Capsule CRM + Jibble

Create new Jibble projects from new or updated opportunities in Capsule CRM

Ensure your business projects are promptly set up in Jibble each time there's a new or updated opportunity in Capsule CRM. With this workflow, opportunities in Capsule CRM are instantly transformed into Jibble projects, streamlining your project setup process. Experience an efficient method of managing your business funnel without the need for manual intervention.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Project
Creates a Project.
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
New Activity
Triggers when a new activity is created.
Trigger
Polling
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New Clock-In
Triggers when someone clocks-in.
Trigger
Polling
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New Location
Triggers when a new location is created.
Trigger
Polling
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New Project
Triggers when a new project is created.
Trigger
Polling
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New or Update Client
Triggers when a new client is created or updated.
Trigger
Polling
Try It
New or Update Manual Time Entry
Triggered when manual time entry is added for member
Trigger
Polling
Try It
New or Update Person
Triggers when a new member is added or updated.
Trigger
Polling
Try It
New or Update Activity
Triggers when an activity is created or updated.
Trigger
Polling
Try It
- PersonRequired
- Activity
- Project
- Note
Action
Write
- NameRequired
- Description
- Code
- Color
Action
Write
- NameRequired
- Schedule
Action
Write
- Person IdRequired
- DateRequired
- HoursRequired
- MinutesRequired
- Activity Id
- Project Id
- Note
Action
Write
- NameRequired
- Code
- Description
- Client
- Location
Action
Write
- ActivityRequired
- Archive Activity
Action
Write
- GroupRequired
- Name
- Schedule
Action
Write
- Project IDRequired
- Archive Project
Action
Write
- Client NameRequired
Action
Search
- Group IdRequired
Action
Search
- Location IdRequired
Action
Search
- Person IdRequired
Action
Search
- Start DateRequired
- End DateRequired
Action
Search
- NameRequired
- Description
- Code
- Color
Action
Search or write
- NameRequired
- Schedule
Action
Search or write
- NameRequired
- AddressRequired
- GeoFence radius
- GeoFence radius units
- Coordinates latitude
- Coordinates longitude
Action
Search or write
- EmailRequired
- Full NameRequired
- Phone Number
- Group
- Schedule
- Code
Action
Search or write
- NameRequired
- Code
- Description
- Client
- Location
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
New Clock-Out
Triggers when someone clocks-out.
Trigger
Polling
Try It
New Client
Triggers when a new client is created.
Trigger
Polling
Try It
New Group
Triggers when a new group is created.
Trigger
Polling
Try It
New Person
Triggers when a new member is added.
Trigger
Polling
Try It
New TimeEntry Record
Triggers when someone clocks-in, clocks-out or go on break.
Trigger
Polling
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New or Update Group
Triggers when a new group is created or updated.
Trigger
Polling
Try It
New or Update Location
Triggers when a new location is created or updated.
Trigger
Polling
Try It
Go on Break
Triggers when someone is on break.
Trigger
Polling
Try It
New or Update Project
Triggers when a project is created or updated.
Trigger
Polling
Try It
- PersonRequired
- Note for Clock out
Action
Write
- NameRequired
- Code
Action
Write
- NameRequired
- AddressRequired
- GeoFence radius
- GeoFence radius units
- Coordinates latitude
- Coordinates longitude
Action
Write
- Full NameRequired
- Email
- Phone Number
- Group
- Schedule
- Code
Action
Write
- New Member EmailRequired
- New Member Full NameRequired
- code
Action
Write
- ClientRequired
- Name
- Code
Action
Write
- LocationRequired
- Name
- Address
- GeoFence radius
- GeoFence units
- Coordinates latitude
- Coordinates longitude
Action
Write
- Activity NameRequired
Action
Search
- Group NameRequired
Action
Search
- Location NameRequired
Action
Search
- Person emailRequired
Action
Search
- Project NameRequired
Action
Search
- PeriodRequired
- Start DateRequired
- Person
Action
Search
- NameRequired
- Code
Action
Search or write
- Group IdRequired
- NameRequired
- Schedule
Action
Search or write
- Location IdRequired
- NameRequired
- AddressRequired
- GeoFence radius
- GeoFence radius units
- Coordinates latitude
- Coordinates longitude
Action
Search or write
- Person IdRequired
- Full NameRequired
- Email
- Phone Number
- Group
- Schedule
- Code
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)

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About Jibble

Jibble is a free time & attendance software built to help businesses track time, manage payroll, monitor projects, and boost productivity - all in one platform.

Learn more

Related categories

Time Tracking Software

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Create new Jibble clients from new or updated Capsule CRM contacts

Clock in on Jibble for new or updated contacts in Capsule CRM

Create projects in Jibble for new or updated contacts in Capsule CRM

Capsule CRM + Jibble

Create new Jibble projects from new or updated opportunities in Capsule CRM

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

New Activity

New Clock-In

New Location

New Project

New or Update Client

New or Update Manual Time Entry

New or Update Person

New or Update Activity

Clock In

Create Activity

Create Group

Create Manual Time Entry

Create Project

Update Activity

Update Group

Update Project

Find Client

Find Group by Group Id

Find Location by Location Id

Find Person by Person Id

Find Timesheets Report as a CSV

Find or Create Activity

Find or Create Group

Find or Create Location

Find or Create Person

Find or Create Project

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

New Clock-Out

New Client

New Group

New Person

New TimeEntry Record

New or Update Group

New or Update Location

Go on Break

New or Update Project

Clock Out

Create Client

Create Location

Create Person

Create Person and Send Invite

Update Client

Update Location

Find Activity

Find Group

Find Location

Find Person

Find Project

Find Timesheets Summary

Find or Create Client

Find or Create Group

Find or Create Location

Find or Create Person

About Capsule CRM

Related categories

Similar apps

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