Capsule CRM + Pixifi

Create Pixifi leads from new or updated Capsule CRM opportunities

Efficiently expand your potential client base and manage leads with this seamless workflow. When there's a new or updated opportunity in Capsule CRM, this automation creates a lead in your Pixifi app, ensuring your sales team has the latest information. Streamline your process and save time while effectively handling all your business opportunities.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Lead
This will create a new Lead in Pixifi.
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
- Specific Custom TriggerRequired
Trigger
Instant
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- Specific Custom TriggerRequired
Trigger
Instant
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- Time Before (Unit Type)Required
- Event Type
- Brand
- Time BeforeRequired
Trigger
Polling
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- Brand
Trigger
Instant
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- Lead Status
- Event Type
- Brand
Trigger
Instant
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- Event Type
- Brand
Trigger
Instant
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- Brand
Trigger
Instant
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- Project Type
Trigger
Instant
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- Payment Type
- Brand
Trigger
Instant
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- Project Type
- Project Status
- Brand
Trigger
Instant
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- Brand
Trigger
Instant
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- Notification Type
Trigger
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- Full Name (First and Last)
- First Name
- Last Name
- Email Address
- Alternate Email Address
- Phone
- Mobile Phone
- #2 Full Name (First and Last)
- #2 First Name
- #2 Last Name
- #2 Email Address
- #2 Alternate Email Address
- #2 Phone
- #2 Mobile Phone
- Primary Contact(s)
- Primary Mailing Address
- Primary Mailing Address 1
- Primary Mailing City
- Primary Mailing State/Province
- Primary Mailing Zip Code/Postal
- Primary Mailing Country
- Notes
- Company Name
- Primary Birthday
- Client Category
Action
Write
- The Event IDRequired
- Event Status
Action
Write
- Invoice TypeRequired
- Due DateRequired
- Invoice Subject/TitleRequired
- Issue Date (Created on Date)
- Custom Invoice ID
- PO Number (Purchase Order)
- Tax Rate 1
- Tax Profile (For Tax Rate 1)
- Tax Rate 2
- Tax Profile (For Tax Rate 2)
- Tax Rate 3
- Tax Profile (For Tax Rate 3)
- Object Owner ID
- Customer ID
- Notes
- Lineitem TypeRequired
- Lineitem Price
- Lineitem Is Taxable?
- Lineitem QuantityRequired
- Lineitem Description
- Lineitem Longer Description
- Lineitem Cost
- LIneitem Image Thumbnail URL
Action
Write
- Brand
- Event Name
- Event Type
- Event Date
- Event Start Time
- Event End Time
- Event End Date
- Primary Contact(s)
- Full Name (First and Last)
- First Name
- Last Name
- Email Address
- Email Address Opt-In
- Alternate Email Address
- Alternate Email Address Opt-In
- Phone
- Mobile Phone
- Mobile Phone Opt-In
- Contact #2 Full Name (F & L)
- Contact #2 First Name
- Contact #2 Last Name
- Contact #2 Email Address
- Contact #2 Email Address Opt-In
- Contact #2 Alternate Email
- Contact #2 Alt Email Opt-In
- Contact #2 Phone
- Contact #2 Mobile Phone
- Contact #2 Mobile Phone Opt-In
- Primary Mailing Address
- Primary Mailing Address 1
- Primary Mailing City
- Primary Mailing State/Province
- Primary Mailing Zip Code/Postal
- Primary Mailing Country
- Referred By
- Notes
- Custom Fields (Advanced)
- Google Click Identifier (gclid)
- 3rd Party Lead Form Submission Idempotency Key
Action
Write
- The Lead IDRequired
- Lead Status
Action
Write
- Project NameRequired
- Project Type
- Project Start Date
- Project Client
- Project Status
- Project Notes
Action
Write
- Client's IDRequired
Action
Search
- Event Type NameRequired
Action
Search
- First Name
- Last Name
- Email Address
- Full Name (First and Last)
- First Name
- Last Name
- Email Address
- Alternate Email Address
- Phone
- Mobile Phone
- #2 Full Name (First and Last)
- #2 First Name
- #2 Last Name
- #2 Email Address
- #2 Alternate Email Address
- #2 Phone
- #2 Mobile Phone
- Primary Contact(s)
- Primary Mailing Address
- Primary Mailing Address 1
- Primary Mailing City
- Primary Mailing State/Province
- Primary Mailing Zip Code/Postal
- Primary Mailing Country
- Notes
- Company Name
- Primary Birthday
- Client Category
Action
Search or 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
Contract Signed and Accepted
Triggers when a Contract is signed and Accepted.
Trigger
Instant
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- Specific Custom TriggerRequired
Trigger
Instant
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- Specific Custom TriggerRequired
Trigger
Instant
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- Event Type
- Event Status
Trigger
Instant
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- Brand
Trigger
Instant
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- Brand
Trigger
Instant
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- Expense Category
- Brand
Trigger
Instant
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- Brand
- Date Is Already Booked?
- Another Lead Has Same Date
- Event Type
Trigger
Instant
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- Task Category
- Assigned To
Trigger
Instant
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- Product Type
- Product Status
Trigger
Instant
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- Brand
Trigger
Instant
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Questionnaire Answered
Triggers when a Questionnaire is filled out completely and submitted.
Trigger
Instant
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- Task Category
- Assigned To
Trigger
Instant
Try It
- Event DateRequired
- Event TypeRequired
- Client's Name
- Event Name
- Event End Date
- Event Start Time
- Event End Time
- Event Arrival Time
- Notes
Action
Write
- Expense Date
- Expense Amount
- Expense Description
- Expense Category
- Expense Bank Account Name
- Expense Receipt Image URL
Action
Write
- Email Address
- Phone Number
- File Name
- File Link/UrlRequired
Action
Write
- Brand
- Project Type
- Project Name
- Start Date
- Primary Contact(s)
- Full Name (First and Last)
- First Name
- Last Name
- Email Address
- Email Address Opt-In
- Alternate Email Address
- Alternate Email Address Opt-In
- Phone
- Mobile Phone
- Mobile Phone Opt-In
- Contact #2 Full Name (F & L)
- Contact #2 First Name
- Contact #2 Last Name
- Contact #2 Email Address
- Contact #2 Email Address Opt-In
- Contact #2 Alternate Email
- Contact #2 Alt Email Opt-In
- Contact #2 Phone
- Contact #2 Mobile Phone
- Contact #2 Mobile Phone Opt-In
- Primary Mailing Address
- Primary Mailing Address 1
- Primary Mailing City
- Primary Mailing State/Province
- Primary Mailing Zip Code/Postal
- Primary Mailing Country
- Referred By
- Notes
- Custom Fields (Advanced)
Action
Write
- BrandRequired
- Payment TypeRequired
- Payment AmountRequired
- Payment Received DateRequired
- Transaction IDRequired
- Due Date (optional)
- Fee Amount
Action
Write
- Task TitleRequired
- Task Due DateRequired
- Task Assigned To
- Task Notes/Description
- Task Category
Action
Write
- First Name
- Last Name
- Email Address
Action
Search
- First Name
- Last Name
- Email Address
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.

Learn more

Related categories

CRM (Customer Relationship Management)

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About Pixifi

Pixifi is a business management app for creative professionals.

Learn more

Related categories

Event Management

Related Zap Templates

Create Pixifi leads from new or updated Capsule CRM contacts

Related Zap Templates

Create Pixifi leads from new or updated Capsule CRM contacts

Capsule CRM + Pixifi

Create Pixifi leads from 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

Event Workflow Custom Trigger

Product Workflow Custom Trigger

Event Start

Invoice Fully Paid

Lead Switches Status

New Event

New Invoice

New Project

Payment Is Paid

Project Switches Status

Proposal Sent

System Notification

Create Client

Switch Event Status

Create Invoice

Create Lead

Switch Lead Status

Create Project

Find Client by ID

Find Event Type by Name

Find or Create a new Client

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 Signed and Accepted

Lead Workflow Custom Trigger

Project Workflow Custom Trigger

Event Switches Status

Lead Converted

New Client

Expense Is Created

New Lead

New Task

Product Switches Status

Proposal Accepted

Questionnaire Answered

Task Completed

Create Event

Create Expense

Attach Document to Lead

Create "Project" Type Lead

Create Payment

Create Task

Find Client by Info

Find Staff Member by Info

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Interfaces

About Pixifi

Related categories

Related Zap Templates

Related Zap Templates