Integrate the apps you run to share data and trigger actions.
Create branching workflows, blending many apps into a seamless process.
Trigger actions on dates, take the right action at the right time.
View reports and ensure your workflows run smoothly.
Keep your customer marketing list up to date with this marketing automation workflow. This cycle gets new contacts from your Capsule CRM and adds them to your Sentori list, updating them if they're already present.
Make sure your tasks aren't forgotten with SMS reminders! This cycle checks for tasks that are due today in your Capsule CRM and sends an SMS reminder to the task owner through Twilio.
Automatically sync your Capsule CRM & SendGrid contacts with this automation workflow; checking to see if the new Capsule contact is in SendGrid, creating a new contact if they're not found.
Make sure your sales team get credit when they win an opportunity on Capsule by singing their praises on Slack when it is 100% closed!
Automatically create a support task when a support ticket submission has been sent from your website's Gravity Form. This cycle checks to see if the submitter is already in your CRM, adding them if they are not, before creating a new task.
Sync your CRM data with your marketing campaigns with this marketing automation cycle! Automatically add your new Capsule CRM contacts with your Campaign Monitor lists.
Full list of all Capsule API methods that we provide.
|Add Opportunity||Adds an Opportunity.||action|
|Delete Opportunity||Deletes an Opportunity.||action|
|Get Opportunity||Gets details of an existing Opportunity.||get|
|List Opportunities||Lists Opportunities.||get|
|List Opportunities By Organisation||Lists Opportunities for a specified Organisation.||get|
|Update Opportunity||Updates an Opportunity.||action|
|Add Organisation||Adds a new organisation to the CRM System.||action|
|Delete Contact From Organisation||Remove an email, phone number, address or web address from an organisation.||action|
|Delete Organisation||Deletes a specific organisation.||action|
|Get New Organisations||Lists Organisations that have been created since last time the cycle ran.||get|
|Get Organisation||Gets details of a specific organisation.||get|
|List Organisations||Lists Organisations from Capsule.||get|
|List People at Organisation||Lists people at an Organisation||get|
|Update Organisation||Updates an organisation in the CRM System.||action|
|Add Person||Adds a new person to the CRM System.||action|
|Delete Person||Delete a single person.||action|
|Get New Persons||Get people that have been created since the cycle last ran.||get|
|Get Person||Get details of a single person.||get|
|List Persons||List all people in this Capsule CRM account.||get|
|Update Person||Updates a person.||action|
|Add Task||Adds a Task.||action|
|Complete Task||Completes a Task.||action|
|Delete Task||Deletes a Task.||action|
|Get Task||Retrieves details of a specific Task.||get|
|List Tasks||Lists Tasks.||get|
|Reopen Task||Reopens a previously completed Task.||action|
|Update Task||Updates a Task.||action|