Capsule CRM + LearnUpon

Capsule CRM + LearnUpon integrations

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 OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create a New Portal InviteYou can use this action to invite users to your portal.
ActionWrite

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More things you can do with Capsule CRM and LearnUpon

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

- 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
- Email
  Required
- Username
- Course Name
- Re-enroll if already completed
- Course ID
Action
Write
- Group ID
  Required
- User ID
  Required
- Process Enrollments
Action
Write
- Email
  Required
- Username
- First Name
- Last Name
- Password
- Must Change Password
- Language
- Account Expires
- Login Enabled
- User Type
  Required
- 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 User
  Required
Action
Search
- Email
  Required
- Username
- First Name
- Last Name
- Password
- Must Change Password
- Language
- Account Expires
- Login Enabled
- User Type
  Required
- 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

- 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
Enrollment Completion Trigger
Triggers when a learner completes a course in LearnUpon.
Trigger
Instant
Try It
- Title
  Required
- Description
- SSO Sync.
Action
Write
- Email
  Required
- Username
- First Name
- Last Name
- Account Expires
- Group ID
- Salesforce Contact ID
- Salesforce User ID
- User Type
Action
Write
- Title of the Group
  Required
Action
Search
- Title
  Required
- 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 moreLearn moreHelpHelp

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About LearnUpon

LearnUpon is an enterprise learning management system (LMS) that fuels business’s employee, partner, and customer success through training.

Learn moreLearn moreHelpHelp

Related categories

Online Courses