Enable Integrations or automations with these events of Capsule CRM and Shorte.st
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.
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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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
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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