Capsule CRM + Instiller

Capsule CRM + Instiller integrations

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.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Trigger WorkflowTriggers a Workflow for a single User.
ActionWrite

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More things you can do with Capsule CRM and Instiller

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

- Action
  Required
Trigger
Instant
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- 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
Form Submission
Triggers when a user submits a form.
Trigger
Instant
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User Created / Updated
Triggers when a User is created or updated. The response only returns the updated fields.
Trigger
Instant
Try It
- Email Address
  Required
- Global Suppression
  Required
Action
Write
- Email Address
  Required
- List API Identifier
  Required
- Subscribed
  Required
- Reference Code
Action
Write
- Campaign ID
- Campaign Code
Action
Search
- Workflow API Identifier
  Required
- Date From
  Required
- Date To
  Required
Action
Search

- 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 Sent
Triggers when a Campaign starts to deliver emails.
Trigger
Instant
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Email Link Clicked
Triggers when a link within an email is clicked.
Trigger
Instant
Try It
Opt-Out Link Clicked
Triggers when Users click the opt-out link within an email.
Trigger
Instant
Try It
- Email Address
  Required
- Reference Code
- Title
- First Name
- Last Name
- Company Name
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- City
- Post Code
- Country
- Mobile
- Telephone
- Date Of Birth
- Gender
- Global Suppression
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Custom Field 6
- Custom Field 7
- Custom Field 8
- Custom Field 9
- Custom Field 10
- Custom Field 11
- Custom Field 12
- Custom Field 13
- Custom Field 14
- Custom Field 15
- Custom Field 16
- Custom Field 17
- Custom Field 18
- Custom Field 19
- Custom Field 20
- Custom Field 21
- Custom Field 22
- Custom Field 23
- Custom Field 24
- Custom Field 25
- Custom Field 26
- Custom Field 27
- Custom Field 29
- Custom Field 28
- Custom Field 30
Action
Write
- Workflow API Identifier
  Required
- Email Address
  Required
- Workflow Session Variables
- Journey Label
- Reference Code
- Title
- First Name
- Last Name
- Company Name
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- City
- Post Code
- Country
- Mobile
- Telephone
- Date Of Birth
- Gender
- Global Opt Out
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Custom Field 6
- Custom Field 7
- Custom Field 8
- Custom Field 9
- Custom Field 10
- Custom Field 11
- Custom Field 12
- Custom Field 13
- Custom Field 14
- Custom Field 15
- Custom Field 16
- Custom Field 17
- Custom Field 18
- Custom Field 19
- Custom Field 20
- Custom Field 21
- Custom Field 22
- Custom Field 23
- Custom Field 24
- Custom Field 25
- Custom Field 26
- Custom Field 27
- Custom Field 28
- Custom Field 29
- Custom Field 30
Action
Write
- Email Address
- Unique Reference Code
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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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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Trigger Instiller workflows for new or updated Capsule CRM contacts

Related Zap Templates

Trigger Instiller workflows for new or updated Capsule CRM contacts