Attentive + Capsule CRM

Update Attentive custom attributes for new or updated Capsule CRM contacts

Effortlessly keep your Capsule CRM contacts up to date in Attentive with this seamless workflow. Whenever a contact is created or updated in Capsule CRM, their custom attributes will be updated in the Attentive app, ensuring consistent and accurate information across both platforms. Stay organized and save time by letting this automation handle contact updates for you.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Custom Attributes
Make a call to this endpoint for any attribute-based data.
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- 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
- Website
- Tags
Action
Write

- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
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

- 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
- Website
- Tags
Action
Search or write
Email Message Link Clicked
This event occurs when an email message link is clicked.
Trigger
Instant
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Email Sent
This event occurs when an email message is sent.
Trigger
Instant
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Email Unsubscribed
This event occurs when a user opts out of an email subscription.
Trigger
Instant
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SMS Message Link Clicked
This event occurs when an SMS message link is clicked.
Trigger
Instant
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SMS Subscribed
This event occurs when a user opts in to an SMS subscription.
Trigger
Instant
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- Phone
- Email
- Product Name
- Product IDRequired
- Product Variant IDRequired
- Product Image URL
- Product URL
- PriceRequired
- Currency
- Quantity
- Occurred At
- Client User ID
- Custom Identifiers
Action
Write
- Phone
- Email
- Event TypeRequired
- Properties
- External Event ID
- Occurred At
- Client User ID
- Custom Identifiers
Action
Write
- Phone
- Email
Action
Write
View Recent Catalog Uploads
Make a call to this endpoint to list recent catalog uploads with their statuses to gain visibility into the ingestion workflow in order of creation. See the POST of this endpoint for details.
Action
Write
- Email
- Phone
- Creative IDRequired
- Single Opt In
- Client User ID
- Custom Identifiers
Action
Write
- Phone
- Email
- Product Name
- Product IDRequired
- Product Variant IDRequired
- Product Image URL
- Product URL
- PriceRequired
- Currency
- Quantity
- Occurred At
- Client User ID
- Custom Identifiers
Action
Write
- Email
- Phone
- Shopify ID
- Klaviyo ID
- Client User ID
- First Name
- Last Name
- Custom
- Language
- Date of Birth
- Age
- Organization
- Title
- Website
- Address 1
- Address 2
- City
- State
- Zip
- Latitude
- Longitude
- Country
- Region
- Timezone
- Language
- Country
- Sign Up Source ID
- Channel
- Single Opt In
Action
Write

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- Entity TypeRequired
- Activity Type
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
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
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
Custom Attribute Set
This event occurs when a custom attribute is set.
Trigger
Instant
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Email Opened
This event occurs when an email message is opened.
Trigger
Instant
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Email Subscribed
This event occurs when a user opts in to an email subscription.
Trigger
Instant
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SMS Inbound Message
An event notification is sent from Attentive when a user replies to an SMS.
Trigger
Instant
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SMS Sent
This event occurs when an SMS message is sent.
Trigger
Instant
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SMS Unsubscribed
This event occurs when a user opts out of an SMS subscription.
Trigger
Instant
Try It
- Phone
- Email
- PropertiesRequired
- Client User ID
- Custom Identifiers
Action
Write
- Subject Email
- Subject Phone
- Request Message
Action
Write
- Upload IDRequired
Action
Write
- Phone
- Email
- Client User ID
- Custom Identifiers
Action
Write
- Phone
- Email
- Message TypeRequired
- Marketing ChannelRequired
Action
Write
- Phone
- Email
- Product Name
- Product IDRequired
- Product Variant IDRequired
- Product Image URL
- Product URL
- PriceRequired
- Currency
- Quantity
- Occurred At
- Order ID
- Client User ID
- Custom Identifiers
Action
Write
- Phone
- Email
Action
Search

About Attentive

Attentive® is the leader in conversational commerce, reinventing business to consumer communication. Our SMS-first software platform helps everyone from entrepreneurs to enterprises strengthen relationships with their consumers in a new way.

Learn more

Related categories

Marketing

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

Related categories

CRM (Customer Relationship Management)

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Subscribe Attentive users for new or updated opportunities in Capsule CRM

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Subscribe Attentive users for new or updated opportunities in Capsule CRM

Attentive + Capsule CRM

Update Attentive custom attributes for new or updated Capsule CRM contacts

New or Updated Project

New or Updated Contact

Create Project

Add Tag to Entity

Create Contact

API Request (Beta)

Update Opportunity

Find Milestone

Find Contact

Find or Create Project

Find or Create Contact

Email Message Link Clicked

Email Sent

Email Unsubscribed

SMS Message Link Clicked

SMS Subscribed

Add to Cart

Custom Events

Get Custom Attributes for a User

View Recent Catalog Uploads

Subscribe User

Product View

User Properties (V2)

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Create Opportunity

Create Task

Update Contact

Find Project

Find Opportunity

Find Stage

Find or Create Opportunity

Custom Attribute Set

Email Opened

Email Subscribed

SMS Inbound Message

SMS Sent

SMS Unsubscribed

Custom Attributes

Delete Request

Lookup Product Catalog Ingestion

Identity

Unsubscribe Subscriptions for a User

Purchase

Get Subscription Eligibility for a User

About Attentive

Related categories

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Forms

Related Zap Templates

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