How to connect Cling + Capsule CRM
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- Document AcceptedTriggers when a document changes status to accepted.Trigger
- Document DeniedTriggers when a document changes status to denied.Trigger
- Document SentTriggers when a document changes status to sent.Trigger
- Document ViewedTriggers when a client views the document for the first time.Trigger
- New DocumentTriggers when a new document is created.Trigger
- Create ClientCreates a new clientAction
- Create DocumentCreate a new documentAction
- Send DocumentSend a documentAction
- 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.
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