Connect Spaceinvoices and Capsule CRM
Integrate Spaceinvoices with Capsule CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Client in Spaceinvoices when New or Updated Contact in Capsule CRM
Send Document by Email in Spaceinvoices when New or Updated Contact in Capsule CRM
Create Client in Spaceinvoices when New or Updated Opportunity in Capsule CRM
Send Document by Email in Spaceinvoices when New or Updated Opportunity in Capsule CRM
Create Client in Spaceinvoices when New or Updated Project in Capsule-crm
Popular Spaceinvoices + Capsule CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Spaceinvoices
When this happens...
New Client
New Document
Client Updated
Client Deleted
New Item
Document Updated
Document Deleted
Item Updated
Item Deleted
New Payment
Payment Updated
Payment Deleted
New Recurrence
Recurrence Update
Recurrence Deleted
New Tax
Tax Updated
Tax Deleted
New Unit
Unit Updated
Unit Deleted
New Category
Category Deleted
Category Updated
New Price
Price Updated
Price Deleted
Order Deleted
New Order
Order Updated
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 Client in Spaceinvoices when New or Updated Contact in Capsule CRM
Use this flowSend Document by Email in Spaceinvoices when New or Updated Contact in Capsule CRM
Use this flowCreate Client in Spaceinvoices when New or Updated Opportunity in Capsule CRM
Use this flowSend Document by Email in Spaceinvoices when New or Updated Opportunity in Capsule CRM
Use this flowCreate Client in Spaceinvoices when New or Updated Project in Capsule-crm
Use this flowSend Document by Email in Spaceinvoices when New or Updated Project in Capsule-crm
Use this flowCreate Client in Spaceinvoices when New or Updated Task in Capsule-crm
Use this flowSend Document by Email in Spaceinvoices when New or Updated Task in Capsule-crm
Use this flowCreate Client in Spaceinvoices when New or Updated Users in Capsule-crm
Use this flowSend Document by Email in Spaceinvoices when New or Updated Users in Capsule-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Spaceinvoices and Capsule CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Triggered when a new client is created in SpaceInvoice.
New Document
Trigger when a new document is created.
Client Updated
Triggered when a client is updated in SpaceInvoice.
Client Deleted
Triggered when a client is deleted in SpaceInvoice.
New Item
Triggered when a new item is created in SpaceInvoice.
Document Updated
Trigger when a document is updated.
Do thisActions
Action is the task that follows automatically within your Spaceinvoices integrations.
Create Client
Create a new client in spaceinvoices.
Send Document by Email
Send document in email
Create Contact
Creates a new Person or Organisation.
Update Opportunity
Update an existing opportunity
List Tasks
Get a list of all tasks
Add Note to Entity
Adds a Note to an Entity.
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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From idea to automation.
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 Spaceinvoices
SpaceInvoice is a comprehensive invoicing platform designed to streamline billing processes for businesses of all sizes. It offers features such as customizable invoice templates, automated billing, and seamless integration with accounting software, making it an ideal solution for efficient financial management.
Learn more
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 Spaceinvoices 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 Spaceinvoices 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 Spaceinvoices triggers actions in Capsule CRM, and a separate workflow where Capsule CRM triggers actions in Spaceinvoices. 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 Spaceinvoices and Capsule CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Spaceinvoices 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.
