Agentcis + Capsule CRM

Add or update Capsule CRM contacts and create corresponding contacts in Agentcis

Easily maintain an up-to-date contact list across your Capsule CRM and Agentcis platforms with this seamless workflow. Whenever a new or updated contact is added in Capsule CRM, the contact will be added to Agentcis as well, ensuring consistent information throughout your customer relationship management tools. Save time and prevent data discrepancies, allowing you to focus on building strong relationships with your clients.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Add Contact
Add a new contact.
ActionWrite

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Supported triggers and actions

- 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 Lead
Triggers when a new lead is added.
Trigger
Scheduled
Try It
- Client Identifier
- First NameRequired
- Last NameRequired
- EmailRequired
- Phone Number
- Visa Expiry Date
- Preferred Intake
- Street
- City
- State
- Zip Code
- Assignee
- Branch Id
- Tags
Action
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 Client
Triggers when a new client is added.
Trigger
Scheduled
Try It
New Prospect
Triggers when a new prospect is added.
Trigger
Scheduled
Try It
- IdRequired
- Client Identifier
- First Name
- Last Name
- Email
- Phone Number
- Visa Expiry Date
- Preferred Intake
- Street
- City
- State
- Zip Code
Action
Write

About Agentcis

Agentcis is a business management application for Education and Migration Agencies that goes beyond currently available CRM platforms.

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