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Capsule CRM + WeQuote
Capsule CRM + WeQuote
Turn new or updated Capsule CRM contacts into customers in WeQuote
Automate your customer management process with this workflow. Whenever there's a new or updated contact in Capsule CRM, it instantly creates a customer profile in the WeQuote app. This efficient workflow helps to streamline customer data management, ensuring your WeQuote data remains consistent with your Capsule CRM information.
- When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.TriggerInstant - automatically do this!
Create a CustomerCreates a Customer on WeQuote using the supplier information.ActionWrite
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More things you can do with Capsule CRM and WeQuote
Discover other triggers and actions you can use with Capsule CRM and WeQuote
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Entity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - PipelineRequired
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search usingRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Invoice Created
Triggers when a invoice is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - List Secondary Companies
List secondary companies added to your WeQuote account
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - List Currencies
List all the currencies enabled in the Wequote account
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - List Invoices
List all invoices ordered by most recently created
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - List Phase
List all phases ordered by name
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - List Project
List the projects under your organisation
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - List Subsystems
List all the subsystems in the organisation
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Purchase Order Created
Triggers when a PO is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Created
Triggers when a Project is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Quote Created
Triggers when a quote is created or cloned
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Customer IDRequired
- First NameRequired
- Surname
- Position
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Country
- Postcode
- Mobile
- Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- Document NameRequired
- Document URLRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote IDRequired
- Area ID
- Product IDRequired
- QuantityRequired
- Category ID
- Cost Price
- Sell Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job IDRequired
- Job StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Task StatusRequired
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- Supplier IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order IDRequired
- QuantityRequired
- SKU
- Manufacturer Name
- Model
- Description
- Unit Cost
- Received Quantity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- Job NameRequired
- Job TypeRequired
- Notes
- BillableRequired
- Auto CompleteRequired
- Address Line 1
- Address Line 2
- Address Line 3
- Posttown
- County
- Postcode
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IDRequired
- Contact ID
- Quote Number
- Quote Description / NameRequired
- Assignee Email
- Assignee ID
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Currency ID
- Secondary Company ID
- Zoho Deal ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote IDRequired
- TypeRequired
- Area Group ID
- DescriptionRequired
- Heading Content
- Image ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer Name
- Account Number
- Customer Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Quote IDRequired
- Description
ActionThis is an event a Zap performs.SearchFind existing data in your app- Dependency Name
- Dependency Type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job No
- Job Name
- Project ID
- Job Status
ActionThis is an event a Zap performs.SearchFind existing data in your app- Purchase Order Number
- Project ID
- Supplier ID
- Status
ActionThis is an event a Zap performs.SearchFind existing data in your app- Quote Number
- Quote Description
ActionThis is an event a Zap performs.SearchFind existing data in your app- Supplier Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- User Email
- User Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- WeQuote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Phase IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- SKURequired
- Catalogue ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Area or Area Group IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Task IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer NameRequired
- Account Number
- Customer Email
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Phone Number
- Email Address
- Website URL
- Notes
- Assignee ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Quote Number
- Quote Description
- Customer IDRequired
- Contact ID
- Quote Description / NameRequired
- Assignee Email
- Assignee ID
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Currency ID
- Secondary Company ID
- Zoho Deal ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Entity TypeRequired
- Activity Type
- NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Update Contact
Update an existing Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Search usingRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search usingRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- BoardRequired
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Customer Created
Triggers when a Customer is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Status Changed
Triggers when an Invoice status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - List Dependency
List all dependencies ordered by name
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Purchase Order Number
- Project ID
- Supplier ID
- Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- List Suppliers
List the suppliers under your organisation
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - List Users
List the users under your organisation
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Purchase Order Status Changed
Triggers when a PO status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Status Changed
Triggers when a Project status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Quote Status Changed
Triggers when a quote status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task IDRequired
- Dependency IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Job IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order IDRequired
- StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Original Quote IDRequired
- Customer IDRequired
- Quote Number
- Description / NameRequired
- Assignee Email
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Zoho Deal ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer NameRequired
- Account Number
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Phone Number
- Email Address
- Website URL
- Notes
- Assignee ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Description
- TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Phase NameRequired
- Phase Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote IDRequired
- Blank Revision
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task NameRequired
- Project IDRequired
- Job ID
- Task Description
- Duration in hrsRequired
- Phase ID
- BillableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote IDRequired
- TypeRequired
- Area Group ID
- DescriptionRequired
- Heading Content
- Image ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Quote IDRequired
- Description
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer IDRequired
- First Name
- Surname
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice Number
- Description
ActionThis is an event a Zap performs.SearchFind existing data in your app- Phase NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project Number
- Description
ActionThis is an event a Zap performs.SearchFind existing data in your app- DescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Task Name
- Project ID
- Job ID
- Task Status
ActionThis is an event a Zap performs.SearchFind existing data in your app- IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Dependency IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Purchase Order IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Supplier IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- User IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer IDRequired
- First Name
- Surname
- First NameRequired
- Surname
- Position
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Country
- Postcode
- Mobile
- Email
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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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