Connect Fakturoid and Capsule CRM
Integrate Fakturoid with Capsule CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Invoice in Fakturoid when New or Updated Contact in Capsule CRM
Create Subject in Fakturoid when New or Updated Contact in Capsule CRM
Get Subject from Fakturoid when New or Updated Contact in Capsule CRM
Update Invoice in Fakturoid when New or Updated Contact in Capsule CRM
Get Invoice from Fakturoid when New or Updated Contact in Capsule CRM
Popular Fakturoid + Capsule CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Fakturoid
When this happens...
- Request a new Trigger for Fakturoid
Choose an action
Capsule CRM
Automatically do this!
Create Contact
Update Opportunity
List Tasks
Add Note to Entity
Create Opportunity
Create a project
Create Task
Update Contact
Find Contact
Find Milestone
List Parties
List opportunities
List projects
List tasks
List users
List teams
List pipelines
List milestones
List lost reasons
List boards
List stages
List track definitions
List task categories
List activity types
Create Invoice in Fakturoid when New or Updated Contact in Capsule CRM
Use this flowCreate Subject in Fakturoid when New or Updated Contact in Capsule CRM
Use this flowGet Subject from Fakturoid when New or Updated Contact in Capsule CRM
Use this flowUpdate Invoice in Fakturoid when New or Updated Contact in Capsule CRM
Use this flowGet Invoice from Fakturoid when New or Updated Contact in Capsule CRM
Use this flowDelete Invoice in Fakturoid when New or Updated Contact in Capsule CRM
Use this flowCreate Payment in Fakturoid when New or Updated Contact in Capsule CRM
Use this flowDelete Invoice Payment in Fakturoid when New or Updated Contact in Capsule CRM
Use this flowCreate Gererator in Fakturoid when New or Updated Contact in Capsule CRM
Use this flowUpdate Gererator in Fakturoid when New or Updated Contact in Capsule CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Fakturoid and Capsule CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
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 or Updated Users
Triggers when a given action is performed on a user.
Do thisActions
Action is the task that follows automatically within your Fakturoid integrations.
Create Invoice
Generates a new invoice in Fakturoid.
Create Subject
Creates a subject in account.
Get Subject
Get an existing subject by id in account.
Update Invoice
Updates a invoice in Fakturoid.
Get Invoice
Get an existing invoice by id in Fakturoid.
Delete Invoice
Delete an existing invoice by id in Fakturoid.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Fakturoid
Fakturoid is an online invoicing and accounting platform designed to simplify financial management for small businesses and freelancers. It offers features such as automated invoicing, expense tracking, and financial reporting, making it easier to manage your business finances efficiently.
Learn moreSimilar apps
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 more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Fakturoid and Capsule CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Fakturoid and Capsule CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Capsule CRM. No coding required.
Yes. You can set up a workflow where Fakturoid triggers actions in Capsule CRM, and a separate workflow where Capsule CRM triggers actions in Fakturoid. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Fakturoid and Capsule CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Fakturoid and Capsule CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
