Verse + Capsule CRM

Pause Verse conversations when new or updated opportunities arise in Capsule CRM

Maintain an organized and efficient CRM with this seamless workflow. When a new or updated opportunity arises in Capsule CRM, it initiates a stop conversation (unqualify) action in Verse, ensuring unqualified leads are excluded from ongoing discussions. This automation allows your sales team to focus on nurturing the most significant opportunities, enhancing your lead management process overall.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Stop Conversation (Unqualify)
Stop conversation and unqualify a lead.
ActionWrite

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Supported triggers and actions

What does this mean?

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
Action
Write

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
New Lead Created
Trigger when a lead has been created.
Trigger
Instant
Try It
New Unqualified Lead
Trigger when a lead has been unqualified.
Trigger
Instant
Try It
- First Name
- Last Name
- Email
- Phone Number
- Lead Type
- Street Address
- City
- State
- Postal Code
- Additional Notes
- Lead Source
- External Lead Id
- Owner First Name
- Owner Last Name
- Owner Email
- Owner Phone Number
- Owner Team Name
- Owner Calendar Integration Link
- Owner Call Center Routing Number
- Custom Fields
Action
Write
- Lead Converted
- Lead Conversion Amount
- First Name
- Last Name
- Email
- Street Address
- City
- State
- Postal Code
- External Lead Id
- Lead Type
- Additional Notes
- Lead Source
- Owner First Name
- Owner Last Name
- Owner Email
- Owner Phone Number
- Owner Calendar Integration Link
- Owner Call Center Routing Number
- Custom Fields
Action
Write

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- Entity TypeRequired
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
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
Action
Write
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
New Lead Activity
Trigger when a new activity on a lead is added.
Trigger
Instant
Try It
New Qualified Lead
Trigger when a lead has been qualified.
Trigger
Instant
Try It
End Conversation (Qualify)
End conversation and qualify a lead.
Action
Write
Stop Conversation (Unqualify)
Stop conversation and unqualify a lead.
Action
Write
- Search By
- Search Value
Action
Search

About Verse

Verse is a lead conversion platform that helps businesses quickly qualify leads through 2-way text conversations driven by powerful AI.

Learn more

Related categories

Sales & CRM

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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Verse + Capsule CRM

Pause Verse conversations when new or updated opportunities arise in Capsule CRM

New or Updated Project

New or Updated Contact

ActionRequired

Create Project

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Add Tag to Entity

Entity TypeRequired

Create Contact

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Update Contact

Find Milestone

PipelineRequired

NameRequired

Find Contact

Search usingRequired

Find or Create Project

Search usingRequired

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Find or Create Contact

Search usingRequired

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

New Lead Created

New Unqualified Lead

Create Lead

First Name

Last Name

Email

Phone Number

Lead Type

Street Address

City