Connect pike13 and Capsule CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Person Created
Person Updated
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 pike13 and Capsule CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Person Created
Triggers when a new person is added to your business.
Person Updated
Triggers when a person is updated in your business.
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
Action is the task that follows automatically within your pike13 integrations.
List Account
List all user's account details
List Businesses
List all Businesses
List Account People
List account people.
List Custom Fields
Lists the available custom fields.
List Event
Lists all the event.
List Event Occurrence
Lists all event occurrence.
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Frequently Asked Questions
To start, connect both your pike13 and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in pike13 triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how pike13 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 pike13 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 pike13 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 pike13
The mobile-friendly Pike13 platform allows class-based businesses like strength and conditioning gyms, yoga studios, and pilates studios to manage everything from clients and schedules to billing and payroll.
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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