Capsule CRM + Orderspace

Capsule CRM + Orderspace integrations

Create new Capsule CRM contacts from new Orderspace customers

Streamline your customer management process with this Orderspace to Capsule CRM workflow. As soon as a new customer places an order in Orderspace, a contact gets created in Capsule CRM. This automation not only keeps your CRM updated in real-time but also eliminates the need for manual data entry, saving you time and minimizing errors.

When this happens...
New CustomerTriggers when a new customer is created.
TriggerInstant
automatically do this!
Create ContactCreates a new Person or Organisation.
ActionWrite

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More things you can do with Orderspace and Capsule CRM

Discover other triggers and actions you can use with Orderspace and Capsule CRM

New Customer
Triggers when a new customer is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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New Payment
Triggers when a new payment is created.
Trigger
Instant
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Updated Customer
Triggers when a customer is updated.
Trigger
Instant
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Updated Order
Triggers when an order is updated.
Trigger
Instant
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- Order ID
  Required
- Comments
- SKU
- Quantity
  Required
Action
Write
- SKU
  Required
- On Hand
- Available
- Adjustment
Action
Write

- Action
  Required
Trigger
Instant
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- Action
  Required
Trigger
Instant
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- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write

New Dispatch
Triggers when a new dispatch is created.
Trigger
Instant
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New Order
Triggers when a new order is created.
Trigger
Instant
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New Product
Triggers when a new product is created.
Trigger
Instant
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Updated Inventory Level
Triggers when inventory levels are updated.
Trigger
Instant
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- Company Name
  Required
- Address Line 1
  Required
- Address Line 2
- Town / City
- State / County
- ZIP / Postcode
- Country
  Required
- Contact Name
  Required
- Login Email
  Required
- Phone
- Tax Number
- Reference
- Email Addresses for Orders
- Email Addresses for Dispatches
- Email Addresses for Invoices
- Minimum Spend
- Payment Terms ID
- Customer Group ID
- Price List ID
- Status
Action
Write
- Number
- Status
- Customer ID
  Required
- Delivery Date
- Shipping Address Company Name
- Shipping Address Contact Name
- Shipping Address Line 1
  Required
- Shipping Address Line 2
- Shipping Address Town / City
- Shipping Address State / County
- Shipping Address ZIP / Postcode
- Shipping Address Country
  Required
- Billing Address Company Name
- Billing Address Contact Name
- Billing Address Line 1
  Required
- Billing Address Line 2
- Billing Address Town / City
- Billing Address State / County
- Billing Address ZIP / Postcode
- Billing Address Country
  Required
- SKU
- Name
- Quantity
- Unit Price
- Shipping
- Tax Rate ID
- Preorder Window ID
- Reference
- Internal Note
- Customer Purchase Order Number
- Customer Note
Action
Write
- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- 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
- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
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.

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About Orderspace

Orderspace is the easy way to take wholesale orders online

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eCommerce