Capsule CRM + Nifty Integration

Connect Capsule CRM to Nifty in 1 click

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Popular Capsule CRM + Nifty Workflows

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Capsule CRM + Nifty Integration

Create Nifty task for new Capsule CRM person

Capsule CRM and Nifty 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 Nifty? 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.
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Capsule CRM + Nifty Integration

Create Nifty 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. Nifty is a great tool for this.

All you need to do is - integrate Nifty with Capsule CRM to create task in Nifty automatically when certain task occur in Capsule CRM. This can save you time by not having to manually create tasks in both systems.
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Capsule CRM + Nifty Integration

Create Nifty 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 Nifty 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 Nifty, creating task in Nifty is now easier than ever. Whenever a opportunity is created in Capsule CRM, you can automatically create a corresponding task in Nifty to keep your team up-to-date.
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Capsule CRM + Nifty Integration
1.
  • Capsule CRM
    Person is created in Capsule CRM Instant
  • Capsule CRM
    Person is updated in Capsule CRM Instant
  • Capsule CRM
    Task is created in Capsule CRM Instant
  • Capsule CRM
    Task is updated in Capsule CRM Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM Instant
  • Capsule CRM
    Case is created in Capsule CRM Instant
  • Capsule CRM
    Case is updated in Capsule CRM Instant
  • Capsule CRM
    Organisation is created in Capsule CRM Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM Instant
  • Nifty
    Task is created in Nifty
  • Nifty
    Task is Completed in Nifty
  • Nifty
    Project is created in Nifty
  • Nifty
    Task list is created in Nifty
  • Nifty
    Portfolio is created in Nifty
  • Nifty
    Subtask is created in Nifty
  • Nifty
    Document is created in Nifty
  • Nifty
    Tag is created in Nifty
  • Nifty
    New message is sent in Nifty
  • Nifty
    File is created in Nifty
  • Nifty
    Milestone is created in Nifty
2.
  • Capsule CRM
    Create person in Capsule CRM
  • Capsule CRM
    Search person in Capsule CRM
  • Capsule CRM
    Create opportunity in Capsule CRM
  • Capsule CRM
    Search opportunity in Capsule CRM
  • Capsule CRM
    Create task in Capsule CRM
  • Capsule CRM
    Add note to entity in Capsule CRM
  • Capsule CRM
    Create organisation in Capsule CRM
  • Capsule CRM
    Search organisation in Capsule CRM
  • Capsule CRM
    Search person or organisation in Capsule CRM
  • Capsule CRM
    Add tag to entity in Capsule CRM
  • Capsule CRM
    Create case in Capsule CRM
  • Capsule CRM
    Search case in Capsule CRM
  • Capsule CRM
    Search milestone in Capsule CRM
  • Nifty
    Create task in Nifty
  • Nifty
    Get task by ID in Nifty
  • Nifty
    Update task in Nifty
  • Nifty
    Create project in Nifty
  • Nifty
    Create subtask in Nifty
  • Nifty
    Create portfolio in Nifty
  • Nifty
    Create task list/group in Nifty
  • Nifty
    Send message in Nifty
  • Nifty
    Create milestone in Nifty
  • Nifty
    Create tag in Nifty
  • Nifty
    Create document in Nifty
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