Capsule CRM and Salesflare

CRM (Customer Relationship Management) capsulecrm.com ↗

How to connect Capsule CRM

Via Zapier — 21 operations available. Set it up ↗
Via Make — 78 modules available. Set it up ↗

What you can automate

When new or Updated Opportunity in Capsule CRM, create opportunity in Salesflare.
When new or Updated Contact in Capsule CRM, find or create contact in Salesflare.
When new or Updated Task in Capsule CRM, create task in Salesflare.
When new Opportunity in Salesflare, create Opportunity in Capsule CRM.
When new Task in Salesflare, create Task in Capsule CRM.

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.

Capsule CRM operations on Zapier

Triggers (4)

Start a workflow when this happens

New or Updated Contact — Triggers when a given action is performed on a Person or Organisation.
New or Updated Opportunity — Triggers when a given action is performed on an Opportunity.
New or Updated Project — Triggers when a given action is performed on a Project.
New or Updated Task — Triggers when a given action is performed on a Task.

Actions (12)

Things Salesflare can make it do

API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Add Note to Entity — Adds a Note to an Entity.
Add Tag to Entity — Adds a Tag to an Entity.
Create Contact — Creates a new Person or Organisation.
Create Opportunity — Creates a new Opportunity.

Show 7 more actions

Create Project — Creates a new Project.
Create Task — Creates a new Task.
Find or Create Contact — Find a Person or Organisation, or Create if one does not exist.
Find or Create Opportunity — Find a Opportunity, or Create if one does not exist.
Find or Create Project — Find a Project, or Create if one does not exist.
Update Contact — Update an existing Contact
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

Searches (5)

Look up existing records

Find Contact — Finds a Person or Organisation.
Find Milestone — Finds a Milestone.
Find Opportunity — Finds a Opportunity.
Find Project — Finds a Project.
Find Stage — Finds a Stage.

Capsule CRM operations on Make

Triggers (8)

Start a workflow when this happens

Watch Opportunities — Triggers when an opportunity is created, updated or deleted.
Watch Parties — Triggers when a party is created, updated or deleted.
Watch Projects — Triggers when a case is created, updated or deleted.
Watch Tasks — Triggers when a task is created, updated or deleted.
Watch new Cases — Checks if a new case was created.

Show 3 more triggers

Watch new Opportunities — Checks if a new opportunity was created.
Watch new Parties — Checks if a new party was created.
Watch new Tasks — Checks if a new task was created.

Actions (45)

Things Salesflare can make it do

Add an Additional Party in Case — Adds an person or organisation as an additional contact to the case.
Add an Additional Party in Opportunity — Adds an person or organisation as an additional contact to the opportunity
Create a Case — Creates a new case.
Create a Custom Field — Creates a new party, opportunity or case custom field.
Create a Milestone — Creates a new opportunity milestone.

Show 40 more actions

Create a Party — Creates a new party.
Create a Tag — Defines a new party, opportunity or case tag.
Create a Task — Creates a new task.
Create a Task Category — Creates a new task category.
Create a Track — Applies a track definition to a case or opportunity to create a track.
Create an Entry — Creates a new entry.
Create an Opportunity — Creates a new opportunity.
Delete a Case — Deletes a specific case.
Delete a Custom Field — Removes a custom field from your capsule account
Delete a Milestone — Removes a Milestone from the capsule account. You cannot delete a Milestone while it is still being used on an Opportunity. First you need to update the Milestone on all such Opportunities.
Delete a Party — Deletes a specific party.
Delete a Tag — Removes a tag from the capsule account. NOTE that this will remove the tag from any parties, opportunities and cases it was assigned to.
Delete a Task — Deletes a specific task.
Delete a Task Category — Removes a category from your capsule account. Any tasks under this category will be retained but will become uncategorized.
Delete a Track — Removes a track and related tasks from case or opportunity.
Delete an Entry — Removes an entry from the capsule account and any associated attachments.
Delete an Opportunity — Deletes a specific opportunity.
Make an API Call — Performs an arbitrary authorized API call.
Remove an Additional Party in Case — Removes that person or organisation as an additional contact of the case.
Remove an Additional Party in Opportunity — Removes a party or organisation as an additional contact of the opportunity.
Show a Case — Shows a specific case
Show a Custom Field — Shows a specific custom field.
Show a Milestone — Shows a specific milestone.
Show a Party — Shows a specific person or organisation.
Show a Tag — Shows a specific tag.
Show a Task — Shows a specific task.
Show a Task Category — Shows a specific task category.
Show a Track — Shows a specific track.
Show an Entry — Shows a specified note, email or the details of a completed party task.
Show an Opportunity — Returns a specific opportunity.
Update a Case — Updates an existing case
Update a Custom Field — Updates the details of a party, opportunity or case field definition.
Update a Milestone — Updates the name, description or probability of a milestone.
Update a Party — Updates an existing party. Fields that are not included in the request will remain unchanged.
Update a Tag — Updates the details of a party, opportunity or case tag.
Update a Task — Updates an existing task.
Update a Task Category — Allows to rename or change the colour of the task category.
Update a Track — Updates basic details about a track.
Update an Entry — Updates the content of notes and emails.
Update an Opportunity — Updates an existing opportunity

Searches (25)

Look up existing records

List Additional Parties in Opportunity — Lists additional parties related to specific opportunity.
List Additional Parties in a Case — Lists additional parties related to specific case.
List Cases — Lists all cases.
List Custom Fields — Lists all custom fields.
List Deleted Opportunities — Lists all deleted opportunities.

Show 20 more searches

List Deleted Parties — Lists all parties that have been deleted from capsule since the date specified in the since parameter.
List Deleted Projects — Lists all deleted cases.
List Employees — Lists all employees linked to specific organisation.
List Entries — Lists notes, emails and completed tasks for parties, cases and opportunities.
List Entries by Date — Lists notes, emails and the details of completed party tasks in descending order starting with the most recent entry date first.
List Milestones — Lists all milestones.
List Opportunities — Lists all opportunities.
List Opportunities by Party — Lists all opportunities associated with the specific party.
List Parties — Lists all parties.
List Tags — Lists all tags for either party, opportunity or case.
List Task Categories — Lists all task categories.
List Tasks — Lists all tasks.
List Track Definitions — Lists track definitions with the option to filter for only the track definitions for cases or opportunities.
List Tracks — Lists tracks for a specific case or opportunity.
Search Cases — Searches for cases. This will return the same results as the global search inside Capsule.
Search Opportunities — Searches for opportunities. This will return the same results as the global search inside Capsule.
Search Parties — Searches for parties. This will return the same results as the global search inside Capsule.
Show Multiple Cases — Allows to load a list of cases by providing their unique ids.
Show Multiple Opportunities — Returns a list of opportunities, specified by the opportunityIds provided.
Show Multiple Parties — Allows to load a list of parties by providing their unique ids.