Callbell + Capsule CRM

Create Callbell contacts for new or updated Capsule CRM opportunities

Stay on top of your Capsule CRM opportunities and improve communication with new contacts by setting up this automation. Whenever a new or updated opportunity appears in Capsule CRM, this workflow will immediately create a new contact in the Callbell app. Enhance your CRM management and expand your outreach effortlessly with this streamlined process.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
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Create New Contact
Creates a new Contact
ActionWrite

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Supported triggers and actions

What does this mean?

- ActionRequired
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- ActionRequired
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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
- 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
Contact Deleted
Triggers when a contact in Callbell is deleted
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Instant
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Conversation Closed
Triggers when a conversation is closed.
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Instant
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- EventsRequired
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Message Status Updated
Triggers when a message status is updated
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Instant
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- fromRequired
- toRequired
- textRequired
Action
Write
- Contact UUIDRequired
- StatusRequired
Action
Write

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- 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
Contact Created
Triggers when a new contact is created in Callbell
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Contact Updated
Triggers when a contact is updated
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Instant
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Conversation Opened
Triggers when a conversation is (re)opened.
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Message Created
Triggers when a new message is created
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Instant
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- nameRequired
- SourceRequired
- identifierRequired
- Tags
- Custom Fields
- Assigned User
- Team UUID
- Channel UUID
Action
Write
- ToRequired
- TypeRequired
- Template UUIDRequired
- Channel UUID
- Template Values
- Attachment URL
- Fields
Action
Write
- Contact UUIDRequired
- Name
- Tags
- Custom Fields
- Assigned User
- Unassign User
- Team UUID
Action
Write

About Callbell

Callbell is a centralized inbox which allows teams to collaborate and reply to customers using WhatsApp, Instagram, Facebook Messenger and Telegram.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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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PRODUCTS

CAPABILITIES

By team

Callbell + Capsule CRM

Create Callbell contacts for new or updated Capsule CRM opportunities

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

Contact Deleted

Conversation Closed

Incoming Event

EventsRequired

Message Status Updated

Create Message (Text)

fromRequired

toRequired

textRequired

Update Bot Status