Connect Quire and Capsule CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task Created
Task Reaches Its Due Date
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 Quire and Capsule CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Created
Runs when a new task is created.
Task Reaches Its Due Date
Runs when task reaches its due date
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 Quire integrations.
Get all organizations
Get all existing organizations
Find User
Finds an existing user in your Quire account.
Find Task By ID
Finds a task in a project by its ID.
Create Task Comment
Add a comment to a task, optionally pin it or post as another user.
Update Task
Update a task's title, dates, assignees, tags, priority, status, or followers.
Create Task
Add a task to a project with optional dates, assignees, followers, status, priority, and tags.
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Frequently Asked Questions
To start, connect both your Quire and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Quire triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how Quire 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 Quire 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 Quire 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 Quire
Quire is a collaborative project management tool designed to help teams plan, organize, and execute their tasks efficiently. It offers features such as task lists, Kanban boards, and real-time collaboration to streamline project workflows.
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.
Learn More
