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Avochato + Capsule CRM

Create and update Avochato contacts for new or updated Capsule CRM opportunities

Stay on top of your sales opportunities with this Capsule CRM and Avochato automation. When a new or updated opportunity occurs in Capsule CRM, this workflow will create or update a contact in Avochato, ensuring your contact list remains accurate and up-to-date. Save time and streamline your sales process with this seamless integration.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create / Update ContactCreates a new contact or updates an existing contact if it already exists.
ActionWrite

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More things you can do with Capsule CRM and Avochato

Discover other triggers and actions you can use with Capsule CRM and Avochato

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- 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

- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write
Contact Opted Out
Triggers when a contact opts out of receiving text messages.
Trigger
Instant
Try It
New Inbound Message
Triggers when an incoming text message arrives in your inbox.
Trigger
Instant
Try It
- Campaign ID(s) / Campaign Key(s)
  Required
- Contact Phone Number(s)
  Required
- Remove this contact from all future steps of this campaign
Action
Write
- Tag name
  Required
- Contact Phone Number
  Required
Action
Write
- Phone Number
  Required
- Name
- Email
- Contact Owner (ID or Email)
- Company
- Street
- City
- State
- Zip Code
- Country
- Tags
- Other Phone
- Priority (1-5)
- Muted
- Blocked
- Opted Out
- Double Opted In
- Visible
- Salesforce Object ID
- Salesforce Object Type
- Stuck Number
- Allow overriding custom field values with empty data
Action
Write

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
Contact Opted In
Triggers when a Contact opts in to receiving text messages.
Trigger
Instant
Try It
Ticket Status Change
Triggers when a new ticket is created or changes status, including closing or reopening.
Trigger
Instant
Try It
New Outbound Message
Triggers when an outbound text message is sent from your inbox.
Trigger
Instant
Try It
- Phone Number
  Required
- Event Context
  Required
- Event Revenue ($)
  Required
- Event Type
  Required
Action
Write
- Tag name
  Required
- Contact Phone number
  Required
Action
Write
- Phone Number
  Required
- Your Message
  Required
- Tag this contact
- Media Url
- Message Status Callback URL
- Schedule Message Delivery Date
- Mark this conversation as "Addressed"
- Send message from phone number
- Send on behalf of user (Email)
Action
Write

About Avochato

Avochato is the text messaging solution for sales, marketing, and customer support teams.

HelpHelp

Related categories

Phone & SMS

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Send text messages in Avochato for new or updated Capsule CRM contacts

Related Zap Templates

Send text messages in Avochato for new or updated Capsule CRM contacts