Capsule CRM and TSheets integrations and automations

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Customize your Capsule CRM and TSheets integration with the following triggers and actions.

Triggers

When this happens…

Capsule CRM
  • New opportunity
    New opportunity in Capsule CRM
  • New organization
    New organization in Capsule CRM
  • New opportunity from a specific party
    New party opportunity in Capsule CRM
  • New person
    New person in Capsule CRM

    • Any other trigger you can think up

TSheets
  • New job
    New job in TSheets
  • New timesheet
    New timesheet in TSheets
  • New user
    New user in TSheets
  • New/updated timesheet
    New or updated timesheet in TSheets

    • Any other trigger you can think up

Actions

Do this…

Capsule CRM
  • Add opportunity
    Add opportunity to Capsule CRM
  • Add organization
    Add organization to Capsule CRM
  • Add person
    Add person to Capsule CRM
  • Search organizations Batch
    search organizations in Capsule CRM
  • Search people Batch
    search people in Capsule CRM
  • Update opportunity
    Update opportunity to Capsule CRM
  • Update organization
    Update organization to Capsule CRM
  • Update person
    Update person to Capsule CRM

    • Any other action you can think up

TSheets
  • Custom action
    Custom action in TSheets (Custom)
  • Create timesheet
    Create timesheet in TSheets
  • Create user
    Create user in TSheets
  • Delete timesheet
    Delete timesheet in TSheets
  • Edit timesheet
    Edit timesheet in TSheets
  • Edit user
    Edit user in TSheets
  • Get jobcode details by ID
    Get jobcode details from TSheets
  • Get payroll report Batch
    Get payroll report from TSheets
  • Get user details by ID/employee number
    Get user details from TSheets

    • Any other action you can think up

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