Capsule CRM + Grist

Manage new or updated Capsule CRM opportunities by creating or updating records in Grist

Keep your Capsule CRM opportunities and Grist records in sync with this seamless workflow. Whenever a new or updated opportunity arises in Capsule CRM, this automation will create or update a corresponding record in Grist. This helps you manage your sales pipeline more efficiently, ensuring that your data remains organized and up-to-date across both platforms.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create or Update Record
Creates a new Record in a Table, or Updates an existing matching Record
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
- TeamRequired
- DocumentRequired
- TableRequired
- Readiness column
Trigger
Instant
Try It
- TeamRequired
- DocumentRequired
- TableRequired
- Readiness column
Trigger
Instant
Try It
- TeamRequired
- DocumentRequired
- TableRequired
Action
Write
- TeamRequired
- DocumentRequired
- TableRequired
- ColumnRequired
- Value
Action
Search

- 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
- TeamRequired
- DocumentRequired
- TableRequired
Trigger
Polling
Try It
- TeamRequired
- DocumentRequired
- TableRequired
- Date
Trigger
Polling
Try It
- TeamRequired
- DocumentRequired
- TableRequired
- Destination fields to match onRequired
Action
Write
- TeamRequired
- DocumentRequired
- TableRequired
- RecordRequired
Action
Write
- TeamRequired
- DocumentRequired
- TableRequired
- ColumnRequired
- Value
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.

Learn more