
When this happens...
New Customer
New Payment
New Order
New Payment Chargeback
New Refund
New Settlements

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new customer is created
Triggers when a new payment is created
Triggers when a new order is created
Triggers when a new payment chargeback is created
Triggers when a new refund is created
Triggers when a new settlement is created
Action is the task that follows automatically within your Mollie integrations.
Creates a new customer
Retrieve a list of the organization's balances, including the primary balance.
Get balance by Id
Retrieve a list of all balance transactions. Transactions include for example payments, refunds, chargebacks, and settlements.
Retrieve a list of all customers.
Search for a customer in mollie

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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.
To start, connect both your Mollie and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Mollie triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how Mollie data is recorded in Capsule CRM. This includes choosing which data fields go into which fields of Capsule CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Mollie and Capsule CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Mollie and Capsule CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Mollie is a licensed business specializing in processing online payments on behalf of merchants.
Learn MoreCRM 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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