Capsule CRM + Eva Gifting Assistant (EvaBot)

Capsule CRM + Eva Gifting Assistant (EvaBot) integrations

Update direct mailer campaigns in Eva Gifting Assistant (EvaBot) for new or updated opportunities in Capsule CRM

Keep your direct mailer campaigns up-to-date by connecting Capsule CRM with Eva Gifting Assistant. With this workflow, whenever there's a new or updated opportunity in Capsule CRM, the corresponding direct mailer campaign in Eva Gifting Assistant will be updated automatically. This seamless connection saves you time and ensures your campaigns are always in sync with your CRM data.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Update a Direct Mailer CampaignUpdates a campaign
ActionWrite

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More things you can do with Capsule CRM and Eva Gifting Assistant (EvaBot)

Discover other triggers and actions you can use with Capsule CRM and Eva Gifting Assistant (EvaBot)

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- 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

- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write
Gift Delivered
Triggers when a new gift is delivered.
Trigger
Polling
Try It
- Mailer Campaign List
  Required
- Recipient's Name
  Required
- Event Date
  Required
- Recipient's Address Line 1
  Required
- Recipient's Address Line 2
  Required
- Recipient's City
  Required
- Recipient's State/Province/Region
  Required
- Recipient's Postal Code/ZIP
  Required
- Recipient's Country
Action
Write
- Recipient's Email
  Required
- Option List
  Required
Action
Write

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
Gift Accepted
Triggers when a new gift is accepted.
Trigger
Polling
Try It
- Campaign List
  Required
- Recipient's Name
  Required
- Recipient's Email
  Required
- Recipient's Mobile
- Event Date
  Required
- Price
  Required
Action
Write
- Sender's Email [Only Required for Teams -- Make Sure The Gift Sender Is Registered Under Your Team In EvaBot]
- Recipient's Name
  Required
- Recipient's Email
  Required
- Recipient's Mobile
- Reference Number
- Occasion
  Required
- Price
  Required
- Recipient's Address Line 1
- Recipient's Address Line 2
- Recipient's City
- Recipient's State/Province/Region
- Recipient's Postal Code/ZIP
- Recipient's Country
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.

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About Eva Gifting Assistant (EvaBot)

Eva helps you easily send personalized client gifts for closings, birthdays, house-anniversaries. Connect with a CRM to automate client gifting today.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier