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Capsule CRM + Instiller

Trigger Instiller workflows for new or updated opportunities in Capsule CRM

Stay informed about new or updated opportunities in Capsule CRM by launching a workflow in Instiller with this seamless automation. Save precious time by promptly initiating Instiller processes whenever there is a change in Capsule CRM, ensuring smooth communication and improved efficiency in managing your sales opportunities. This straightforward integration is crucial for boosting productivity and maintaining organization.

Stay informed about new or updated opportunities in Capsule CRM by launching a workflow in Instiller with this seamless automation. Save precious time by promptly initiating Instiller processes whenever there is a change in Capsule CRM, ensuring smooth communication and improved efficiency in managing your sales opportunities. This straightforward integration is crucial for boosting productivity and maintaining organization.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    InstillerInstiller
    Trigger Workflow

    Triggers a Workflow for a single 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
    • 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
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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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Related categories

  • CRM (Customer Relationship Management)

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About Instiller

Instiller makes it easy to create and send beautifully designed email campaigns that display perfectly on both mobile and desktop.

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