Create integrations between Capsule CRM and Teamdeck
Add booking to Teamdeck when New or Updated Contact in Capsule CRM
Create Project in Teamdeck when New or Updated Contact in Capsule CRM
Create Resource in Teamdeck when New or Updated Contact in Capsule CRM
Create Organization Unit in Teamdeck when New or Updated Contact in Capsule CRM
Time Entry Resource in Teamdeck when New or Updated Contact in Capsule CRM
Update Project in Teamdeck when New or Updated Contact in Capsule CRM
Add New MileStone to Teamdeck when New or Updated Contact in Capsule CRM
Add booking to Teamdeck when New or Updated Opportunity in Capsule CRM
Create Project in Teamdeck when New or Updated Opportunity in Capsule CRM
Create Resource in Teamdeck 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.
Do thisActions
List Tasks
Get a list of all tasks
Create Opportunity
Creates a new Opportunity.
Create a project
Create a new Project
Add booking
Add a new Booking to the Selected Resource.
Create Project
Creates a new Project in your Organization.
Create Resource
Creates a new rRsource in your Account.
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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 Teamdeck
Teamdeck is a resource management and scheduling tool designed to help teams optimize their workflow, manage their time effectively, and ensure project deadlines are met. It offers features such as time tracking, resource scheduling, and project planning to enhance team productivity.
Learn More
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