Capsule CRM + Siigo

Create Siigo customers from new or updated Capsule CRM contacts

Effortlessly keep your Capsule CRM contacts in sync with your Siigo customers using this seamless workflow. When a new or updated contact is added in Capsule CRM, a customer will be created or updated in Siigo, saving you time and ensuring consistent customer data across both platforms. Streamline your contact management process and focus on what truly matters – growing your business.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer.
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
- Documento (Document)
- Fecha (Date)Required
- Vendedor (Seller)Required
- Identificación (Identification)Required
- Sucursal (Branch Office)
- Código (Code)Required
- Cantidad (Quantity)Required
- Precio (Price)Required
- Payment (Pago)Required
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
- Tipo de Persona (Person Type)Required
- Tipo identificación (Id Type)Required
- Identificación (Identification)Required
- Nombre (Name)Required
- Apellido (Last Name)
- Teléfono (Phone)Required
- Direccón (Address)Required
- Código del país (Country Code)
- Código del estado (State Code)
- Código de la ciudad (City code)
- Nombre (Contact first name)Required
- Apellido (Contact last name)Required
- Correo electrónico (Contact email)Required
Action
Write
- Código (Code)Required
- Nombre del producto / Servicio (Name)Required
- Grupo de inventario (Account Group)Required
- Maneja control de inventarios (Stock Control)
- Clasificación tributaria (Tax Classification)
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.

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