Enable Integrations or automations with these events of Capsule CRM and SigFig
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.
Get a list of all tasks
Create a new Project
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
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.
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 MoreSigFig is a digital wealth management platform that provides investment advisory services. It offers portfolio management, financial planning, and investment tracking tools to help users optimize their investment strategies and achieve their financial goals.
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