Connect VATSense and Capsule CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for VATSense
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 VATSense and Capsule CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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 VATSense integrations.
Validate VAT number
Check if a VAT number is valid and return its registration details
Convert Currency
Convert an amount to another currency
Get countries
Get the available countries for VAT settings
Get currency conversion rates
Get the latest currency conversion rates.
Create invoice
Create a new invoice with line items, VAT rates, currency, and notes.
Add items to invoice
Add one or more items to an existing invoice.
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Frequently Asked Questions
To start, connect both your VATSense and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in VATSense triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how VATSense 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 VATSense 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 VATSense 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 VATSense
VATSense is a comprehensive platform designed to streamline and enhance your VAT management processes. With advanced tools for tracking, calculating, and reporting VAT, it ensures compliance and efficiency for businesses of all sizes.
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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