Capsule CRM + Omnicasa

Create Omnicasa contacts from new or updated Capsule CRM contacts

Easily manage your contacts across Capsule CRM and Omnicasa with this seamless workflow. Whenever a new or updated contact is registered in Capsule CRM, it instantly creates a corresponding contact in Omnicasa, saving you time and effort while ensuring consistency across both platforms. Stay organized and maintain up-to-date contact information effortlessly with this automation.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create Contact
Create a contact.
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- 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
New Contact
Triggers when a contact is created.
Trigger
Instant
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Update Appointment Status
Triggers when a appointment status/substatus is updated.
Trigger
Instant
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Update Property Status
Triggers when a property status/substatus is updated.
Trigger
Instant
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- NameRequired
- First NameRequired
- EmailRequired
- Phone NumberRequired
- Property IdRequired
- Address
- Address Title
- Letter Title
- City
- Zip
- Gsm
- Office Id
- Is Received Email
- Source Id
- Country Id
- Subject
- Content
- Profession
- Fax
- Categorie Ids
- Company Name
- Language Id
Action
Write

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- 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
New Appointment
Triggers when a appointment is created.
Trigger
Instant
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New Property
Triggers when a property is created.
Trigger
Instant
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Update Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- NameRequired
- IdentRequired
- First NameRequired
- Company Name
- Letter
- Box Number
- Address
- City Id
- Postcode
- City
- Province
- Language Id
- Email
- Phone Number
- Phone Description
- Phone Comment
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 Omnicasa

Omnicasa is a real estate software platform designed for real estate agents. Everything in one place: create/manage properties/projects, contacts, tasks, appointments, demand, and more.

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

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

Capsule CRM + Omnicasa

Create Omnicasa contacts from new or updated Capsule CRM contacts

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

New Contact

Update Appointment Status

Update Property Status

Create Contact on a Property

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

New Appointment

New Property

Update Contact

Create Contact

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Interfaces

About Omnicasa

Related categories

Similar apps

Zapier Interfaces