Capsule CRM + Cloudinary

Upload and manage resources in Cloudinary for new or updated Capsule CRM contacts

Keep your CRM contacts organized and visually updated with this automation. Whenever a new or updated contact is added to Capsule CRM, their associated image will be uploaded or replaced in your Cloudinary account. This workflow ensures your contact images are always up-to-date and easily accessible in the cloud.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Upload Resource (Advanced)
Uploads a new resource to your Cloudinary account. This advanced action includes additional upload parameters.
ActionWrite

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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

- 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
- Resource TypeRequired
- TagRequired
Trigger
Polling
Try It
- File or URLRequired
- Resource TypeRequired
- TypeRequired
- Public ID
- Folder
- Tags
Action
Write
Create Usage Report
Creates a report on the status of your Cloudinary account usage details, including storage, bandwidth, requests, number of resources, and add-on usage.
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 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
- Type
- Tags
- Context
- Moderations
- Resource TypeRequired
Trigger
Polling
Try It
- Public IDRequired
- Resource TypeRequired
- TypeRequired
- Extension
- Image Transformation Instruction
Action
Write
- File or URLRequired
- Resource TypeRequired
- TypeRequired
- Public ID
- Folder
- Tags
- Invalidate
- Image Metadata
- Faces
- Colors
- pHash
- Backup
- Moderation
- Upload Preset
Action
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.

Learn more