Capsule CRM + Teamwork CRM

Create Teamwork CRM contacts from new or updated Capsule CRM contacts

Seamlessly keep your CRM contacts up to date with this automation workflow. When a new or updated contact occurs in Capsule CRM, this workflow will create a corresponding contact in Teamwork CRM, ensuring your customer data is always consistent and readily available across both platforms. Save time, reduce manual data entry, and efficiently maintain your contacts by implementing this contact management solution.

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
Creates a new contact.
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- 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
- Trigger onRequired
Trigger
Instant
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New Contact
Triggered when you add a new contact.
Trigger
Instant
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- Trigger onRequired
Trigger
Instant
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New Note
Triggered when you add a new note.
Trigger
Instant
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- NameRequired
- Website
- Email (Main)
- Email (Other)
- Phone (Main)
- Phone (Other)
- Address Line 1
- Address Line 2
- City
- State/County
- Zip/Post Code
- CountryRequired
- OwnerRequired
Action
Write
- TitleRequired
- PipelineRequired
- StageRequired
- Company
- Contact
- Currency
- Custom Value
Action
Write
- TypeRequired
- NameRequired
Action
Write
- NameRequired
- PipelineRequired
- Order Index
- ProbabilityRequired
Action
Write
- Search ForRequired
Action
Search
- Search ForRequired
Action
Search
- Search ForRequired
Action
Search
- Search ForRequired
- Activity Type
- TitleRequired
- Description
- DealRequired
- Date & TimeRequired
- Duration
- AssigneesRequired
- ContactsRequired
- Mark as complete?
Action
Search or write
- Search ForRequired
- First NameRequired
- Last NameRequired
- Title
- Company
- Email (Main)
- Email (Other)
- Phone (Main)
- Phone (Other)
- Address Line 1
- Address Line 2
- City
- State/County
- Zip/Post Code
- CountryRequired
- OwnerRequired
Action
Search or write
- Search ForRequired
- TypeRequired
- NoteRequired
Action
Search or write

- ActionRequired
Trigger
Instant
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- 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
New Activity
Triggered when you add a new activity.
Trigger
Instant
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New Company
Triggered when you add a new company.
Trigger
Instant
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New Deal
Triggered when you add a new deal.
Trigger
Instant
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New File
Triggered when you add a new file.
Trigger
Instant
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- Activity Type
- TitleRequired
- Description
- DealRequired
- Date & TimeRequired
- Duration
- AssigneesRequired
- ContactsRequired
- Mark as complete?
Action
Write
- First NameRequired
- Last NameRequired
- Title
- Company
- Email (Main)
- Email (Other)
- Phone (Main)
- Phone (Other)
- Address Line 1
- Address Line 2
- City
- State/County
- Zip/Post Code
- CountryRequired
- OwnerRequired
Action
Write
- TypeRequired
- NoteRequired
Action
Write
- NameRequired
- OwnerRequired
- CurrencyRequired
- PriceRequired
Action
Write
- First NameRequired
- Last NameRequired
- Title
- EmailRequired
Action
Write
- Search ForRequired
Action
Search
- Search ForRequired
Action
Search
- Search ForRequired
Action
Search
- Search ForRequired
- NameRequired
- Website
- Email (Main)
- Email (Other)
- Phone (Main)
- Phone (Other)
- Address Line 1
- Address Line 2
- City
- State/County
- Zip/Post Code
- CountryRequired
- OwnerRequired
Action
Search or write
- Search ForRequired
- TitleRequired
- PipelineRequired
- StageRequired
- Company
- Contact
- Currency
- Custom Value
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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