Capsule CRM + Harvest

Create Harvest tasks for new or updated Capsule CRM opportunities

Stay on top of your Capsule CRM opportunities by effortlessly managing tasks in Harvest. With this workflow, whenever a new or updated opportunity arises in Capsule CRM, a task will be created in Harvest. This automation ensures that you never miss an important opportunity and enhances your project management efficiency in Harvest.

Stay on top of your Capsule CRM opportunities by effortlessly managing tasks in Harvest. With this workflow, whenever a new or updated opportunity arises in Capsule CRM, a task will be created in Harvest. This automation ensures that you never miss an important opportunity and enhances your project management efficiency in Harvest.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    HarvestHarvest
    Create Task

    Creates a Task and optionally assigns it to a project

    ActionWrite
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Supported triggers and actions

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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)

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About Harvest

Simple time tracking software and powerful reporting that helps your team thrive.
Learn more

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  • Time Tracking Software