Capsule CRM + NiceJob

Enroll contacts in NiceJob for new or updated projects in Capsule CRM

Effortlessly maintain contact with your clients when new or updated projects arise in Capsule CRM by enrolling them in a NiceJob campaign. This workflow seamlessly connects your Capsule CRM projects to NiceJob, ensuring your clients receive timely communication and an exceptional experience. Stay organized and enhance your client relationships with this user-friendly automation.

When this happens...
New or Updated Project
Triggers when a given action is performed on a Project.
TriggerInstant
automatically do this!
Enroll Contact
Enrolls a contact into a NiceJob campaign, defaulting to the Get Reviews campaign.
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
Review Created or Updated
Triggers when a new review is created or an existing review is updated.
Trigger
Instant
Try It
- Person IDRequired
- Employee IDs
- Name
- Description
- Status
- Completed At
- Tags
Action
Write
- Person IDsRequired
- Subtotal
- Discount
- Tax
- TotalRequired
- BalanceRequired
- Paid
- Status
- Tags
Action
Write
- Person IDsRequired
- Invoice IDs
- AmountRequired
- Description
- Status
- Tags
Action
Write
- Campaign ID
- EmailRequired
- Phone Number
- First Name
- Last Name
- Company
- Position
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
Person Created or Updated
Triggers when a new person is created or an existing person is updated.
Trigger
Instant
Try It
- Person IDRequired
- Employee IDs
- Name
- Amount
- Scheduled At
- Complete
- Completed At
- Tags
Action
Write
- EmailRequired
- First Name
- Last Name
- Phone Number
- Position
Action
Write
- EmailRequired
- First Name
- Last Name
- Phone Number
- Address
- City
- Country
- State
- Unit
- Zip Code
- Company
- Position
Action
Write
- Booking IDRequired
- Invoice ID
- Person IDRequired
- Employee IDs
- Name
- Amount
- Scheduled At
- Complete
- Completed At
- Tags
Action
Write
- EmailRequired
Action
Search

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.

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