Capsule CRM + Direct Mail

Update Direct Mail addresses with new or updated Capsule CRM contacts

Keep your Direct Mail contacts up to date with this seamless workflow. When a new or updated contact is added in Capsule CRM, their address information will be effortlessly transferred to your Direct Mail app, ensuring you always have the most current data at your fingertips. Streamline your contact management process and never worry about manual updates again with this powerful automation.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
New Address
Creates a new address or updates an existing address.
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
- ProjectRequired
- GroupRequired
Trigger
Instant
Try It
- ProjectRequired
- GroupRequired
- Type of Update
Trigger
Instant
Try It
- ProjectRequired
- GroupRequired
- EmailRequired
- First Name
- Last Name
- Company Name
- Custom Fields
- Update Existing AddressRequired
Action
Write
- ProjectRequired
- GroupRequired
- EmailRequired
- New Email
- First Name
- Last Name
- Company Name
- Custom Fields
- Unsubscribed
- Hard Bounced
- Ignore Blank FieldsRequired
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
- ProjectRequired
- GroupRequired
Trigger
Instant
Try It
- ProjectRequired
Trigger
Instant
Try It
- ProjectRequired
- GroupRequired
- EmailRequired
Action
Write
- ProjectRequired
- GroupRequired
- EmailRequired
- Delete AddressRequired
Action
Write
- ProjectRequired
- GroupRequired
- EmailRequired
Action
Search

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 Direct Mail

Direct Mail is a native OS X app for creating, sending, and tracking email campaigns. Includes tools for building mailing list sign-up forms, autoresponders, dynamic content, and more. Works offline and online, including cloud collaboration features.

Related categories

Email Newsletters

PRODUCTS

CAPABILITIES

By team

Capsule CRM + Direct Mail

Update Direct Mail addresses with new or updated Capsule CRM contacts

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 Address

ProjectRequired

GroupRequired

Updated Address

ProjectRequired

GroupRequired

Type of Update

New Address

ProjectRequired

GroupRequired