Capsule CRM + JobNimbus

Create JobNimbus contacts from new or updated Capsule CRM contacts

Keep your Capsule CRM and JobNimbus contacts up-to-date with this seamless workflow. Whenever you add or update a contact in Capsule CRM, this automation will instantly create or update a corresponding contact in JobNimbus, ensuring that you always have the latest information across both platforms. Say goodbye to manual data entry and never worry about outdated contacts again.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create Contact (Legacy)
Trigger when a new contact is created, modified or deleted.
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
- FilterRequired
Trigger
Instant
Try It
- First Name
- Last Name
- Company
- Email
- Contact Type
- Status Name
- Source Name
- Description
- Sales Rep Name
- Home Phone
- Mobile Phone
- Work Phone
- Fax Number
- Website
- Address Line 1
- Address Line 2
- City
- State Text
- Zip
- Created By Name
- Date Created
- Date Start
- Date End
- Tags
- External Id
Action
Write
- IdRequired
- Display NameRequired
- First Name
- Last Name
- Company
- Email
- Contact Type
- Status Name
- Source Name
- Description
- Sales Rep Name
- Home Phone
- Mobile Phone
- Work Phone
- Fax Number
- Website
- Address Line 1
- Address Line 2
- City
- State Text
- Zip
- Created By Name
- Date Created
- Date Start
- Date End
- Tags
- External Id
Action
Write
- NameRequired
- Primary Contact IdRequired
- Address Line 1Required
- Address Line 2
- CityRequired
- State TextRequired
- ZipRequired
- Country Name
- Tags
- Date Created
- Date Start
- Date End
- Job Type
- Status Name
- External Id
Action
Write
- IDRequired
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
- FilterRequired
Trigger
Instant
Try It
- FileRequired
- FilenameRequired
- Related IdRequired
- Attachment Type
- Description
- External ID
Action
Write
- IdRequired
- First Name
- Last Name
- Company
- Email
- Contact Type
- Status Name
- Source Name
- Description
- Sales Rep Name
- Home Phone
- Mobile Phone
- Work Phone
- Fax Number
- Website
- Address Line 1
- Address Line 2
- City
- State Text
- Zip
- Created By Name
- Date Created
- Date Start
- Date End
- Tags
- External Id
Action
Write
- Display NameRequired
- First Name
- Last Name
- Company
- Email
- Contact Type
- Status Name
- Source Name
- Description
- Sales Rep Name
- Home Phone
- Mobile Phone
- Work Phone
- Fax Number
- Website
- Address Line 1
- Address Line 2
- City
- State Text
- Zip
- Created By Name
- Date Created
- Date Start
- Date End
- Tags
- External Id
Action
Write
- EmailRequired
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.

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