Capsule CRM + GorillaDesk

Create GorillaDesk customers from new or updated Capsule CRM contacts

Effortlessly maintain up-to-date customer information across your CRM and field service platforms with this workflow. Whenever a new or updated contact is detected in Capsule CRM, their details will be added as a customer in GorillaDesk. This seamless integration ensures both platforms stay in sync, streamlining your business processes and saving valuable time.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Add Customer
Adds a new customer to GorillaDesk.
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
- Account Number
- First NameRequired
- Last Name
- Primary Email
- Company Name
- Source
- Primary Phone
- Phones
- Top Note
- Contact First Name
- Contact Last Name
- Contact Email
- Contact First Phone
- Contact Second Phone
- Contacts
- Address Name
- Street 1
- Street 2
- City
- State
- Zip
- Latitude
- Longitude
- Bill To
- Address To
- Billing Street 1
- Billing Street 2
- Billing City
- Billing State
- Billing Zip
- Billing Email
- Billing Email Cc
- Location Notes
- Sms To
- Email To
- Locations
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
- Start DateTimeRequired
- First NameRequired
- Last Name
- EmailRequired
- Mobile PhoneRequired
- AddressRequired
- Notes
Action
Write
- Account IDRequired
- Account No
- First NameRequired
- Last Name
- Primary Email
- Company Name
- Source
- Top Note
- Notes
- Phones
- Contact First Name
- Contact Last Name
- Contact Email
- Contact First Phone
- Contact Second Phone
- Contacts
- Address Name
- Street 1
- Street 2
- City
- State
- Zip
- Latitude
- Longitude
- Bill To
- Address To
- Billing street 1
- Billing Street 2
- Billing City
- Billing State
- Billing Zip
- Billing Email
- Billing Email cc
- Location Notes
- Location Sms To
- Location Email To
- Locations
- Status Label
- Created By
- Date Created
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