Capsule CRM + Customer Fields

Create customers in Customer Fields for new or updated contacts in Capsule CRM

Easily keep your Capsule CRM contacts and Customer Fields customers in sync with this efficient workflow. Whenever a new or updated contact is registered in Capsule CRM, a customer will be created in the Customer Fields app, ensuring your databases are always up-to-date. This automation saves you time and effort while maintaining accurate records across both platforms.

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
Create a new customer.
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
- FormRequired
Trigger
Instant
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- Event nameRequired
- Event detail keys
Trigger
Instant
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- First name (first_name)
- Last name (last_name)
- Email (email)
- Data Column Notice
- Add to form (ID)
Action
Write
- Customer IDRequired
- First name (first_name)
- Last name (last_name)
- Email (email)
- Data Column Notice
- Add to form (ID)
Action
Write
- Search fieldRequired
- Search valueRequired
- First name (first_name)
- Last name (last_name)
- Email (email)
- Data Column Notice
- Add to form (ID)
Action
Search or write

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- 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
- SegmentRequired
Trigger
Instant
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New Customer
Triggers when a new customer is created.
Trigger
Instant
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Updated Customer
Triggers when a customer is updated.
Trigger
Instant
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- Customer IDRequired
Action
Write
- Search fieldRequired
- Search valueRequired
Action
Search

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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