Connect Wrike and Capsule CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Folder
New Subfolder
New Comment
New Task
Task Deleted
Task Title Changed
Task Importance Changed
Task Status Changed
Task Dates Changed
TaskParentsAdded
TaskParentsRemoved
Task Responsibles Added
Task Responsibles Removed
Task Shareds Added
Task Shareds Removed
Task Description Changed
Project Dates Changed
Folder Deleted
Folder Title Changed
Folder Parents Added
Folder Parents Removed
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 Wrike and Capsule CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Folder
Triggered when a new folder is created.
New Subfolder
Trigger when a subfolder created.
New Comment
Trigger when new comment this created
New Task
Trigger when new task is created .
Task Deleted
Trigger when task is deleted
Task Title Changed
Trigger when task title is changed
Do thisActions
Action is the task that follows automatically within your Wrike integrations.
Create Folder
Create a new folder
Create Comment
Creates a new comment
Create Time Entry
Create a new time entry.
Create Task
Create a new task.
List Spaces
Returns a list of spaces.
List Contacts
List contacts of all users and user groups in current account.
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Frequently Asked Questions
To start, connect both your Wrike and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Wrike triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how Wrike 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 Wrike 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 Wrike 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 Wrike
Wrike is a versatile project management and collaboration platform designed to streamline workflows, enhance team productivity, and facilitate seamless communication. It offers a range of tools for task management, time tracking, and project planning, making it ideal for teams 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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