Capsule CRM + MRPeasy

Create MRPeasy customer orders from new or updated Capsule CRM opportunities

Effortlessly manage your sales opportunities and customer orders with this seamless workflow. When a new or updated opportunity arises in Capsule CRM, our automation tool will instantly create a customer order in MRPeasy, ensuring efficient order management without manually transferring data between platforms. Streamline your sales and order processes and focus on growing your business effectively.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Customer Order
Create a customer order
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
Get Sites
Fetches a list of sites.
Trigger
Polling
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- Customer order numberRequired
- Reference
- Internal notes
- Delivery date
- Status
- Customer name
- First name
- Last name
- Company
- Street line 1
- Street line 2
- City
- State
- Postal code
- Country code
- Phone
- SKU
- Quantity
- Discount percentage
- Item price
- Total price
- Delivery date
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
- Customer order source
- Status from
- Status to
Trigger
Instant
Try It
- Customer order number
- Reference
- Internal notes
- Currency
- Delivery date
- Status
- Customer nameRequired
- Pricelist
- Mark orders as Paid
- First name
- Last name
- Company
- Street line 1
- Street line 2
- City
- State
- Postal code
- Country code
- Phone
- SKURequired
- QuantityRequired
- Discount percentage
- Item price
- Total price
- Delivery date
Action
Write
- Source
- Customer order number
- Reference
- Customer name
- Status
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.

Learn more