When Person is updated in Capsule CRM > Create task in Avaza
When Person is updated in Capsule CRM then Create task in Avaza
Capsule CRM + Avaza Integration
Connect Capsule CRM to Avaza in 1 click
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Person is created in Capsule CRM Instant- Person is updated in Capsule CRM Instant
- Task is created in Capsule CRM Instant
- Task is updated in Capsule CRM Instant
- Opportunity is created in Capsule CRM Instant
- Opportunity is updated in Capsule CRM Instant
- Case is created in Capsule CRM Instant
- Case is updated in Capsule CRM Instant
- Organisation is created in Capsule CRM Instant
- Organisation is updated in Capsule CRM Instant
Estimate is deleted in Avaza Instant- Contact is created in Avaza Instant
- Contact is updated in Avaza Instant
- Contact is deleted in Avaza Instant
- Invoice is created in Avaza Instant
- Invoice is updated in Avaza Instant
- Company is created in Avaza Instant
- Project is created in Avaza Instant
- Project is updated in Avaza Instant
- Project is deleted in Avaza Instant
- Estimate is created in Avaza Instant
- Estimate is updated in Avaza Instant
- Company is updated in Avaza Instant
- Expense is updated in Avaza Instant
- Expense is deleted in Avaza Instant
- Expense is created in Avaza Instant
- Schedule series record is deleted in Avaza Instant
- Schedule series record is created in Avaza Instant
- Schedule series record is updated in Avaza Instant
2.
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Ready Workflows for Capsule CRM + Avaza Integration
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Most popular automations
When Person is created in Capsule CRM > Check any condition > Create task in Avaza
Capsule CRM + Avaza Integration
Create Avaza task for new Capsule CRM person
Capsule CRM and Avaza are both powerful tools that, when used correctly, can help you become more productive.
When you create a person in Capsule CRM, do you also create a task in Avaza? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
See moreWhen you create a person in Capsule CRM, do you also create a task in Avaza? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
Create Avaza task for new Capsule CRM task
Capsule CRM provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Capsule CRM. Avaza is a great tool for this.
All you need to do is - integrate Avaza with Capsule CRM to create task in Avaza automatically when certain task occur in Capsule CRM. This can save you time by not having to manually create tasks in both systems.
See moreAll you need to do is - integrate Avaza with Capsule CRM to create task in Avaza automatically when certain task occur in Capsule CRM. This can save you time by not having to manually create tasks in both systems.
Create Avaza task for new Capsule CRM opportunity
Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Avaza to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Capsule CRM? Well now there is!
With our integration between Capsule CRM and Avaza, creating task in Avaza is now easier than ever. Whenever a opportunity is created in Capsule CRM, you can automatically create a corresponding task in Avaza to keep your team up-to-date.
See moreWith our integration between Capsule CRM and Avaza, creating task in Avaza is now easier than ever. Whenever a opportunity is created in Capsule CRM, you can automatically create a corresponding task in Avaza to keep your team up-to-date.
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Top 10 Most Popular Capsule CRM Automations from
Integrately Community
Just click on the workflow you want to automate
Create Capsule CRM person for new Elementor Forms form submission
Create Capsule CRM opportunity for new Elementor Forms form submission
Create Capsule CRM person from new Shopify customer
Create Capsule CRM person for new WPForms form submission
Create Capsule CRM person for new Wave customer
Create Capsule CRM person for new Elementor Forms form submission
Create Capsule CRM opportunity for new Elementor Forms form submission
Create Capsule CRM person from new Shopify customer
Create Capsule CRM person for new WPForms form submission
Create Capsule CRM person for new Wave customer
Create Capsule CRM person for new Bit Form response
Send Phaxio fax for new Capsule CRM opportunity
Create Capsule CRM person for new GroovePages response
Create Capsule CRM person for new HappyForms form submission
Create Capsule CRM person for new Elite Funnels form submission
Create Capsule CRM person for new Bit Form response
Send Phaxio fax for new Capsule CRM opportunity
Create Capsule CRM person for new GroovePages response
Create Capsule CRM person for new HappyForms form submission
Create Capsule CRM person for new Elite Funnels form submission
Top 10 Most Popular Avaza Automations from
Integrately Community
Most popular
01
When Company is updated in Bigin by Zoho CRM > Create task in Avaza
02
When Contact is updated in Bigin by Zoho CRM > Create task in Avaza
03
When Resource updated in Satiurn > Create task in Avaza
04
When Contact is updated in Zendesk Sell > Create task in Avaza
05
When Membership is updated in Join It > Create task in Avaza
Most popular
01
When Company is updated in Bigin by Zoho CRM > Create task in Avaza
02
When Contact is updated in Bigin by Zoho CRM > Create task in Avaza
03
When Resource updated in Satiurn > Create task in Avaza
04
When Contact is updated in Zendesk Sell > Create task in Avaza
05
When Membership is updated in Join It > Create task in Avaza
06
Create Avaza task for new Copper task
07
Create Avaza task for new Gift Up! order
08
Create Avaza task for new FreeAgent contact
09
Create Avaza task for new 4Leads contact
10
Create Avaza task for new Zoho Sign document
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Capsule CRM
Capsule is a revolutionary sales CRM that helps you manage your contacts, pipeline and activities. The easy to use interface allows you to keep track of all your interactions with customers in one convenient place.
Avaza
Avaza is the #1 Project & Time Tracking tool. It's simple and easy to use, so you can get more done in less time. Get paid faster with built-in invoice and expense tracking, timesheets and invoicing. Try it now, risk free!
