Capsule CRM + Daftra

Add or update Capsule CRM contacts to create Daftra clients effortlessly

Effortlessly keep your Capsule CRM contacts and Daftra clients in sync with this seamless workflow. Whenever a new or updated contact is detected in Capsule CRM, the automation will create or update a client in Daftra, ensuring your client database stays up-to-date without manual data entry. Save time and stay organized by streamlining your customer management process.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
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Add Client
Creates a new client
ActionWrite

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Supported triggers and actions

- ActionRequired
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- ActionRequired
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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
Refund Receipt Created
Triggers when a new Refund Receipt is created
Trigger
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Client Deleted
Triggers when a Client is deleted.
Trigger
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Expense Deleted
Triggers when an Expense is deleted.
Trigger
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Invoice Payment Deleted
Triggers when an invoice Payment is deleted.
Trigger
Instant
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Purchase Order Deleted
Triggers when Purchase Order Deleted
Trigger
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Client Updated
Triggers when a Client is updated
Trigger
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Expense Updated
Triggers when an Expense is updated.
Trigger
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Invoice Payment Updated
Triggers when an Invoice Payment is updated.
Trigger
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Purchase Order Updated
Triggers when Purchase Order was updated.
Trigger
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Estimate Created
Triggers when a new Estimate is created
Trigger
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Estimate Updated
Triggers when an Estimate is updated
Trigger
Instant
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Client Created
Triggers when a new client is created.
Trigger
Instant
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Invoice Payment Created
Triggers when a new Invoice Payment is created.
Trigger
Instant
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Product Created
Triggers when there's a new product.
Trigger
Instant
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Product Updated
Triggers when a Product is updated
Trigger
Instant
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Supplier Deleted
Triggers when supplier is deleted.
Trigger
Instant
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Add Estimate
Creates a new Estimate
Action
Write
Add Invoice Payment
Creates a new Invoice Payment
Action
Write
Add Purchase Order
Creates a new Purchase Order
Action
Write
Add Client
Creates a new client
Action
Write
Add Journal
Creates a new Journal
Action
Write
- IDRequired
Action
Write
- IDRequired
Action
Write
- IDRequired
Action
Write
- IDRequired
Action
Write
- IDRequired
Action
Write
Edit Estimate
Edits an Estimate
Action
Write
Edit Invoice
Edits an Invoice
Action
Write
Edit Journal
Edits a Journal
Action
Write
Edit Purchase Order
Edits a Purchase Order
Action
Write
Edit Supplier
Edits a Supplier
Action
Write

- ActionRequired
Trigger
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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
Credit Note Created
Triggers when a new Credit Note is created.
Trigger
Instant
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Purchase Order Created
Trigger When New Purchase Order is created
Trigger
Instant
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Credit Note Deleted
Triggers when a Credit Note is Deleted.
Trigger
Instant
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Delete Invoice
Triggers when an Invoice is deleted.
Trigger
Instant
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Journal Deleted
Triggers when a Journal is deleted.
Trigger
Instant
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Refund Receipt Deleted
Triggers when a Refund Receipt is deleted.
Trigger
Instant
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Credit Note Updated
Triggers when a Credit Note is Updated.
Trigger
Instant
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Invoice Updated
Triggers when a Invoice is updated.
Trigger
Instant
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Journal Updated
Triggers when a Journal is updated.
Trigger
Instant
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Refund Receipt Updated
Triggers when a Refund Receipt was updated
Trigger
Instant
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Estimate Deleted
Triggers when an Estimate is deleted
Trigger
Instant
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Invoice Created
Triggers when there's a new Invoice.
Trigger
Instant
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New Expense Created
Triggers when a new Expense is created.
Trigger
Instant
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Journal Created
Triggers when a new Journal is created.
Trigger
Instant
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Product Deleted
Triggers when a Product is deleted
Trigger
Instant
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Supplier Created
Triggers when a new supplier is created.
Trigger
Instant
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Supplier Updated
Triggers when Supplier is updated.
Trigger
Instant
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Add Invoice
Creates a new Invoice
Action
Write
Add Product
Creates a new Product
Action
Write
Add Refund Receipt
Creates a new Refund Receipt
Action
Write
Add Expense
Creates a new Expense
Action
Write
Add Supplier
Creates a new supplier
Action
Write
- Estimate IDRequired
Action
Write
- Invoice IDRequired
Action
Write
- IDRequired
Action
Write
- Refund Receipt IDRequired
Action
Write
Edit Client
Edits a Client
Action
Write
Edit Expense
Edits an Expense
Action
Write
Edit Invoice Payment
Edits an Invoice Payment
Action
Write
Edit Product
Edits a Product
Action
Write
Edit Refund Receipt
Edits a Refund Receipt
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.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

About Daftra

Daftra is a cloud ERP and accounting software designed exclusively for small and medium companies and their teams. Send invoices, track expenses, manage your accounting, and collaborate on projects.

Related categories

Accounting

Capsule CRM + Daftra

Add or update Capsule CRM contacts to create Daftra clients effortlessly

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

Refund Receipt Created

Client Deleted

Expense Deleted

Invoice Payment Deleted

Purchase Order Deleted

Client Updated

Expense Updated

Invoice Payment Updated

Purchase Order Updated

Estimate Created

Estimate Updated

Client Created

Invoice Payment Created

Product Created

Product Updated

Supplier Deleted

Add Estimate

Add Invoice Payment

Add Purchase Order

Add Client

Add Journal

Delete Client

Delete Expense

Delete Invoice Payment

Delete Purchase Order

Delete Supplier

Edit Estimate

Edit Invoice

Edit Journal

Edit Purchase Order

Edit Supplier

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

Credit Note Created

Purchase Order Created

Credit Note Deleted

Delete Invoice

Journal Deleted

Refund Receipt Deleted

Credit Note Updated

Invoice Updated

Journal Updated

Refund Receipt Updated

Estimate Deleted

Invoice Created

New Expense Created

Journal Created

Product Deleted

Supplier Created

Supplier Updated

Add Invoice

Add Product

Add Refund Receipt

Add Expense

Add Supplier

Delete Estimate

Delete Invoice

Delete Product

Delete Refund Receipt