Capsule CRM + Schedule by Zapier

Create new opportunities in Capsule CRM every day with Schedule by Zapier

Automate your daily CRM tasks with this efficient workflow. Every day, a new business opportunity gets created within your Capsule CRM, helping your organization to stay on top of potential leads. This consistent routine can be a game-changer, as it saves valuable time and ensures no opportunity falls by the wayside. Be always ready to seize the day with this convenient automation.

When this happens...
Every Day
Triggers every day at the time selected.
TriggerInstant
automatically do this!
Create Opportunity
Creates a new Opportunity.
ActionWrite

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Supported triggers and actions

- Frequency TypeRequired
- Interval
- Start DateRequired
- Time of DayRequired
- Timezone Override (Optional)
Trigger
Instant
Try It
- Time Offset
- Trigger on weekends?
Trigger
Instant
Try It
- Day of the WeekRequired
- Time of DayRequired
Trigger
Instant
Try It
- 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

- Time of DayRequired
- Trigger on weekends?
Trigger
Instant
Try It
- Day of the MonthRequired
- Time of DayRequired
Trigger
Instant
Try It
- 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

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 Schedule by Zapier

Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.

Learn more

Capsule CRM + Schedule by Zapier

Create new opportunities in Capsule CRM every day with Schedule by Zapier

Supported triggers and actions

Custom Frequency

Every Hour

Every Week

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

Every Day

Every Month

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

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Interfaces

About Schedule by Zapier

Related categories