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The 90 Day Year + Capsule CRM Integrations

How to connect The 90 Day Year + Capsule CRM

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When this happens...
Capsule CRMCapsule CRM
New or Updated Task

Triggers when a given action is performed on a Task.

automatically do this!
Capsule CRMCapsule CRM
Add Note to Entity

Adds a Note to an Entity.

Supported triggers and actions

What does this mean?
  • The 90 Day Year triggers, actions, and search
    Create New Task
    Creates a new task.
    Action
    Write
  • Capsule CRM triggers, actions, and search
    New or Updated Case
    Triggers when a given action is performed on a Case.
    Trigger
    Instant
  • Capsule CRM triggers, actions, and search
    New or Updated Opportunity
    Triggers when a given action is performed on an Opportunity.
    Trigger
    Instant
  • Capsule CRM triggers, actions, and search
    New or Updated Contact
    Triggers when a given action is performed on a Contact.
    Trigger
    Instant
  • Capsule CRM triggers, actions, and search
    New or Updated Task
    Triggers when a given action is performed on a Task.
    Trigger
    Instant
  • Capsule CRM triggers, actions, and search
    Create Case
    Creates a new Case.
    Action
    Write
  • Capsule CRM triggers, actions, and search
    Add Note to Entity
    Adds a Note to an Entity.
    Action
    Write
  • Capsule CRM triggers, actions, and search
    Add Tag to Entity
    Adds a Tag to an Entity.
    Action
    Write
  • 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 The 90 Day Year + Capsule CRM Integrations Work

  1. Step 1: Authenticate The 90 Day Year + Capsule CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About The 90 Day Year

A simple and robust tool for 90 Day Year students to reach their goals, set their daily tasks and create powerful habits for success.

Related categories

  • Online Courses
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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

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