Capsule CRM + Eventee

Capsule CRM + Eventee integrations

Invite attendees in Eventee for new or updated opportunities in Capsule CRM

Easily keep your event attendees up to date with any changes in your Capsule CRM opportunities. This workflow sends an event invite using the Eventee app whenever a new or updated opportunity is detected in Capsule CRM. Save time on manual updates and ensure your event information is accurate and consistent, streamlining your event management process.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Invite AttendeeInvites a new attendee to your event in Eventee.
ActionWrite

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More things you can do with Capsule CRM and Eventee

Discover other triggers and actions you can use with Capsule CRM and Eventee

- Action
  Required
Trigger
Instant
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- Action
  Required
Trigger
Instant
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- 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
New Attendee
Triggers when an imported or invited attendee joins your event in Eventee.
Trigger
Instant
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New Registration
Triggers when registration for you event is created in Eventee.
Trigger
Instant
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- Email
  Required
- First name
- Last name
- Photo url
- Phone
- Biography
- Web page link
- Facebook profile url
- Twitter profile url
- LinkedIn profile url
- Job position
- Company
- Send email
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
Check-In Changed
This is triggered when any attendees check-in status is changed.
Trigger
Instant
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Attendee Invitation
Triggers when an attendee is imported or invited to your event in Eventee.
Trigger
Instant
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RSVP Answered
Triggers when guest fills RSVP request.
Trigger
Instant
Try It
- Email
  Required
- First name
- Last name
- Photo url
- Phone
- Biography
- Web page link
- Facebook profile url
- Twitter profile url
- LinkedIn profile url
- Job position
- Company
- Send email
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 Eventee

Eventee is an intuitive mobile and web app that enhances attendee experience and engagement at in-person, virtual or hybrid events.

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Related categories

Event Management

Related Zap Templates

Invite attendees in Eventee when new or updated contacts are added to Capsule CRM

Related Zap Templates

Invite attendees in Eventee when new or updated contacts are added to Capsule CRM