Create integrations between Capsule CRM and FreshBooks to automate any workflow
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Quickly automate workflows with Capsule CRM and FreshBooks using Zapier's templates.
Our most popular template
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Entity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Entity TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Update Contact
Update an existing Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - PipelineRequired
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search usingRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search usingRequired
- Entity TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- AccountRequired
- AmountRequired
- Due DateRequired
- Invoice IDRequired
- Payment Type
- NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account IDRequired
- Item IDRequired
- AmountRequired
- Currency
- Tax Amount
- Tax Name
- Send Admin Receipt?Required
- NoteRequired
- Is Active?
- Terms and Conditions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Client IDRequired
- Credit Type
- Credit Number
- Currency CodeRequired
- Date of Issue
- Notes
- Terms
- LanguageRequired
- NameRequired
- Description
- QuantityRequired
- Tax 1 Name
- Tax 1 Amount
- Tax 2 Name
- Tax 2 Amount
- Compounded Tax
- Unit Cost
- Currency Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- AmountRequired
- CategoryRequired
- Client IDRequired
- Due DateRequired
- Notes
- Staff MemberRequired
- Tax1 Amount
- Tax Amount 1
- Tax Name 1
- Tax2 Amount
- Tax Name 2
- Tax Amount 2
- Compounded Tax
- Currency
- VendorRequired
- Duplicate Estimate?
- Account Name
- Transaction Id
- Invoice Id
- Status
- Bank Name
- External System ID
- Has Receipt?
- Background Job ID?
- External Invoice ID
- Markup Percent
- Project
- Profile ID
- Visibility State
- Account System ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- TitleRequired
- Client ID
- Due Date
- Project Type
- Fixed Price
- Rate
- Budget
- Active
- Complete
- Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Project
- Task
- Started AtRequired
- Created At
- DurationRequired
- Is LoggedRequired
- Internal?
- Client ID
- Billed?
- Billable
- Active
- Pending Client
- Pending Project
- Pending Task
- NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Checkout Link IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Email BodyRequired
- Email SubjectRequired
- Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account IDRequired
- Checkout Link IDRequired
- Item IDRequired
- AmountRequired
- Currency
- NoteRequired
- Is Active?
- Send Admin Receipt?Required
- Tax Amount
- Tax Name
- Item NameRequired
- Terms and Conditions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Client IDRequired
- Credit Note IDRequired
- Credit Number
- Currency CodeRequired
- Date of Issue
- Notes
- Terms
- LanguageRequired
- NameRequired
- Description
- QuantityRequired
- Tax 1 Name
- Tax 1 Amount
- Tax 2 Name
- Tax 2 Amount
- Compounded Tax
- Unit Cost
- Currency Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- ClientRequired
- Create if Client Does Not ExsistRequired
- Append Line Items on UpdateRequired
- Currency CodeRequired
- Due DateRequired
- Days Due From Issue
- Invoice Number
- LanguageRequired
- Estimate
- Active Payment Gateway
- Description
- NameRequired
- QuantityRequired
- Tax Name 1
- Tax Amount 1
- RateRequired
- Notes
- PO Number
- Terms
- Discount Value
- Discount Description
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Entity TypeRequired
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- VendorRequired
- Vendor NameRequired
- Contact First Name
- Contact Last Name
- Contact Email
- Street Address
- City
- Province
- Postal Code
- Country
- Account Number
- Phone
- Website
- Currency CodeRequired
- LanguageRequired
- Is 099
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- Search FieldRequired
- Search ValueRequired
- VendorRequired
- Currency CodeRequired
- Due DateRequired
- Days Due From Issue
- Bill Number
- LanguageRequired
- Description
- QuantityRequired
- Tax Name
- Tax Percent
- RateRequired
- Category
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- AccountRequired
- Search FieldRequired
- Search ValueRequired
- EmailRequired
- First Name
- Home Phone
- LanguageRequired
- Last Name
- NoteRequired
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
- Primary Street 2
- Primary Zip Code
- VAT Name
- VAT Number
- Work Phone
- Currency CodeRequired
- Quantity
- AmountRequired
- NameRequired
- Credit_note_create_date
- Credit_note_credit_type
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Entity TypeRequired
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- AccountRequired
- Search FieldRequired
- Search ValueRequired
- ClientRequired
- Currency CodeRequired
- Due DateRequired
- Days Due From Issue
- Description
- NameRequired
- QuantityRequired
- Tax Name 1
- Tax Amount 1
- RateRequired
- Active Payment Gateway
- Notes
- Invoice Paid?
- Terms
- Discount Value
- Discount Description
- Invoice Number
- PO Number
- LanguageRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- AccountRequired
- Search FieldRequired
- Search ValueRequired
- Vendor NameRequired
- Contact First Name
- Contact Last Name
- Contact Email
- Street Address
- City
- Province
- Postal Code
- Country
- Account Number
- Phone
- Website
- Currency CodeRequired
- LanguageRequired
- Is 1099 Contractor
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Entity TypeRequired
- NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Description
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Search usingRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search usingRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- AccountRequired
- StatusRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- AccountRequired
- VendorRequired
- Currency CodeRequired
- Due DateRequired
- Days Due From Issue
- Bill Number
- LanguageRequired
- Description
- QuantityRequired
- Tax Name
- Tax Percent
- RateRequired
- Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- EmailRequired
- First Name
- Home Phone
- LanguageRequired
- Last Name
- NoteRequired
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
- Primary Street 2
- Primary Zip Code
- VAT Name
- VAT Number
- Work Phone
- Currency CodeRequired
- Quantity
- AmountRequired
- NameRequired
- Credit_note_create_date
- Credit_note_credit_type
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Entity TypeRequired
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- CustomerRequired
- Date of Issue
- Estimate Number
- Organization
- First Name
- Last Name
- Visibility State
- Discount Value
- Currency CodeRequired
- LanguageRequired
- Terms
- Address
- PO Number
- Street Address
- Street 2
- City
- Province
- Zip Code
- Country
- Estimate
- Sent ID
- VAT Name
- VAT Number
- Notes
- NameRequired
- Description
- Entity TypeRequired
- QuantityRequired
- RateRequired
- Unit Cost Code
- Tax Name 1
- Tax Amount 1
- Tax Name 2
- Tax Amount 2
- Send to Customer?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- ClientRequired
- Currency CodeRequired
- Due DateRequired
- Days Due From Issue
- Description
- NameRequired
- QuantityRequired
- Tax Name 1
- Tax Amount 1
- RateRequired
- Active Payment Gateway
- Notes
- Invoice Paid?
- Terms
- Discount Value
- Discount Description
- Invoice Number
- PO Number
- LanguageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- AmountRequired
- Unit Cost Code
- Category NameRequired
- Tax Amount
- Tax Name
- Due DateRequired
- NoteRequired
- Payment Type
- Source
- Visibility State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- ClientRequired
- Currency CodeRequired
- Due DateRequired
- Days Due From Issue
- Description
- NameRequired
- QuantityRequired
- Tax Name 1
- Tax Amount 1
- RateRequired
- Active Payment Gateway
- Notes
- Terms
- Discount Value
- Discount Description
- Invoice Number
- PO Number
- LanguageRequired
- FrequencyRequired
- Is Infinite?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Vendor NameRequired
- Contact First Name
- Contact Last Name
- Contact Email
- Street Address
- City
- Province
- Postal Code
- Country
- Account Number
- Phone
- Website
- Currency CodeRequired
- LanguageRequired
- Is 1099 Contractor
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Email_recipientsRequired
- Email BodyRequired
- Email SubjectRequired
- EstimateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Bill IDRequired
- VendorRequired
- Currency CodeRequired
- Due DateRequired
- Days Due From Issue
- Bill Number
- LanguageRequired
- Description
- QuantityRequired
- Tax Name
- Tax Percent
- RateRequired
- Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Create if Client Does Not ExsistRequired
- EmailRequired
- First Name
- Home Phone
- LanguageRequired
- Last Name
- Mobile Phone
- NoteRequired
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
- Primary Street 2
- Primary Zip Code
- VAT Name
- VAT Number
- Work Phone
- Currency CodeRequired
- Quantity
- AmountRequired
- NameRequired
- Credit_note_create_date
- Credit_note_credit_type
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Entity TypeRequired
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Create if Client Does Not ExsistRequired
- CustomerRequired
- Date of Issue
- Estimate Number
- Organization
- First Name
- Last Name
- Visibility State
- Discount Value
- Currency CodeRequired
- LanguageRequired
- Terms
- Address
- PO Number
- Street Address
- Street 2
- City
- Province
- Unit Cost Code
- Country
- Estimate
- Sent ID
- VAT Name
- VAT Number
- Notes
- NameRequired
- Description
- Entity TypeRequired
- QuantityRequired
- RateRequired
- Currency Code
- Tax Name 1
- Tax Amount 1
- Tax Name 2
- Tax Amount 2
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Time Entry IDRequired
- Project
- Started AtRequired
- DurationRequired
- Is LoggedRequired
- Internal?
- Client ID
- Billed?
- Billable
- Active
- NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- Search ValueRequired
- Client IDRequired
- Credit Type
- Credit Number
- Currency CodeRequired
- Date of Issue
- Notes
- Terms
- LanguageRequired
- NameRequired
- Description
- QuantityRequired
- Tax 1 Name
- Tax 1 Amount
- Tax 2 Name
- Tax 2 Amount
- Compounded Tax
- Unit Cost
- Currency Code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- AccountRequired
- Search FieldRequired
- Search ValueRequired
- CustomerRequired
- Date of Issue
- Estimate Number
- Organization
- First Name
- Last Name
- Visibility State
- Discount Value
- Currency CodeRequired
- LanguageRequired
- Terms
- Address
- PO Number
- Street Address
- Street 2
- City
- Province
- Zip Code
- Country
- Estimate
- Sent ID
- VAT Name
- VAT Number
- Notes
- NameRequired
- Description
- Entity TypeRequired
- QuantityRequired
- RateRequired
- Unit Cost Code
- Tax Name 1
- Tax Amount 1
- Tax Name 2
- Tax Amount 2
- Send to Customer?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- AccountRequired
- Search FieldRequired
- Search ValueRequired
- TitleRequired
- Client ID
- Due Date
- Project Type
- Fixed Price
- Rate
- Budget
- Active
- Complete
- Billable
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found