Capsule CRM + Parseur

Create new Capsule CRM projects from newly processed Parseur documents

Boost your CRM efficiency with this powerful integration between Parseur and Capsule CRM. Whenever a new document is processed in Parseur, a project is instantly created in Capsule CRM. This seamless workflow not only makes your data management effortless, but also speeds up your project initiation. Embrace this automation to minimize manual input and maximize your productivity.

When this happens...
New Document Processed
Triggers when a new document is successfully parsed. Tables, if present, are flattened.
TriggerInstant
automatically do this!
Create Project
Creates a new Project.
ActionWrite

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Supported triggers and actions

- MailboxRequired
Trigger
Instant
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- MailboxRequired
Trigger
Instant
Try It
- MailboxRequired
- Table fieldRequired
Trigger
Instant
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- MailboxRequired
- NameRequired
- From
- Content
Action
Write
- 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

- MailboxRequired
Trigger
Instant
Try It
- MailboxRequired
Trigger
Instant
Try It
New Mailbox
Triggers when a new mailbox is created.
Trigger
Polling
Try It
- MailboxRequired
- FileRequired
- File name and extension
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

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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