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Create integrations between Capsule CRM and Moxie
Create Expense in Moxie when New or Updated Project in Capsule-crm
Create Expense in Moxie when New or Updated Opportunity in Capsule CRM
Create Client in Moxie when New or Updated Task in Capsule-crm
Create Form Submission in Moxie when New or Updated Task in Capsule-crm
Create Client in Moxie when New or Updated Opportunity in Capsule CRM
Create Form Submission in Moxie when New or Updated Opportunity in Capsule CRM
Create Time Worked Entry in Moxie when New or Updated Opportunity in Capsule CRM
Create Time Worked Entry in Moxie when New or Updated Project in Capsule-crm
Search Clients in Moxie when New or Updated Task in Capsule-crm
Create Time Worked Entry in Moxie when New or Updated Contact in Capsule CRM
Actions and Triggers
When this happensTriggers
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
New or Updated Project
Triggers when a given action is performed on a Project.
New or Updated Task
Triggers when a given action is performed on a Task.
Do thisActions
Create Contact
Creates a new Person or Organisation.
List Tasks
Get a list of all tasks
Add Note to Entity
Adds a Note to an Entity.
Create Opportunity
Creates a new Opportunity.
Create a project
Create a new Project
Create Task
Creates a new Task.
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Frequently Asked Questions
About Capsule CRM
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.
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About Moxie
Moxie is a platform designed to enhance team collaboration and productivity by providing tools for effective communication and project management. It offers features such as task management, team chat, and file sharing to streamline workflows and improve team efficiency.
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