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Importing activities from capsule crm

  • September 24, 2024
  • 1 reply
  • 15 views

I want to export activites from contacts in Capsule CRM to Google Docs using Zapier.

I can export details of new tasks, projects or opportunities but not activities added to a contact for example notes, emails or other activities added directly to a contact and not set up as a task etc first.

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1 reply

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • September 24, 2024

Hi @Victoire 

Ask Capsule CRM Support about the possibility of configuring a webhook event in Capsule for your desired info.

Capsule help link about webhooks: https://developer.capsulecrm.com/v2/overview/avoid-polling-with-rest-hooks

 

If possible, then use this Zap trigger: Webhook - Catch Hook

It will generate a unique webhook URL to configure in Capsule, again if supported by Capsule.