Capsule CRM + JustCall

Send a text message in JustCall for new or updated contacts in Capsule CRM

Effortlessly stay connected with your Capsule CRM contacts by sending them text messages via JustCall. With this workflow, every time you add or update a contact in Capsule CRM, a text message will be dispatched through JustCall. This streamlined communication process ensures you consistently engage with your clients and never miss an opportunity to connect with them.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
[Legacy] Send a Text Message
Allows you to send a text message to any number
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Contact
Update an existing Contact
Action
Write

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
Call AI Report Generated
Triggers when the AI-powered insights for a JustCall call are generated
Trigger
Instant
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Call Completed (Sales Dialer)
Triggers when a call is completed in Sales Dialer.
Trigger
Instant
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Call Updated (Sales Dialer)
Triggers when a call is updated in Sales Dialer(This event will only contain the keys for which the values of a call are actually updated).
Trigger
Instant
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Incoming Caller Enters Queue
Triggers when an incoming call enters an queue.
Trigger
Instant
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New Incoming Call
Triggers for a new incoming call
Trigger
Instant
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New Appointment
Triggers when a new appointment is scheduled via JustCall Appointment Scheduler (Public Calendar)
Trigger
Polling
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[Legacy] Call Ended
Triggers when a call ends and gets logged in your JustCall call logs. (For voicemails use New Voicemail trigger)
Trigger
Polling
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SMS Sent or Received
Triggers when a new text is sent from (or received on) your JustCall numbers
Trigger
Instant
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New Voicemail
Triggers whenever there is a new voicemail
Trigger
Instant
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SMS Received
Triggers when an SMS is received in JustCall (incoming only)
Trigger
Instant
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Call Updated
Triggers when a call is updated(This event will only contain the keys for which the values of a call are actually updated).
Trigger
Instant
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- CampaignRequired
- PhoneRequired
- First Name
- Last Name
- Email
Action
Write
- Call IdRequired
Action
Write
- Customer/Client NumberRequired
- JustCall Number
Action
Write
- Campaign IDRequired
- PhoneRequired
Action
Write
- To NumberRequired
- FromRequired
- BodyRequired
- Date & TimeRequired
- Offset (in minutes)
Action
Write
- To NumberRequired
- FromRequired
- BodyRequired
Action
Write
- Contact idRequired
- First NameRequired
- Last Name
- Phone NumberRequired
- Email
- Company
- Notes
- Other Phone Label
- Other Phone Number
Action
Write
- phoneRequired
Action
Search

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- Entity TypeRequired
- Activity Type
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
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
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
AI Voice Agent Data Generated for Call
Trigger is only applicable for calls picked up by the JustCall AI Voice Agent and provides data associated with and collected by the Voice Agent.
Trigger
Instant
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Call Answered
Triggers when a call answered an queue.
Trigger
Instant
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Call Initiated
Triggers when a call initiated from JustCall.
Trigger
Instant
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[Legacy] Incoming Call
Triggers for a new incoming call
Trigger
Instant
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Incoming Caller Exits Queue
Triggers when an incoming call exits an queue.
Trigger
Instant
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Missed Call
Trigger when an incoming call is missed
Trigger
Instant
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Call Completed
Triggers when a call ends and gets logged in your JustCall call logs. (For voicemails use New Voicemail trigger)
Trigger
Instant
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New Contact
Triggers when a new contact is added to your JustCall address book.
Trigger
Polling
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[Legacy] New Text
Triggers when a new text is sent from (or received on) your JustCall numbers
Trigger
Polling
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SMS Delivery Status Updated
Triggers when an outgoing SMS gets delivered
Trigger
Instant
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SMS Sent
Triggers when an SMS is sent via JustCall (outgoing only)
Trigger
Instant
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[Legacy] Call Updated
Triggers when you add/update notes and disposition codes for a particular call
Trigger
Instant
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- CampaignRequired
- PhoneRequired
- First Name
- Last Name
- Email
Action
Write
- Customer/Client NumberRequired
- JustCall Number
- Country Code
Action
Write
- firstnameRequired
- lastname
- phoneRequired
- email
- company
- notes
- Agent ID
Action
Write
- To NumberRequired
- FromRequired
- Body
- Media LinksRequired
Action
Write
- To NumberRequired
- FromRequired
- BodyRequired
- Media LinksRequired
Action
Write
- To NumberRequired
- FromRequired
- BodyRequired
Action
Write
- Contact ID
- phone
- email
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.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

About JustCall

JustCall helps sales and support teams to connect easily with their leads & customers. We provide a cloud based service that allows you to make calls and send text messages.

Learn more

Related categories

Phone & SMS

Related Zap Templates

Send multimedia text messages in JustCall for new or updated opportunities in Capsule CRM

Capsule CRM + JustCall

Send a text message in JustCall for new or updated contacts in Capsule CRM

New or Updated Project

New or Updated Contact

Create Project

Add Tag to Entity

Create Contact

API Request (Beta)

Update Contact

Find Milestone

Find Contact

Find or Create Project

Find or Create Contact

Call AI Report Generated

Call Completed (Sales Dialer)

Call Updated (Sales Dialer)

Incoming Caller Enters Queue

New Incoming Call

New Appointment

[Legacy] Call Ended

SMS Sent or Received

New Voicemail

SMS Received

Call Updated

[Legacy] Add to Sales Dialer Campaign

Get Voice Agent Data

Check Reply to SMS

Delete Contact From Sales Dialer Campaign

Schedule a Text Message

[Legacy] Send a Text Message

Update Contact

Find Contact in Sales Dialer

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Create Opportunity

Create Task

Update Opportunity

Find Project

Find Opportunity

Find Stage

Find or Create Opportunity

AI Voice Agent Data Generated for Call

Call Answered

Call Initiated

[Legacy] Incoming Call

Incoming Caller Exits Queue

Missed Call

Call Completed

New Contact

[Legacy] New Text

SMS Delivery Status Updated

SMS Sent

[Legacy] Call Updated

Add Contact to Sales Dialer Campaign

[Legacy] Check for Text Replies

Create Contact

[Legacy] Send a Multimedia Text Message

Send a Multi-Media Message

Send a Text Message

Find Contact

About Capsule CRM

Related categories

Similar apps

Highrise

Streak

Insightly

About JustCall

Related categories

Related Zap Templates

Related Zap Templates