Capsule CRM + Fluid Pay Integration

Automatically generates a new person

Automatically retrieves information about a person

Automatically creates a new instance of the support system

Automatically searches for a opportunity

Automatically creates a new task

Automatically adds a note to a entity

Automatically generates a new invoice

Automatically finds and retrieves information about a organization

Automatically searches for a person or organisation

Automatically assigns a tag to a designated entity

Automatically generates a new case entry

Automatically searches for a case record

Automatically searches for a milestone

Automatically generates invoices for sales transactions

Automatically updates invoice details based on new information

Automatically locate and retrieve invoices with

Automatically deletes selected invoice records

Automatically retrieves a invoice using its ID

Automatically generates a new user account

Automatically generates a new plan based on user input

Automatically processes a refund

Automatically creates a new add-on

Automatically generates a new discount code for customers to use at checkout

Automatically searches for a transaction