Capsule CRM + Chirpley

Create contacts in Chirpley for new or updated opportunities in Capsule CRM

Stay on top of your business relationships with this Capsule CRM to Chirpley automation. Whenever a new or updated opportunity arises in Capsule CRM, a contact will be created in the Chirpley app for seamless communication. This workflow ensures you're always connected with the right people and simplifies the process of managing contacts across platforms.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Contact
Creates a new contact.
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
- Tags
Action
Write

- Api Docs Info
- 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
- Tags
Action
Search or write
New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Form
Triggers when a new form is created.
Trigger
Instant
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New SMS Gateway
Triggers when a new sms gateway is created.
Trigger
Polling
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- NameRequired
- DescriptionRequired
- MessageRequired
- Media Url
- SMS GatewayRequired
Action
Write
- First NameRequired
- Last NameRequired
- Phone NumberRequired
Action
Write
- NameRequired
Action
Search

- 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
New Campaign
Triggers when a new campaign is created.
Trigger
Polling
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New Expense
Triggers when a new expense is created.
Trigger
Instant
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New Message
Triggers when a new message is created.
Trigger
Instant
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New Table
Triggers when a new table is created.
Trigger
Instant
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- Contact IdRequired
- First Name
- Last Name
- Phone Number
Action
Write
- Message TextRequired
- Message Media Url
- Contact IdRequired
- SMS GatewayRequired
- Message Source
- Message Type
Action
Write
- NameRequired
- First NameRequired
- Last NameRequired
- Phone NumberRequired
Action
Search or write

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.

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