Capsule CRM + DoorLoop

Create DoorLoop prospects for new or updated Capsule CRM opportunities

Seamlessly integrate your Capsule CRM and DoorLoop workflows to optimize your sales process. With this automation, whenever a new or updated opportunity arises in Capsule CRM, a prospect will be created in DoorLoop. This efficient workflow eliminates the need for manual data entry and ensures all your potential clients are tracked and managed effectively in both platforms.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Prospect
Creates a Prospect
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- 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
- Number of days beforeRequired
- Portfolio
- Property
- Owner
Trigger
Polling
Try It
- Property
- Portfolio
- Vendor
Trigger
Polling
Try It
- Portfolio
- Property
- Owner
- Lease
Trigger
Polling
Try It
- Property
- Portfolio
Trigger
Polling
Try It
- Portfolio
- Property
- Unit
- Assigned User
Trigger
Polling
Try It
- Portfolio
- Property
- Assigned User
- TypeRequired
Trigger
Polling
Try It
- Portfolio
- Property
- Owner
Trigger
Polling
Try It
- Portfolio
- Property
- Vendor
Trigger
Polling
Try It
- Number of days before Move-OutRequired
- Portfolio
- Property
Trigger
Polling
Try It
- Type
- Property
Trigger
Polling
Try It
- LeaseRequired
- DateRequired
- AccountRequired
- Description
- AmountRequired
- Notes
- Reference
Action
Write
- First NameRequired
- Last NameRequired
- Company Name
- Notes
- Address - Street 1
- Address - Street 2
- Address - City
- Address - State
- Address - Zip
- Address - Country
- Phone type
- Number
- Email type
- Address
- Lead Source
- Minimum Bathrooms Wanted
- Minimum Bedrooms Requested
- Maximum Rent Requested
- Expected Move In Date
- Credit Score
- Monthy Income
- Campaign Source
- Campaign Medium
- Campaign Name
- Campaign Content
- Status
- Assigned to User
Action
Write
- First Name
- Last Name
- Company Name
- Notes
- Address - Street 1
- Address - Street 2
- Address - City
- Address - State
- Address - Zip
- Address - Country
- Email
- Type
- Number
- Properties
- ActiveRequired
Action
Write
- Search TermRequired
- Property
- Unit
- Tenant
Action
Search
- LeaseRequired
Action
Search
- Search termRequired
- Property
- Unit
- Lease
Action
Search
- Search TermRequired
Action
Search
- Search termRequired
- Property
- Unit
- Lease
- First NameRequired
- Last NameRequired
- Company Name
- Notes
- Address - Street 1
- Address - Street 2
- Address - City
- Address - State
- Address - Zip
- Address - Country
- Phone type
- Number
- Email type
- Address
- Lead Source
- Minimum Bathrooms Wanted
- Minimum Bedrooms Requested
- Maximum Rent Requested
- Expected Move In Date
- Credit Score
- Monthy Income
- Campaign Source
- Campaign Medium
- Campaign Name
- Campaign Content
- Status
- Assigned to User
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
- Property
- Portfolio
Trigger
Polling
Try It
- How many days beforeRequired
- Portfolio
- Property
- Owner
Trigger
Polling
Try It
- Portfolio
- Property
- Owner
- Status
Trigger
Polling
Try It
- Portfolio
- Property
- Owner
- Payment Method
Trigger
Polling
Try It
- Portfolio
- Owner
- Class
Trigger
Polling
Try It
- Property
- Portfolio
- Payment Method
- Owner
- Lease
Trigger
Polling
Try It
- Number of days before Move-InRequired
- Portfolio
- Property
Trigger
Polling
Try It
- Property
- Active
Trigger
Polling
Try It
- Days before ExpirationRequired
Trigger
Polling
Try It
- How many days BeforeRequired
- Property
Trigger
Polling
Try It
- DateRequired
- Reference #
- Payee TypeRequired
- PayeeRequired
- Pay From AccountRequired
- Payment MethodRequired
- CategoryRequired
- PropertyRequired
- AmountRequired
- Category
- Property
- Amount
- Category
- Property
- Amount
Action
Write
- LeaseRequired
- DateRequired
- AccountRequired
- Description
- AmountRequired
- Notes
- Reference
Action
Write
- SubjectRequired
- Description
- Property
- Tenant
- Due DateRequired
- Assigned to
- Priority
- Status
- typeRequired
Action
Write
- Search TermRequired
Action
Search
- LeaseRequired
Action
Search
- Search TermRequired
Action
Search
- Search TermRequired
Action
Search
- Search TermRequired
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.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

About DoorLoop

DoorLoop is a powerful software for managing all your properties. Market units, screen prospects, collect rent, handle bookkeeping, & more.

Learn more

Related categories

Productivity

Capsule CRM + DoorLoop

Create DoorLoop prospects for new or updated Capsule CRM opportunities

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

Lease Ending

New Expense

New Lease Charge

New Owner

New Prospect

New Task / Work Order

New Tenant or Prospect

New Vendor Bill

Tenant Moving Out

Updated Task / Work Order

Create Lease Charge

Create Prospect

Create Vendor

Find Lease

Find Next Lease Rent Change

Find Tenant or Prospect

Find User

Find or Create Prospect

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

In Eviction

Lease Starting

New Lease

New Lease Payment

New Property

New Returned Payment

Tenant Moving In

New Vendor

Renter Insurance Expiring

Upcoming Rent Change

Create Expense

Create Lease Credit

Create a Task/Work Order

Find Account

Find Lease Tenants

Find Property

Find Unit

Find Vendor

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Interfaces

About DoorLoop

Related categories