Connect Fakturoid and Capsule CRM integrations
Connect Fakturoid and Capsule CRM with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Fakturoid and Capsule CRM 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.
Triggers when a new contact is added.
Triggers when an invoice status changes to "Overdue" or "Paid".
Triggers when a new invoice is created.
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 entry.
Creates a new opportunity.
Creates a new party.
Defines a new party, opportunity or case tag.
Creates a new task.
Creates a new task category.
Applies a track definition to a case or opportunity to create a track.
Deletes a specific case.
Removes a custom field from your capsule account
Removes a Milestone from the capsule account. You cannot delete a Milestone while it is still being used on an Opportunity. First you need to update the Milestone on all such Opportunities.
Removes an entry from the capsule account and any associated attachments.
Deletes a specific opportunity.
Deletes a specific party.
Removes a tag from the capsule account. NOTE that this will remove the tag from any parties, opportunities and cases it was assigned to.
Deletes a specific task.
Removes a category from your capsule account. Any tasks under this category will be retained but will become uncategorized.
Removes a track and related tasks from case or opportunity.
Performs an arbitrary authorized API call.
Removes that person or organisation as an additional contact of the case.
Removes a party or organisation as an additional contact of the opportunity.
Shows a specific case
Shows a specific custom field.
Shows a specific milestone.
Shows a specified note, email or the details of a completed party task.
Returns a specific opportunity.
Shows a specific person or organisation.
Shows a specific tag.
Shows a specific task.
Shows a specific task category.
Shows a specific track.
Updates an existing case
Updates the details of a party, opportunity or case field definition.
Updates the name, description or probability of a milestone.
Updates the content of notes and emails.
Updates an existing opportunity
Updates an existing party. Fields that are not included in the request will remain unchanged.
Updates the details of a party, opportunity or case tag.
Updates an existing task.
Allows to rename or change the colour of the task category.
Updates basic details about a track.
Lists additional parties related to specific case.
Lists additional parties related to specific opportunity.
Lists all cases.
Lists all custom fields.
Lists all deleted opportunities.
Lists all parties that have been deleted from capsule since the date specified in the since parameter.
Lists all deleted cases.
Lists all employees linked to specific organisation.
Lists notes, emails and completed tasks for parties, cases and opportunities.
Lists notes, emails and the details of completed party tasks in descending order starting with the most recent entry date first.
Lists all milestones.
Lists all opportunities.
Lists all opportunities associated with the specific party.
Lists all parties.
Lists all tags for either party, opportunity or case.
Lists all task categories.
Lists all tasks.
Lists track definitions with the option to filter for only the track definitions for cases or opportunities.
Lists tracks for a specific case or opportunity.
Searches for cases. This will return the same results as the global search inside Capsule.
Searches for opportunities. This will return the same results as the global search inside Capsule.
Searches for parties. This will return the same results as the global search inside Capsule.
Allows to load a list of cases by providing their unique ids.
Returns a list of opportunities, specified by the opportunityIds provided.
Allows to load a list of parties by providing their unique ids.
Trusted by thousands of fast-scaling organizations around the globe
Automate your work. Build something new.
Just drag and drop apps to automate existing workflows or build new complex processes. Solve problems across all areas and teams.
Build your Fakturoid and Capsule CRM integrations.
Create custom Fakturoid and Capsule CRM 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
Cancels selected invoice or uncancels previously canceled invoice.
Creates a new case.
Creates a new contact.
Creates a new party, opportunity or case custom field.
Creates a new opportunity milestone.
Creates a new party.
Creates a new recurring template.
Popular Fakturoid and Capsule CRM workflows.
Looking to get more out of Fakturoid and Capsule CRM? With Make you can visually integrate Fakturoid and Capsule CRM into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Create an invoice in Fakturoid from data in a Google spreadsheet
Automatic creation of a new invoice in Fakturoid from data entered in a Google spreadsheet.
TRY IT ->Send an SMS via GoSMS regarding a paid or an overdue invoice in Fakturoid
As soon as a new overdue invoice appears in Fakturoid, an SMS message is automatically sent via GoSMS to the customer with a payment reminder. As soon as a paid invoice appears in Fakturoid, an SMS message is automatically sent via GoSMS to the Fakturoid account holder.
TRY IT ->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 ->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 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 ->Register notes in Capsule CRM new Toky calls
Every time a new call is received on Toky, Make will automatically create a new note (entry) in Capsule CRM.
TRY IT ->Create Zoho Invoices from Fakturoid invoices
Every time a new Fakturoid invoice is created, Make will automatically create a new Zoho Invoice and send it to a specific email address.
TRY IT ->Create Fakturoid invoices and contacts from Zoho Invoice invoices and contacts
Every time a new invoice is created on Zoho Invoice, Make will automatically create a new Fakturoid contact and invoice.
TRY IT ->Create new Fakturoid invoice for new Beds24 booking
Every time you have a new Beds24 booking, a new invoice will be issued in Fakturoid.
TRY IT ->
FAQ
How it works
Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.
Trusted by 200,000+ customers
"Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."
"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."
"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."
"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."
