Capsule CRM + Gist

Create or update Gist contacts with new or updated Capsule CRM contacts

Keep your Capsule CRM and Gist contacts updated seamlessly with this efficient workflow. Whenever there's a new or updated contact in Capsule CRM, the automation will create or update a matching contact in Gist, ensuring your contact information stays consistent across both platforms. Save valuable time and maintain well-organized contacts with this easy-to-use integration.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create or Update ContactCreates a new Contact or updates an existing one.
ActionWrite

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More things you can do with Capsule CRM and Gist

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

- 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
New Contact
Triggers when you add a new contact.
Trigger
Instant
Try It
- Event
  Required
Trigger
Instant
Try It
- Tag
Trigger
Instant
Try It
- Tag Name
  Required
- Contact Email
  Required
Action
Write
- Tag Name
  Required
- Contact Email
  Required
Action
Write
- Campaign
  Required
- User ID
- 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
- Campaign
  Required
Trigger
Instant
Try It
- Tag
Trigger
Instant
Try It
- Campaign
  Required
Trigger
Instant
Try It
Updated a Contact Property
Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
Trigger
Instant
Try It
- Email
  Required
- User ID
- Full Name
- Tags
- Phone Number
- Signed Up At
- Unsubscribed From Emails
- Custom Properties
Action
Write
- Campaign
  Required
- User ID
- Email
- Starting Email Index
- Reactivate if Removed
Action
Write
- Search Field
  Required
- Search Value
  Required
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.

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