Capsule CRM + SuperOffice CRM

Create appointments in SuperOffice CRM for new or updated opportunities in Capsule CRM

Stay on top of your sales opportunities by seamlessly connecting Capsule CRM and SuperOffice CRM. This workflow activates whenever a new or updated opportunity arises in Capsule CRM and instantly creates an appointment in SuperOffice CRM. Boost efficiency and never miss a sales opportunity with this streamlined automation.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Appointment
Creates a new appointment.
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- 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
Company Changed
Triggers when an existing company is changed.
Trigger
Instant
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Document Changed
Triggers when an existing document is changed.
Trigger
Instant
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Contact Changed
Triggers when an existing contact is changed.
Trigger
Instant
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Project Changed
Triggers when an existing project is modified in SuperOffice.
Trigger
Instant
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New Project Member
Triggers when a new project member is added to a project.
Trigger
Instant
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- Trigger whenRequired
Trigger
Instant
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Create Appointment
Creates a new appointment.
Action
Write
Create Company
Creates a new company.
Action
Write
Create Contact
Creates a new contact.
Action
Write
Create Project Member
Creates a new project member.
Action
Write
Create Sale
Creates a new sale.
Action
Write
Create Request Message
Creates a new message for an existing request.
Action
Write
- Document idRequired
- DocumentRequired
Action
Write
Update Request
Update an existing request content.
Action
Write
- Search ValueRequired
Action
Search
- Search ValueRequired
Action
Search
- Search ValueRequired
Action
Search or write
- Search ValueRequired
Action
Search or write
- Search ValueRequired
Action
Search or write

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- 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 Appointment
Triggers when a new appointment is created.
Trigger
Instant
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New Company
Triggers when a new company is created.
Trigger
Instant
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New Document
Triggers when a new document is created.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Project
Triggers when a new project is created.
Trigger
Instant
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New Sale
Triggers when a new sale is created.
Trigger
Instant
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New Request
Triggers when a new request is created.
Trigger
Instant
Try It
Create Request Message Attachment
Creates a new request message attachment.
Action
Write
Create Document
Creates a new document.
Action
Write
Create Project
Creates a new project.
Action
Write
Remove Project Member
Remove a project member.
Action
Write
Create Request
Creates a new request.
Action
Write
Update Company
Update an existing company content.
Action
Write
Update Contact
Update an existing contact content.
Action
Write
- Search ValueRequired
Action
Search
- Search ValueRequired
Action
Search
- Search ValueRequired
Action
Search
- Search ValueRequired
Action
Search or write
- Search ValueRequired
Action
Search or 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 SuperOffice CRM

SuperOffice CRM software helps businesses collaborate internally and improve their sales, marketing and service processes.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Related Zap Templates

Update SuperOffice CRM contacts when Capsule CRM contacts are new or updated

Create sales in SuperOffice CRM from new or updated opportunities in Capsule CRM

Capsule CRM + SuperOffice CRM

Create appointments in SuperOffice CRM for new or updated opportunities in Capsule CRM

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

Company Changed

Document Changed

Contact Changed

Project Changed

New Project Member

Sale Changed

Create Appointment

Create Company

Create Contact

Create Project Member

Create Sale

Create Request Message

Update Document Content

Update Request

Find Contact

Find Sale

Find or Create Company

Find or Create Project

Find or Create Request

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 Appointment

New Company

New Document

New Contact

New Project

New Sale

New Request

Create Request Message Attachment

Create Document

Create Project

Remove Project Member

Create Request

Update Company

Update Contact

Find Company

Find Project

Find Request

Find or Create Contact

Find or Create sale

About Capsule CRM

Related categories

Similar apps

Highrise

Streak

Insightly

About SuperOffice CRM

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates