Capsule CRM + Oneflow

Create new Oneflow contracts from new or updated tasks in Capsule CRM

Keep your client contracts updated and organized with this efficient workflow. Whenever you create or update a task in Capsule CRM, a new contract is seamlessly generated in Oneflow. This automation ensures you always have the latest contracts in hand, enhancing your business efficiency and saving you time from the manual work of creating contracts.

When this happens...
New or Updated Task
Triggers when a given action is performed on a Task.
TriggerInstant
automatically do this!
Create Contract
Create a new Oneflow contract
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
- Oneflow user performing this actionRequired
- Contract IDRequired
- Participant typeRequired
- Information box
- Participant nameRequired
Action
Write
- Oneflow user performing this actionRequired
- Product Table ID Info
- Contract IDRequired
- Product table IDRequired
- Product nameRequired
- Product description
- Base price 1
- Price 1 discount
- Base price 2
- Price 2 discount
- Quantity type
- Quantity valueRequired
- Information box
- Lock for counterparties
Action
Write
- Oneflow user performing this actionRequired
- Contract IDRequired
- SubjectRequired
- MessageRequired
Action
Write
- Oneflow user performing this actionRequired
- Contract IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
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
- Trigger when contract status changed toRequired
Trigger
Instant
Try It
- Oneflow user performing this actionRequired
- File name
- FileRequired
- Information box
- Contract IDRequired
- Upload asRequired
Action
Write
- Contract IDRequired
- Information box
- Additional fields to retrieve
Action
Write
- Oneflow user performing this actionRequired
- Contract name
- Add an external link?Required
Action
Write
- Contract IDRequired
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