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How Zapier works
Zapier makes it easy to integrate Wave Connect with Capsule CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Deleted Contact" from Wave Connect.
Add your action
An action happens after the trigger—such as "Create Project" in Capsule CRM.
You’re connected!
Zapier seamlessly connects Wave Connect and Capsule CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Deleted Contact
Triggers when you delete a contact.
Try ItTriggerInstant - Updated Contact
Triggers when you update a contact or one of your contact update his profile. For instance, is a contact change his email, this trigger will be updated.
Try ItTriggerInstant - ActionRequired
Try ItTriggerInstant- ActionRequired
Try ItTriggerInstant
- New Contact
Triggers when a new connection or a new exchange form is submitted.
Try ItTriggerInstant - ActionRequired
Try ItTriggerInstant- ActionRequired
Try ItTriggerInstant- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
ActionWrite
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