Connect Order Desk and Capsule CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Order
Choose an Action
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
Ready to use Order Desk and Capsule CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order
Triggers when a new order is created in OrderDesk.
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 Order Desk integrations.
Create an Order History Item
create an history item in order on orderdeck
Create Shipment
Creates a new shipment for an order, including tracking information and carrier details.
Create Order
Creates a new order in OrderDesk.
Create Order Item
Create a new Order Item in order desk.
Create an Inventory Item
Create a new inventory Items.
Update Single Inventory Item
Update a single inventory item from orderdesk.
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Frequently Asked Questions
To start, connect both your Order Desk and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Order Desk triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how Order Desk 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 Order Desk 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 Order Desk 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.
About Order Desk
Order Desk is a powerful order management system designed to streamline your e-commerce operations. It allows you to manage, process, and fulfill orders from multiple sales channels in one centralized platform.
Learn MoreAbout 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.
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