Capsule CRM + Freshservice

Create Freshservice requesters for new or updated Capsule CRM opportunities

Keep your support team in the loop whenever there's a new or updated opportunity in Capsule CRM by setting up this automation. With this workflow, each time an opportunity is created or updated in Capsule CRM, a new requester will be created in Freshservice, ensuring that your support team is always informed and able to assist your customers efficiently. Say goodbye to manual data entry and enhance your team's collaboration with this seamless integration.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Requester
Allows you to create a Requester in Freshservice for your support domain.
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 User
Triggers when a new User is created.
Trigger
Instant
Try It
Update User
Triggers when a user is updated.
Trigger
Instant
Try It
- SubjectRequired
- EmailRequired
- DescriptionRequired
- Priority
- CC Emails
- Ticket StatusRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
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 Ticket
Triggers when there is a new ticket is created in Freshservice.
Trigger
Instant
Try It
Update Ticket
Triggers when a Ticket is updated.
Trigger
Instant
Try It
- Ticket NoRequired
- NotesRequired
- PrivateRequired
Action
Write
- First NameRequired
- Last Name
- Job Title
- Primary EmailRequired
- Mobile Phone Number
- Work Phone Number
- Address
- Background Information
Action
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 Freshservice

Freshservice is an online, cloud-based IT Helpdesk which is ITIL ready.

Related categories

Server Monitoring

Capsule CRM + Freshservice

Create Freshservice requesters for new or updated Capsule CRM opportunities

New or Updated Project

New or Updated Contact

Create Project

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Add Tag to Entity

Create Contact

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

Update Contact

Find Milestone

Find Contact

Find or Create Project

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Find or Create Contact

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

New User

Update User

Create Ticket

Priority

CC Emails

API Request (Beta)

Api Docs Info

Query String Parameters

Headers

Additional Request Headers

Body

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Activity Type

Create Opportunity

Description

Expected Close Date

Actual Close Date

Currency

Duration Basis

Owner

Track

Tags

Create Task

Detail

Category

Owner

Entity Type