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Capsule CRM + GoodDay.work

Organize Capsule CRM opportunities by creating folders in GoodDay.work for new or updated ones

Stay organized and focused on your sales process with this Capsule CRM to GoodDay.work automation. Whenever a new or updated opportunity arises in Capsule CRM, a corresponding folder will be created in GoodDay.work, ensuring you have a streamlined workspace for managing your opportunities. Save time and boost productivity by keeping your CRM and project management tools in sync.

Stay organized and focused on your sales process with this Capsule CRM to GoodDay.work automation. Whenever a new or updated opportunity arises in Capsule CRM, a corresponding folder will be created in GoodDay.work, ensuring you have a streamlined workspace for managing your opportunities. Save time and boost productivity by keeping your CRM and project management tools in sync.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    GoodDay.workGoodDay.work
    Create Folder

    Create a Folder

    ActionWrite
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Supported triggers and actions

    • 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
capsulecrm logo
capsulecrm logo

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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gooddaywork logo
gooddaywork logo

About GoodDay.work

GoodDay is a modern work management platform that brings together the best tools for high-level planning, project and product management, task organization and productivity growth based on transparency, agility, and motivation.

Related categories

  • Project Management

Related Zap Templates

  • Create tasks in GoodDay.work for new or updated opportunities in Capsule CRM

Related Zap Templates

  • Create tasks in GoodDay.work for new or updated opportunities in Capsule CRM