Connect Timesheet and Capsule CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New Task
New Team
New Rate
New Tag
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 Timesheet and Capsule CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created.
New Task
Triggers when a new task is created.
New Team
Triggers when a new team is created.
New Rate
Triggers when a new rate is created.
New Tag
Triggers when a new tags is created.
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
Do thisActions
Action is the task that follows automatically within your Timesheet integrations.
Create a Task
Creates a new task.
Create a Team
Creates a new team.
Create a Rate
Create a new rate.
Create a Tag
Create a new tag.
Create a Project
Creates a new project.
Update a Project
Update an existing project.
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Frequently Asked Questions
To start, connect both your Timesheet and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Timesheet triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how Timesheet 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 Timesheet 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 Timesheet 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 Timesheet
Timesheet.io offers a simple time tracking solution for teams, allowing for easy logging of work hours, project management, and analytics.
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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