Capsule CRM + CloudKii

Create CloudKii app licenses for new or updated Capsule CRM opportunities

Efficiently manage your Capsule CRM opportunities and CloudKii app licenses with this seamless workflow. When a new or updated opportunity arises in Capsule CRM, an app license is created in CloudKii. This integration helps you stay organized and streamlines the process of generating app licenses for your clients.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create App License
Create an App License using person's email and your CloudKi API Key
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
- SubPartnerEmailRequired
Action
Write
- User emailRequired
- CloudKii AppRequired
Action
Write
- User Full NameRequired
- EmailRequired
- User Phone NumberRequired
- Business NameRequired
- CityRequired
- Street AddressRequired
- ZIPRequired
Action
Write
- LicenseEmailRequired
- CloudKii AppRequired
Action
Write
- SubPartnerEmailRequired
- LicensesRequired
Action
Write

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- Entity TypeRequired
- Activity Type
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- LicenseEmailRequired
- CloudKii AppRequired
Action
Write
- SubPartnerEmailRequired
- LicensesRequired
Action
Write
- Target AppRequired
- User Full NameRequired
- User EmailRequired
- User Phone Number
- Account Snapshot/Framework (if applicable)
Action
Write
- SubPartnerEmailRequired
- Sub-Partner NameRequired
- LicensesRequired
Action
Write
- SubPartnerEmailRequired
Action
Write

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

Related categories

CRM (Customer Relationship Management)

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About CloudKii

CloudKii empowers you to take control over your extension business.

Related categories

Marketing Automation

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Capsule CRM + CloudKii

Create CloudKii app licenses for new or updated Capsule CRM opportunities

New or Updated Project

New or Updated Contact

Create Project

Add Tag to Entity

Create Contact

API Request (Beta)

Update Opportunity

Find Milestone

Find Contact

Find or Create Project

Find or Create Contact

Activate Sub-Partner

Change License Plan

Create CloudKii CRM License

Deactivate App License

Remove Sub-Partner Licenses

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Create Opportunity

Create Task

Update Contact

Find Project

Find Opportunity

Find Stage

Find or Create Opportunity

Activate App License

Add Sub-Partner Licenses

Create App License

Create Sub-Partner

Deactivate Sub-Partner

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Interfaces

About CloudKii

Related categories

Similar apps

Zapier Interfaces