Create opportunity
Last updated
Last updated
Select Capsule as your app. Choose the connection you want to use, or create a new one, and click “Continue.”
Choose “Create opportunity” as your action and click "Continue." This will display the action’s data template.
Fill in the data template, linking source and target fields. You must fill in the required fields, but you may skip the optional ones. Click “Associate” once you’re done.
If you don’t want to go through each field, you may use the search bar at the top. You can also filter required and optional fields.
Verify that your target is active in the top-right corner. Click “Add a target” or “Finish” to add more apps or save your Gear.
Make sure you turn on your Gear before leaving GearPlug!
