Callbell + Capsule CRM

Create Callbell messages for new or updated Capsule CRM opportunities

Stay informed about new or updated opportunities in Capsule CRM by creating a message in the Callbell app. With this workflow, each time an opportunity is created or updated in Capsule CRM, a text message will be sent to your Callbell app, keeping you up-to-date and streamlining communication between your team members. Enhance collaboration and ensure nothing is missed with this efficient automation.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Message (Text)
Creates a new text Message
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- 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

- 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
Trigger
Instant
Try It
Conversation Closed
Triggers when a conversation is closed.
Trigger
Instant
Try It
- EventsRequired
Trigger
Instant
Try It
Message Status Updated
Triggers when a message status is updated
Trigger
Instant
Try It
- fromRequired
- toRequired
- textRequired
Action
Write
- Contact UUIDRequired
- StatusRequired
Action
Write

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- 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 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
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
Contact Created
Triggers when a new contact is created in Callbell
Trigger
Instant
Try It
Contact Updated
Triggers when a contact is updated
Trigger
Instant
Try It
Conversation Opened
Triggers when a conversation is (re)opened.
Trigger
Instant
Try It
Message Created
Triggers when a new message is created
Trigger
Instant
Try It
- 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.

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