Agendor + Capsule CRM

Create or update Agendor people when new or updated Capsule CRM contacts are detected

Keep your CRM contacts in sync with your sales platform seamlessly with this Capsule CRM-Agendor automation. Whenever a new or updated contact is detected in Capsule CRM, this workflow will create or update a person in Agendor, ensuring that your sales team always has the most up-to-date information. This way, you can effortlessly maintain a consistent contact database across both platforms and streamline your sales processes.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create or Update Person
Creates or updates a Person (Pessoa).
ActionWrite

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Supported triggers and actions

What does this mean?

- 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

- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
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 Deal
Triggers when a new Deal (Negócio) is created.
Trigger
Instant
Try It
Deal Stage Changed
Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.
Trigger
Instant
Try It
Deal Won
Triggers when a Deal (Negócio) is set as won.
Trigger
Instant
Try It
Updated Organization
Triggers when an Organization (Empresa) is edited.
Trigger
Instant
Try It
Updated Person
Triggers when a Person (Pessoa) is edited.
Trigger
Instant
Try It
- DealRequired
- Funnel (Funil)
Action
Write
- DealRequired
- Value (Valor)
- Description (Descrição)
- Start Time (Data de Início)
- Products (Produtos)
Action
Write
- Name (Nome)Required
- Legal Name (Razão Social)
- CNPJ
- Description (Descrição)
- Website
- Ranking
- Owner User (Usuário Responsável)
- Email
- Work Phone (Telefone de Trabalho)
- Mobile Phone (Telefone Celular)
- Fax Phone
- WhatsApp
- Facebook
- Twitter
- Instagram
- LinkedIn
- Skype
- Postal Code (CEP)
- Country (País)
- State (Estado)
- City (Cidade)
- District (Bairro)
- Street (Rua)
- Additional Address Info (Complemento)
- Category (Categoria)
- Sector (Setor)
- Products (Produtos)
- Lead Origin (Origem do Cliente)
Action
Write
- Name (Nome)Required
- EmailRequired
- Role (Cargo)
- CPF
- Ranking
- Description (Descrição)
- Birthday (Aniversário)
- Owner User (Usuário Responsável)
- Organization (Empresa)
- Category (Categoria)
- Products (Produtos)
- Lead Origin (Origem do Cliente)
- Author (Criador)
- Work Phone (Telefone de Trabalho)
- Mobile Phone (Telefone Celular)
- Fax Phone
- WhatsApp
- Facebook
- Twitter
- Instagram
- LinkedIn
- Skype
- Postal Code (CEP)
- Country (País)
- State (Estado)
- City (Cidade)
- District (Bairro)
- Street (Rua)
- Additional Address Info (Complemento)
Action
Write
- Title (Título)
- Organization (Empresa)
- Person
Action
Search
- Name
- Cpf
- Email
Action
Search
- Name (Nome)Required
- CNPJ
- Email
- Legal Name (Razão Social)
- Description (Descrição)
- Website
- Ranking
- Owner User (Usuário Responsável)
- Work Phone (Telefone de Trabalho)
- Mobile Phone (Telefone Celular)
- Fax Phone
- WhatsApp
- Facebook
- Twitter
- Instagram
- LinkedIn
- Skype
- Postal Code (CEP)
- Country (País)
- State (Estado)
- City (Cidade)
- District (Bairro)
- Street (Rua)
- Additional Address Info (Complemento)
- Category (Categoria)
- Sector (Setor)
- Products (Produtos)
- Lead Origin (Origem do Cliente)
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 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
- 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 Task
Triggers when a new Task (Tarefa/Comentário) is created.
Trigger
Instant
Try It
Deal Lost
Triggers when a Deal (Negócio) is set as lost.
Trigger
Instant
Try It
Updated Deal
Triggers when a Deal (Negócio) is edited.
Trigger
Instant
Try It
New Organization
Triggers when a new Organization (Empresa) is created.
Trigger
Instant
Try It
New Person
Triggers when a new Person (Pessoa) is created.
Trigger
Instant
Try It
- Relates to (Relaciona-se a)Required
- Text (Texto)Required
- Author (Criador)Required
- Due Date (Data de Agendamento)
- Assigned Users (Usuários Responsáveis)
- Finished? (Finalizada?)
- Metrics (Métricas)
- Type (Tipo)
Action
Write
- DealRequired
- Deal Status (Status do Negócio)Required
- End Time (Data de Conclusão)
Action
Write
- OrganizationRequired
- Name (Nome)
- Legal Name (Razão Social)
- CNPJ
- Description (Descrição)
- Website
- Ranking
- Owner User (Usuário Responsável)
- Email
- Work Phone (Telefone de Trabalho)
- Mobile Phone (Telefone Celular)
- Fax Phone
- WhatsApp
- Facebook
- Twitter
- Instagram
- LinkedIn
- Skype
- Postal Code (CEP)
- Country (País)
- State (Estado)
- City (Cidade)
- District (Bairro)
- Street (Rua)
- Additional Address Info (Complemento)
- Category (Categoria)
- Sector (Setor)
- Products (Produtos)
- Lead Origin (Origem do Cliente)
Action
Write
- PersonRequired
- Name (Nome)Required
- Role (Cargo)
- CPF
- Ranking
- Description (Descrição)
- Birthday (Aniversário)
- Owner User (Usuário Responsável)
- Organization (Empresa)
- Category (Categoria)
- Products (Produtos)
- Lead Origin (Origem do Cliente)
- Author (Criador)
- Email
- Work Phone (Telefone de Trabalho)
- Mobile Phone (Telefone Celular)
- Fax Phone
- WhatsApp
- Facebook
- Twitter
- Instagram
- LinkedIn
- Skype
- Postal Code (CEP)
- Country (País)
- State (Estado)
- City (Cidade)
- District (Bairro)
- Street (Rua)
- Additional Address Info (Complemento)
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Name
- Cnpj
- Email
Action
Search
- Title (Título)Required
- Organization (Empresa)
- Person (Pessoa)
- Deal Status (Status do Negócio)
- Description (Descrição)
- Products (Produtos)
- Ranking
- Start Time (Data de Início)
- End Time (Data de Conclusão)
- Owner User (Usuário Responsável)
- Funnel (Funil)
- Value (Valor)
- Author (Criador)
Action
Search or write
- Name (Nome)Required
- CPF
- Email
- Role (Cargo)
- Ranking
- Description (Descrição)
- Birthday (Aniversário)
- Owner User (Usuário Responsável)
- Organization (Empresa)
- Category (Categoria)
- Products (Produtos)
- Lead Origin (Origem do Cliente)
- Author (Criador)
- Work Phone (Telefone de Trabalho)
- Mobile Phone (Telefone Celular)
- Fax Phone
- WhatsApp
- Facebook
- Twitter
- Instagram
- LinkedIn
- Skype
- Postal Code (CEP)
- Country (País)
- State (Estado)
- City (Cidade)
- District (Bairro)
- Street (Rua)
- Additional Address Info (Complemento)
Action
Search or write

About Agendor

Agendor is a sales improvement platform with web and mobile version designed for Brazilian companies with long sales cycles.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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)

Agendor + Capsule CRM

Create or update Agendor people when new or updated Capsule CRM contacts are detected

New or Updated Project

New or Updated Contact

Create Project

Add Tag to Entity

Create Contact

API Request (Beta)

Update Contact

Find Milestone

Find Contact

Find or Create Project

Find or Create Contact

New Deal

Deal Stage Changed

Deal Won

Updated Organization

Updated Person

Update Deal Stage

Update Deal Basic Data

Create or Update Organization

Create or Update Person

Find Deal

Find Person

Find or Create Organization

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Create Opportunity

Create Task

Update Opportunity

Find Project

Find Opportunity

Find Stage

Find or Create Opportunity

New Task

Deal Lost

Updated Deal

New Organization

New Person

Create Task

Update Deal Status

Update Organization

Update Person

API Request (Beta)

Find Organization

Find or Create Deal

Find or Create Person

About Agendor

Related categories

Similar apps

Zapier Interfaces

About Capsule CRM

Related categories

Similar apps

Highrise

Streak

Insightly