Create Capsule CRM task for new WorkflowMAX job task
WorkflowMAX + Capsule CRM Integration
Capsule CRM + WorkflowMAX Integration
Connect Capsule CRM to WorkflowMAX in 1 click
Free forever.Use premium features free for 14 days.1.
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
New quote is issued in WorkflowMAX- Job is created in WorkflowMAX
- Client is created in WorkflowMAX
- Lead is created in WorkflowMAX
- Job is updated in WorkflowMAX
- Job task is added in WorkflowMAX
- Invoice is created in WorkflowMAX
- Timesheet is created in WorkflowMAX
- PO Bill is created in WorkflowMAX
- Quote is accepted in WorkflowMAX
- Job task is updated in WorkflowMAX
- New PO stock receipt is created in WorkflowMAX
- Task is created in WorkflowMAX
- Purchase order is created in WorkflowMAX
- New cost is created in WorkflowMAX
- New supplier is created in WorkflowMAX
2.
- Update person in Capsule CRM
- Create person in Capsule CRM
- Search person in Capsule CRM
- Create opportunity in Capsule CRM
- Search opportunity in Capsule CRM
- Create task in Capsule CRM
- Add note to entity in Capsule CRM
- Create organisation in Capsule CRM
- Search organisation in Capsule CRM
- Search person or organisation in Capsule CRM
- Add tag to entity in Capsule CRM
- Create case in Capsule CRM
- Search case in Capsule CRM
- Search milestone in Capsule CRM
- Create client in WorkflowMAX
- Create job in WorkflowMAX
- Create job cost in WorkflowMAX
- Create lead in WorkflowMAX
- Create purchase order in WorkflowMAX
- Create timesheet in WorkflowMAX
- Create cost admin in WorkflowMAX
- Create task admin in WorkflowMAX
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Create Capsule CRM person for new WorkflowMAX job task
WorkflowMAX + Capsule CRM Integration
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