Capsule CRM + Timely Time Tracking

Create Timely Time Tracking projects for new or updated Capsule CRM opportunities

Keep your projects and opportunities organized with this seamless Capsule CRM and Timely Time Tracking workflow. When a new or updated opportunity arises in Capsule CRM, a project is created in Timely Time Tracking, ensuring you stay on top of your business dealings while efficiently managing your time. Say goodbye to manual updates and let this automation handle the process for you.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Project
Creates a project.
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
- WorkspaceRequired
Trigger
Polling
Try It
- WorkspaceRequired
Trigger
Polling
Try It
- WorkspaceRequired
Trigger
Polling
Try It
- WorkspaceRequired
Trigger
Polling
Try It
- WorkspaceRequired
- Log time for another user
- DateRequired
- Note
- ProjectRequired
- Logged duration (in hours)Required
- Logged Duration (in minutes)Required
- Timestamp (Start)
- Timestamp (End)
- Planned duration (in hours)
- Planned duration (in minutes)
- Tags
- External ID
Action
Write
- WorkspaceRequired
- TitleRequired
- Description
- ProjectRequired
- Tags
- User
- Estimated effort of the task in minutesRequired
- Start dateRequired
- End dateRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- WorkspaceRequired
- Tag List NameRequired
- Tag Name
Action
Search
- WorkspaceRequired
- Search Term CategoryRequired
- Search TermRequired
Action
Search
- WorkspaceRequired
- Client IdentificationRequired
- Search Term CategoryRequired
- Search TermRequired
- NameRequired
- Client Identification Preference
- Project Description
- ColorRequired
- External ID
- Require a note to be added to each hour logged for this projectRequired
- User Identification Preference
- User Identification (Not Required for All Users)
- Hour Rate Type
- Hour Rate
- Budget Type
- Budget Amount
- Recurring Budget
- Tags
Action
Search or 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
New Workspace
Triggers when a workspace is created.
Trigger
Polling
Try It
- WorkspaceRequired
Trigger
Polling
Try It
- WorkspaceRequired
Trigger
Polling
Try It
- WorkspaceRequired
- Entry typesRequired
Trigger
Instant
Try It
- WorkspaceRequired
- NameRequired
- External ID
Action
Write
- WorkspaceRequired
- NameRequired
- Client Identification Preference
- Client IdentificationRequired
- Project Description
- ColorRequired
- External ID
- Require a note to be added to each hour logged for this projectRequired
- User Identification Preference
- User Identification (Not Required for All Users)
- Hour Rate Type
- Hour Rate
- Budget Type
- Budget Amount
- Recurring Budget
- Tags
Action
Write
- WorkspaceRequired
- NameRequired
- EmailRequired
- RoleRequired
- Add person to all projects
- Projects
- Default billable rate
- Cost rate
Action
Write
- WorkspaceRequired
- Search Term CategoryRequired
- Search TermRequired
Action
Search
- WorkspaceRequired
- ClientRequired
- Search Term CategoryRequired
- Search TermRequired
Action
Search
- WorkspaceRequired
- Search Term CategoryRequired
- Search TermRequired
- NameRequired
- External ID
Action
Search or write
- WorkspaceRequired
- Search Term CategoryRequired
- Search TermRequired
- NameRequired
- EmailRequired
- RoleRequired
- Add person to all projects
- Projects
- Default billable rate
- Cost rate
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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