Connect Capsule CRM and Tadabase integrations
Connect Capsule CRM and Tadabase with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Capsule CRM and Tadabase to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Checks if a new case was created.
Checks if a new opportunity was created.
Checks if a new party was created.
Checks if a new task was created.
Triggers when an opportunity is created, updated or deleted.
Triggers when a party is created, updated or deleted.
Triggers when a case is created, updated or deleted.
Triggers when a task is created, updated or deleted.
Saves a new record.
Deletes a record.
Gets a record.
Performs an arbitrary authorized API call.
Updates an existing record.
Uploads a file to a record by the record ID.
Filters and sorts records based on conditions.
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Build your Capsule CRM and Tadabase integrations.
Create custom Capsule CRM and Tadabase workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds an person or organisation as an additional contact to the case.
Adds an person or organisation as an additional contact to the opportunity
Creates a new case.
Creates a new party, opportunity or case custom field.
Creates a new opportunity milestone.
Creates a new party.
Saves a new record.
Defines a new party, opportunity or case tag.
Creates a new task.
Popular Capsule CRM and Tadabase workflows.
Looking to get more out of Capsule CRM and Tadabase? With Make you can visually integrate Capsule CRM and Tadabase into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Display Capsule CRM information to an Aircall agent as an insight card
Every time a new inbound or outbound Aircall call is created, an Aircall agent will see the insight card about the caller or the callee with the information from Capsule CRM.
TRY IT ->Create Tadabase records for new Notion database items
Every time a new row is added to your Notion database, Make will automatically create a record in Tadabase.
TRY IT ->Export Tadabase records to Google Sheets
This template helps you export your Tadabase records to a Google Sheets spreadsheet. You can setup this scenario to run automatically at regular intervals (every hour, day, week, etc...)
TRY IT ->Add new Cliengo contacts to Capsule CRM as tasks
Every time a new contact is created in Cliengo, Make will automatically create a new task in Capsule CRM.
TRY IT ->Create Tadabase records for new Google Forms entries
Every time a new entry is submitted to your Google Form, Make will automatically create a record in Tadabase.
TRY IT ->Create Tadabase records for new Trello cards
Every time a new card is added to Trello, Make will automatically create a record in Tadabase.
TRY IT ->Create Tadabase records for new Google Sheets rows
Every time a new row is added to your Google Sheets spreadsheet, Make will automatically create a record in Tadabase.
TRY IT ->Create Tadabase records for new Github issues
Every time a new issue is added to Github, Make will automatically create a record in Tadabase.
TRY IT ->Create a Capsule CRM party (person) when a new ActiveDEMAND contact is created
Every time a new ActiveDEMAND contact is created, Make will automatically create a Capsule CRM person (if it doesn't already exist).
TRY IT ->
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