Capsule CRM + TIMIFY

Create TIMIFY customers from new or updated Capsule CRM contacts

Keep your Capsule CRM contacts and TIMIFY customers in sync effortlessly with this seamless automation. Whenever a new or updated contact is added in Capsule CRM, a customer will be created in TIMIFY, ensuring your client records stay organized and up-to-date. Streamline your contact management and save valuable time with this efficient workflow.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create Customer
To Create a Customer in Timify
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
Group Event Participant Added
Triggers when a new participant is added to an existing group event in TIMIFY.
Trigger
Instant
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New Customer
Triggers when a customer is created.
Trigger
Instant
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New Group Event
Triggers when a new group event (with multiple participants) is created in TIMIFY.
Trigger
Instant
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New Resource
Triggers when a new resource (employee/room/etc.) is created in TIMIFY.
Trigger
Instant
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Resource Deleted
Triggers when a resource is deleted in TIMIFY.
Trigger
Instant
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Appointment Updated
Triggers when an existing appointment/booking is updated in TIMIFY.
Trigger
Instant
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Group Event Updated
Triggers when an existing group event (with multiple participants) is updated in TIMIFY.
Trigger
Instant
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- TitleRequired
- Resource ID(s)Required
- Duration (in minutes)Required
- Date & TimeRequired
- Notes
Action
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
Appointment Deleted
Triggers when an appointment is deleted in TIMIFY.
Trigger
Instant
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New Appointment
Triggers when a new appointment/booking is created in TIMIFY.
Trigger
Instant
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- FieldRequired
Trigger
Instant
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New Group Event Participant Added
Triggers when participant is added in a group event, however it only returns new participant, not all participants of that event.
Trigger
Instant
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New Service
Triggers when a new service is created in TIMIFY.
Trigger
Instant
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Resource Updated
Triggers when an existing resource is updated in TIMIFY.
Trigger
Instant
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Customer Updated
Triggers when a customer is updated in TIMIFY.
Trigger
Instant
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- ServiceRequired
- Resource ID(s)Required
- Date & TimeRequired
- DurationRequired
- Notes
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- External ID
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.

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