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Capsule CRM
Typeform

Connect Capsule CRM and Typeform integrations

Explore ready-made Capsule CRM and Typeform templates and start automating in minutes.

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Create a custom workflow

Integrate Capsule CRM with Typeform and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Capsule CRM
Trigger: Watch new Cases
Typeform
Action: Select an action
1. Select a trigger

  • 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.

2. Select an action

  • Creates a form.

  • Adds an image in your Typeform account.

  • Creates or updates a webhook.

  • Deletes a form.

  • Removes a webhook from a form.

  • Deletes an image from your Typeform account.

  • Gets a form.

  • Retrieves a file uploaded as an answer for a submission.

  • Performs an arbitrary authorized API call to manage data in Typeform.

  • Updates an existing form. Your request body must include all the existing form fields. Overwrites the previously stored form with the given form_ID. Any new fields in your request will be added to the form. Likewise, any fields you don't include in your request will be deleted from the form. Make sure your PUT request contains every field you want to include in your updated form.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Capsule CRM and Typeform.

Add an Additional Party in Case
Adds an person or organisation as an additional contact to the case.
Action
Add an Additional Party in Opportunity
Adds an person or organisation as an additional contact to the opportunity
Action
Create a Case
Creates a new case.
Action
Create a Custom Field
Creates a new party, opportunity or case custom field.
Action
Create a Form
Creates a form.
Action
Create a Milestone
Creates a new opportunity milestone.
Action
Create a Party
Creates a new party.
Action
Create a Tag
Defines a new party, opportunity or case tag.
Action
Create a Task
Creates a new task.
Action
Load more

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.