Capsule CRM + LearnUpon

Create LearnUpon portal invites for new or updated Capsule CRM opportunities

Effortlessly manage your Capsule CRM opportunities and enhance the learning experience for your clients with this streamlined workflow. When a new or updated opportunity arises in Capsule CRM, a Portal Invite will be created in LearnUpon. This seamless process saves you time and ensures your clients have prompt access to valuable learning materials.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create a New Portal Invite
You can use this action to invite users to your portal.
ActionWrite

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Supported triggers and actions

- 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
- 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 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

- 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
- EmailRequired
- Username
- Course Name
- Re-enroll if already completed
- Course ID
Action
Write
- Group IDRequired
- User IDRequired
- Process Enrollments
Action
Write
- EmailRequired
- Username
- First Name
- Last Name
- Password
- Must Change Password
- Language
- Account Expires
- Login Enabled
- User TypeRequired
- Can Enroll Learners on Courses
- Can Mark Learners Complete on Courses
- Can Edit Courses
- Can Create Courses
- Membership Type
- Salesforce Contact ID
- Salesforce User ID
Action
Write
- Email of the UserRequired
Action
Search
- EmailRequired
- Username
- First Name
- Last Name
- Password
- Must Change Password
- Language
- Account Expires
- Login Enabled
- User TypeRequired
- Can Enroll Learners on Courses
- Can Mark Learners Complete on Courses
- Can Edit Courses
- Can Create Courses
- Membership Type
- Salesforce Contact ID
- Salesforce User ID
Action
Search or write

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- 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 Contact
Update an existing Contact
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
Enrollment Completion Trigger
Triggers when a learner completes a course in LearnUpon.
Trigger
Instant
Try It
- TitleRequired
- Description
- SSO Sync.
Action
Write
- EmailRequired
- Username
- First Name
- Last Name
- Account Expires
- Group ID
- Salesforce Contact ID
- Salesforce User ID
- User Type
Action
Write
- Title of the GroupRequired
Action
Search
- TitleRequired
- Description
- SSO Sync.
Action
Search or 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.

Learn more