Create integrations between Capsule CRM and Plane.so
Add a Project in Planeso when New or Updated Contact in Capsule CRM
Fetch all projects from Plane.so when New or Updated Contact in Capsule CRM
Get Project Details in Planeso when New or Updated Contact in Capsule CRM
Update project details in Planeso when New or Updated Contact in Capsule CRM
Create an Issue in Planeso when New or Updated Contact in Capsule CRM
Retrieve Project Issues in Planeso when New or Updated Contact in Capsule CRM
Get a issue details in Planeso when New or Updated Contact in Capsule CRM
Delete an issue in Planeso when New or Updated Contact in Capsule CRM
Add a Project in Planeso when New or Updated Opportunity in Capsule CRM
Fetch all projects from Plane.so when New or Updated Opportunity 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.
New Issue Created
This trigger returns details of any issues that have been created in the specified project within the last 15 minutes.
Do thisActions
List Tasks
Get a list of all tasks
Create Opportunity
Creates a new Opportunity.
Create a project
Create a new Project
Add a Project
Add project in a workspace.
Fetch all projects
Fetches a list of all projects within a specified workspace.
Get Project Details
Get project details in a workspace.
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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.
Learn MoreAbout Plane.so
Plane.so is a platform designed to streamline project management and collaboration. It offers tools for task tracking, team communication, and project planning, making it easier for teams to stay organized and productive.
Learn More
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