
When this happens...
New or Updated Contact
New or Updated Opportunity
New or Updated Project
New or Updated Task
New or Updated Users

Automatically do this!
Create Card
Create Tag
Update Tag
Delete Tag
Create Column
Update Column
Delete Column
Update Collection
Delete Collection
Create Collection
Update Card
Delete Card
List Collections
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a given action is performed on a Person or Organisation.
Triggers when a given action is performed on an Opportunity.
Triggers when a given action is performed on a Project.
Triggers when a given action is performed on a Task.
Triggers when a given action is performed on a user.
Trigger when new Card is Created.
Action is the task that follows automatically within your Capsule CRM integrations.
Creates a new Person or Organisation.
Update an existing opportunity
Get a list of all tasks
Adds a Note to an Entity.
Creates a new Opportunity.
Create a new Project

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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Capsule CRM and Favro accounts to viaSocket. Once connected, you can set up a workflow where an event in Capsule CRM triggers actions in Favro (or vice versa).
Absolutely. You can customize how Capsule CRM data is recorded in Favro. This includes choosing which data fields go into which fields of Favro, setting up custom formats, and filtering out unwanted information.
The data sync between Capsule CRM and Favro typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Capsule CRM and Favro. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
CRM software helps sales teams enhance customer relationship management by centralizing customer information, tracking customer interactions across multiple platforms, and providing tools for effective contact management.
Learn MorePlan a wedding, build an award winning video game or even send a rocket into space. Favro helps you manage everything from the smallest task, to the most advanced project.
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