when a document changes status to sent.
Trigger
Instant
Document Viewed
Triggers when a client views the document for the first time.
Trigger
Instant
New Document
Triggers when a new document is created.
Trigger
Instant
Create Client
Creates a new client
Action
Write
Create Document
Create a new document
Action
Write
Send Document
Send a document
Action
Write
Capsule CRM
Triggers when a given action is performed on a Case.
Instant
Trigger
Capsule CRM
Triggers when a given action is performed on an Opportunity.
Instant
Trigger
Capsule CRM
Triggers when a given action is performed on a Contact.
Instant
Trigger
Capsule CRM
Triggers when a given action is performed on a Task.
Instant
Trigger
Capsule CRM
Creates a new Case.
Scheduled
Action
Capsule CRM
Adds a Note to an Entity.
Scheduled
Action
Capsule CRM
Adds a Tag to an Entity.
Scheduled
Action
Capsule CRM
Creates a new Opportunity.
Scheduled
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

How Cling + Capsule CRM Integrations Work

Step 1: Authenticate Cling and Capsule CRM.
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.

Connect apps

Connect Cling + Capsule CRM

About Cling

Cling is a mini CRM that helps you win more deals by sending outstanding proposals and get paid faster!

Related categories

Proposal & Invoice Management

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