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 Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create a Customer
Creates a Customer on WeQuote using the supplier information.
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
- Quote IDRequired
Trigger
Polling
Try It
List Currencies
List all the currencies enabled in the Wequote account
Trigger
Polling
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- Purchase Order IDRequired
Trigger
Polling
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List Project
List the projects under your organisation
Trigger
Polling
Try It
List Subsystems
List all the subsystems in the organisation
Trigger
Polling
Try It
Purchase Order Created
Triggers when a PO is created
Trigger
Instant
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Project Created
Triggers when a Project is created
Trigger
Instant
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Quote Created
Triggers when a quote is created or cloned
Trigger
Instant
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- Customer IDRequired
- First NameRequired
- Surname
- Position
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Country
- Postcode
- Mobile
- Email
Action
Write
- Purchase Order IDRequired
- StatusRequired
Action
Write
- Project IDRequired
- Supplier IDRequired
Action
Write
- Purchase Order IDRequired
- QuantityRequired
- SKU
- Manufacturer Name
- Model
- Description
- Unit Cost
- Received Quantity
Action
Write
- Quote IDRequired
- Blank Revision
Action
Write
- Quote IDRequired
Action
Write
- Quote IDRequired
- TypeRequired
- Area Group ID
- DescriptionRequired
- Heading Content
- Image ID
Action
Search
- Quote IDRequired
- Description
Action
Search
- Customer IDRequired
- First Name
- Surname
Action
Search
- Project Number
- Description
Action
Search
- DescriptionRequired
Action
Search
- IDRequired
Action
Search
- Purchase Order IDRequired
Action
Search
- Project IDRequired
Action
Search
- Supplier IDRequired
Action
Search
- Customer IDRequired
- First Name
- Surname
- First NameRequired
- Surname
- Position
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Country
- Postcode
- Mobile
- Email
Action
Search or 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
- Quote IDRequired
Trigger
Polling
Try It
- Quote IDRequired
Trigger
Polling
Try It
- Project IDRequired
- Supplier ID
- Status
Trigger
Polling
Try It
List Product
List all products in an organisation
Trigger
Polling
Try It
- Quote IDRequired
Trigger
Polling
Try It
List Suppliers
List the suppliers under your organisation
Trigger
Polling
Try It
Purchase Order Status Changed
Triggers when a PO status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Trigger
Instant
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Project Status Changed
Triggers when a Project status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Trigger
Instant
Try It
Quote Status Changed
Triggers when a quote status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Trigger
Instant
Try It
- Quote IDRequired
- Area ID
- Product IDRequired
- QuantityRequired
- Category ID
- Cost Price
- Sell Price
Action
Write
- Original Quote IDRequired
- Customer IDRequired
- Quote Number
- Description / NameRequired
- Assignee Email
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
Action
Write
- Customer NameRequired
- Account Number
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Phone Number
- Email Address
- Website URL
- Notes
Action
Write
- Customer IDRequired
- Contact ID
- Quote Number
- Quote Description / NameRequired
- Assignee Email
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Currency ID
Action
Write
- Quote IDRequired
- TypeRequired
- Area Group ID
- DescriptionRequired
- Heading Content
- Image ID
Action
Write
- Quote IDRequired
Action
Write
- Customer Name
- Account Number
Action
Search
- Quote IDRequired
- Description
Action
Search
- Project IDRequired
- Purchase Order Number
- Supplier ID
- Status
Action
Search
- Quote Number
- Quote Description
Action
Search
- Supplier Name
Action
Search
- WeQuote IDRequired
Action
Search
- SKURequired
- Catalogue ID
Action
Search
- Area or Area Group IDRequired
Action
Search
- Customer NameRequired
- Account Number
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Phone Number
- Email Address
- Website URL
- Notes
Action
Search or write
- Quote Number
- Quote Description
- Customer IDRequired
- Contact ID
- Quote Description / NameRequired
- Assignee Email
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Currency ID
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.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

About WeQuote

WeQuote is a cloud-based quoting platform built for integrators to quote quickly. Stop manually adding parts and start quoting immediately.

Related categories

IT Operations

Capsule CRM + WeQuote

Turn new or updated Capsule CRM contacts into customers in WeQuote

New or Updated Project

New or Updated Contact

Create Project

Add Tag to Entity

Create Contact

API Request (Beta)

Update Opportunity

Find Milestone

Find Contact

Find or Create Project

Find or Create Contact

List Area and Area Groups

List Currencies

List Purchase Order Lines

List Project

List Subsystems

Purchase Order Created

Project Created

Quote Created

Add Contact to Customer

Change Purchase Order Status

Create Blank Purchase Order

Create Custom PO Line

Create Revision of a Quote

Get a Quote

Create Area or Area Group

Find Area

Find a Contact

Find Project

Find Subsystems

Get a Contact

Get Purchase Order

Get Project

Get Supplier

Find or Add a Customer's Contact

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Create Opportunity

Create Task

Update Contact

Find Project

Find Opportunity

Find Stage

Find or Create Opportunity

List Area

List Area Group

List Purchase Orders

List Product

List Quote Lines

List Suppliers

Purchase Order Status Changed

Project Status Changed

Quote Status Changed

Add Product to Quote

Clone a Quote

Create a Customer

Create a Quote

Create Area or Area Group

Get Quote Lines

Find Customer

Find Area Group

Find Purchase Order

Find Quote

Find Supplier

Get a Customer

Get Product

Get Area/Area Group

Find or Create Customer

Find or Create Quote

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Interfaces

About WeQuote

Related categories