Capsule CRM + Coupon Carrier

Assign codes to new or updated opportunities in Capsule CRM with Coupon Carrier

Keep your Capsule CRM opportunities updated and enhance customer engagement by assigning a unique coupon code from Coupon Carrier. With this automation, every time there's a new or updated opportunity in Capsule CRM, a code will be assigned in Coupon Carrier, ensuring your customers receive a personalized touch. Manage your CRM opportunities and coupon codes seamlessly with this efficient workflow.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Assign a Code
Picks and returns a code from a specified code list for a unique user.
ActionWrite

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Supported triggers and actions

What does this mean?

- 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
- 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
- Code List
Trigger
Scheduled
Try It
- Code ListRequired
Action
Write
- CodeRequired
- Code ListRequired
- Allow Multiple Usages
- Should this step be considered a "success" even if the code was not found in the specified code list?
Action
Write
- Email AddressRequired
- ConfigurationRequired
- Merge fields
- Should this step be considered a "success" even if the recipient has already received a code?
Action
Write

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- 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
- Code List
Trigger
Scheduled
Try It
- Type of identifierRequired
- Code ListRequired
- Allow Multiple Codes
- Generate a QR/Barcode Image
Action
Write
- Email Address or Unique IdentifierRequired
- ConfigurationRequired
- Immediately assign a code?
Action
Write
- ConfigurationRequired
- Do you want to activate or pause the configuration?Required
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 Help

Related categories

CRM (Customer Relationship Management)

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About Coupon Carrier

Coupon Carrier is a coupon and code distribution service to help you generate and distribute your unique codes. You can integrate with several different email service providers to monitor for new subscribers or events.

Learn more

Related categories

eCommerce

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Capsule CRM + Coupon Carrier

Assign codes to new or updated opportunities in Capsule CRM with Coupon Carrier

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

New Code Usage

Code List

Get Code List Statistics

Code ListRequired

Mark a Code as Used

CodeRequired

Code ListRequired

Allow Multiple Usages

Should this step be considered a "success" even if the code was not found in the specified code list?

Send a Code Email