How to connect Saasu + Capsule CRM
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- New ContactTriggers when a new contact is created.Trigger
- New InvoiceTriggers when a new invoice is created.Trigger
- Create ContactCreates a new contact.Action
- Create Item InvoiceCreates a new invoice using the Item layout and inventory items.Action
- Create Service InvoiceCreates a new invoice using the service layout.Action
- Find ContactFind a contactAction
- Find or Create ContactFind or Create ContactAction
- New or Updated ProjectTriggers when a given action is performed on a Project.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 Project.
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 Project.
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 Project, 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 Saasu + Capsule CRM Integrations Work
- Step 1: Authenticate Saasu 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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