Capsule CRM + Oneflow

Create contracts in Oneflow for new or updated opportunities in Capsule CRM

Effortlessly manage your sales process by connecting Capsule CRM and Oneflow. With this workflow, whenever a new or updated opportunity arises in Capsule CRM, a contract will be created in Oneflow, streamlining your business deals and saving you time. Stay organized and ensure a smooth sales experience with this automation.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Contract
Create a new Oneflow contract
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
- Oneflow user performing this actionRequired
- Contract IDRequired
- Participant typeRequired
- Information box
- Participant nameRequired
Action
Write
- Oneflow user performing this actionRequired
- Product Table ID Info
- Contract IDRequired
- Product table IDRequired
- Product nameRequired
- Product description
- Base price 1
- Price 1 discount
- Base price 2
- Price 2 discount
- Quantity type
- Quantity valueRequired
- Information box
- Lock for counterparties
Action
Write
- Oneflow user performing this actionRequired
- Contract IDRequired
- SubjectRequired
- MessageRequired
Action
Write
- Oneflow user performing this actionRequired
- Contract IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
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
- Trigger when contract status changed toRequired
Trigger
Instant
Try It
- Oneflow user performing this actionRequired
- File name
- FileRequired
- Information box
- Contract IDRequired
- Upload asRequired
Action
Write
- Contract IDRequired
- Information box
- Additional fields to retrieve
Action
Write
- Oneflow user performing this actionRequired
- Contract name
- Add an external link?Required
Action
Write
- Contract IDRequired
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)

Similar apps

About Oneflow

Oneflow is a digital platform that automates entire contract process from creating, signing and sending.

Learn more

Related categories

Signatures

Related Zap Templates

Create new Oneflow contracts from new or updated tasks in Capsule CRM

Related Zap Templates

Create new Oneflow contracts from new or updated tasks in Capsule CRM

Capsule CRM + Oneflow

Create contracts in Oneflow for new or updated opportunities in Capsule CRM

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

Add Participant

Add Product

Send Contract

Delete Contract

API Request (Beta)

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

Contract Status Changed

Add an Attachment or Expanded PDF

Get Contract Details

Create Contract

Download Contract

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Interfaces

About Oneflow

Related categories

Related Zap Templates

Related Zap Templates