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Capsule CRM + Capsule CRM + CMap Software

Create CMap projects for new Capsule CRM opportunities

When an opportunity is won in Capsule CRM, someone still has to set the job up by hand in CMap before any time, cost or fee can be recorded against it, and once it is set up there is nothing in the CRM linking the two records together. This integration runs whenever a new opportunity is created in Capsule CRM, retrieves the full opportunity record including its custom fields, creates a matching project in CMap using the opportunity name, client company and contact, then writes the new CMap project ID back to a custom field on the Capsule opportunity. Your new work is set up in CMap as soon as it is logged in the CRM, with a reference on both sides so sales and delivery can always trace an opportunity to its project without any duplicate data entry.

*Notes: Step 4 writes the CMap project ID back to a custom field on the Capsule opportunity, so you need to create that custom field in Capsule before you build the Zap. Capsule custom fields only appear in the Zap editor once you have connected a live Capsule account, so add the field first, then reconnect or refresh the step to pick it up.

The Create Project step in CMap needs several required values that Capsule does not hold as standard, so you will need to map Office, Business Unit, Project Type, Sector, Lead Source and Fee Type yourself. You can either set them to fixed values in the Zap if new work always follows the same pattern, or add matching custom fields to your Capsule opportunities and map them across. Step 2 "Find Opportunity" is included because it returns the full opportunity record, including custom fields, which the trigger alone may not provide. The client company and contact must already exist in CMap, so run this Zap alongside the Capsule company and contact templates.

Add a custom field to your CMap projects to hold the Capsule opportunity ID, and map the Capsule opportunity ID into it on the Create Project step. The "Update Capsule CRM opportunities when CMap potentials are updated" template matches on that stored ID, so without it there is nothing for the reverse Zap to look up.*

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this...
Find OpportunityFinds a Opportunity.
ActionSearch
then do this...
Create ProjectCreates a new project.
ActionWrite
then do this!
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
ActionWrite

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More things you can do with Capsule CRM and CMap Software

Discover other triggers and actions you can use with Capsule CRM and CMap Software

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write

- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Potential
Triggers when a new potential is created.
Trigger
Instant
Try It
Project Close
Triggers when a project is closed.
Trigger
Instant
Try It
Project Update
Triggers when a project is updated.
Trigger
Instant
Try It
Timesheet Submission
Triggers when a user submits their timesheet.
Trigger
Instant
Try It
Update Company
Triggers when a company is updated.
Trigger
Instant
Try It
- Contact ID
- Start Date
  Required
- Due Date
- User ID (Owner)
  Required
- Project ID
- Activity Category ID
  Required
- Is Completed
- Details
  Required
- Notes
- Is Private
- Company ID
  Required
Action
Write
- Activity ID
  Required
- Account ID
- Contact ID
- Start Date
- Due Date
- User ID (Owner)
- Project ID
- Entity ID
- Entity Type
- Activity Category ID
- Is Completed
- Details
- Notes
- Is Private
Action
Write
- Name
  Required
- Telephone
- Website
- Fax
- Payment Days
- Notes
- Address Description
- Address Line 1
- Address Line 2
- Address Line 3
- Town / City
- County / State
- Postcode
- Custom Fields (JSON)
Action
Write
- Custom Field Name
  Required
- Custom Field Value
  Required
- User ID
- Company ID
- Contact ID
- Project ID
Action
Write
- Expense Claim ID
  Required
- Expense Category ID
- Claim Date
- Description
- Project ID
- Contract ID
- Internal Code ID
- Currency ID
- Exchange Rate
- VAT Rate ID
- VAT Amount
- Mileage
- Mileage Rate ID
- Reimburse
- Receipt Attached
- Receipt Image (Base64 JPG)
- Billing Type ID
- Budget External ID
- Account ID
- Invoice ID
Action
Write
- Expense Claim ID
  Required
- Expense Claim Item ID
  Required
- Expense Category ID
- Claim Date
- Description
- Project ID
- Contract ID
- Internal Code ID
- Currency ID
- Exchange Rate
- VAT Rate ID
- VAT Amount
- Mileage
- Mileage Rate ID
- Reimburse
- Receipt Attached
- Receipt Image (Base64 JPG)
- Billing Type ID
- Budget External ID
- Account ID
- Invoice ID
Action
Write
- Expense Claim ID
  Required
Action
Write
- Project ID
  Required
- External ID
  Required
- Name
- Cost Price
- Sale Price
- Workstage
- Calculation Type
- Billing Type
Action
Write
- Holiday ID
  Required
Action
Write
- Invoice ID
  Required
- Amount Paid
  Required
Action
Write
- Title
  Required
- Start Date
  Required
- End Date
  Required
- Company ID
  Required
- Contact ID
  Required
- Project Manager ID
  Required
- Owner ID
  Required
- Estimated Price
- Details
- Bio
- External Reference
- Source
- Private
Action
Write
- Invoice IDs
  Required
Action
Write
- Title
  Required
- Company
  Required
- Contact
  Required
- Office
  Required
- Team
  Required
- Stage
- Probability
- Start Date
  Required
- End Date
  Required
- Sector
  Required
- Project Type
  Required
- Lead Source
  Required
- Project Manager
  Required
- Owner
  Required
- Fee Type
  Required
- Estimated Price
- External Reference
- Is Private
- Custom Fields
Action
Write
- Purchase Invoice ID
  Required
- File
  Required
- File Name
  Required
- Content Type (MIME)
  Required
Action
Write
- Date
  Required
- Hours
  Required
- Project ID
- Internal Code ID
- Task ID
- Role ID
- Notes
- Location
- Additional Time
Action
Write
- Company ID
  Required
- Name
- Telephone
- Website
- Fax
- Payment Days
- Notes
- Address Description
- Address Line 1
- Address Line 2
- Address Line 3
- Town / City
- County / State
- Postcode
- Custom Fields (JSON)
Action
Write
- Contact Account ID
  Required
- Status
  Required
Action
Write
- User ID
  Required
- First Name
- Last Name
- Email
- Start Date
- Status
- Office
- Team
- Job Title
  Required
- Default Role
- Currency
- Line Manager
- Time Off Approver
- Expense Approver
- Security Group
- Custom Fields (JSON)
- Weekly Working Hours
  Required
Action
Write
- Company ID
  Required
Action
Search
- Company ID
  Required
Action
Search
- Company ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
- Show all get expense categories
Action
Search
- Expense Claim ID
  Required
- Expense Claim Item ID
  Required
Action
Search
- Show all holidays
Action
Search
- Holiday ID
  Required
Action
Search
- Type
  Required
- Search Query
  Required
Action
Search
- Project ID
  Required
Action
Search
- Show all get currencies
Action
Search
- Show all get lead sources
Action
Search
- Show all get project stages
Action
Search
- Show all get sectors
Action
Search
- Project ID
  Required
Action
Search
- Search Query
Action
Search

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
Project Lost
Triggers when a project is lost.
Trigger
Instant
Try It
Project Win
Triggers when a project is won.
Trigger
Instant
Try It
Fee Estimator Update
Triggers when a Fee Estimator is updated.
Trigger
Instant
Try It
Update Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- Activity ID
  Required
Action
Write
- Activity ID
  Required
- Completed
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Company ID
  Required
- Job Title
- Telephone
- Mobile
- Email
- Address ID
- Owner ID
- Main Contact
- Finance Contact
- Notes
- Custom Fields
Action
Write
- Name
  Required
Action
Write
- Expense Claim ID
  Required
- Expense Claim Item ID
  Required
Action
Write
- Expense Claim ID
  Required
Action
Write
- Project ID
  Required
- Name
  Required
- Cost Price
  Required
- Sale Price
  Required
- Workstage
- Calculation Type
- Billing Type
Action
Write
- Date
  Required
- User ID
- Duration (days)
- Hours
- Holiday Code ID
- PM (Half-Day)
- Actual Days
- Notes
- Status
Action
Write
- Holiday ID
  Required
- User ID
- Date
- Duration (days)
- Hours
- Holiday Code ID
- PM (Half-Day)
- Actual Days
- Notes
- Status
Action
Write
- Invoice List
  Required
Action
Write
- Invoice IDs
  Required
Action
Write
- Contact ID
  Required
- Company ID
  Required
- Address ID
Action
Write
- Project ID
  Required
- Title
  Required
- Company
  Required
- Contact
  Required
- Office
  Required
- Team
  Required
- Stage
  Required
- Probability
  Required
- Start Date
  Required
- End Date
  Required
- Sector
  Required
- Project Type
  Required
- Lead Source
  Required
- Project Manager
  Required
- Owner
  Required
- Fee Type
  Required
- Estimated Price
- External Reference
- Private
- Custom Fields
Action
Write
- Invoice Number
  Required
- Invoice Date
- Description
- Net Amount
- VAT Amount
- VAT Rate (%)
- Ext VAT ID
- Currency
- Supplier Account ID
- Supplier Account Name
- Project ID
- Project Code
- Project Code and Title
- Purchase Order Number
- Budget External ID
- Nominal Code
- Internal Reference
Action
Write
- Timesheet Entry ID
  Required
- Date
- Hours
- Project ID
- Internal Code ID
- Task ID
- Role ID
- Notes
- Location
- Additional Time
Action
Write
- Contact ID
  Required
- First Name
- Last Name
- Company ID
- Job Title
- Telephone
- Mobile
- Email
- Address ID
- Owner ID
- Main Contact
- Finance Contact
- Notes
- Custom Fields (JSON)
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Start Date
  Required
- Status
  Required
- Office
  Required
- Team
  Required
- Job Title
  Required
- Default Role
  Required
- Currency
  Required
- Line Manager
  Required
- Time Off Approver
  Required
- Expense Approver
  Required
- Security Group
  Required
- Custom Fields
- Weekly Working Hours
  Required
Action
Write
- Show all get activity categories
Action
Search
- Query
  Required
Action
Search
- Company ID
  Required
Action
Search
- Search Query
  Required
Action
Search
- Show all contacts
Action
Search
- Expense Claim ID
  Required
Action
Search
- Invoice ID
  Required
Action
Search
- User ID
  Required
Action
Search
- Show all invoice
Action
Search
- From Date
  Required
- To Date
  Required
Action
Search
- Show all get countries
Action
Search
- Show all get internal codes
Action
Search
- Show all get mileage rates
Action
Search
- Show all get project types
Action
Search
- Show all get vat rates
Action
Search
- User ID
  Required
Action
Search

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.

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CMap Software is a cloud-based Project Management/PSA platform designed for professional services firms, such as architects, engineers, and consulting firms

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Create CMap projects for new Capsule CRM opportunities

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