Capsule CRM + LearnWorlds

Add tags to LearnWorlds users from new or updated Capsule CRM opportunities

Easily manage your sales opportunities and online courses by connecting Capsule CRM with LearnWorlds. With this workflow, whenever a new or updated opportunity arises in Capsule CRM, specific tags will be added to the corresponding user in LearnWorlds. Streamline your sales process and course enrollment, ensuring a seamless experience for both your team and students.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
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Add Tags to User
Adds one or more tags to a Learnworlds User.
ActionWrite

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Supported triggers and actions

- ActionRequired
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- ActionRequired
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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 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
New Certificate (Legacy)
Triggers when a user is awarded a certificate.
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Course Completed
Triggers when a user completes a course.
Trigger
Instant
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New Lead (Legacy)
Triggers when a new email lead is captured.
Trigger
Instant
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Learning Program Completed
Triggers when a user completes a learning program.
Trigger
Instant
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Payment Created
Triggers when a payment transaction for a purchase (including one-off purchase, subscription payment, or installment of a payment plan) is successfully charged. For a subscription or a payment plan, a new transaction is created for every single payment.
Trigger
Instant
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User Previewed a Free Section
Triggers when a user has previewed a free section of a paid course.
Trigger
Instant
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Subscription or Payment Plan Canceled
Triggers when a user cancels their subscription or payment plan.
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Instant
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- SourceRequired
- SurveyRequired
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- TagRequired
Trigger
Instant
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New User (Legacy)
Triggers when a new user is registered.
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Instant
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User Updated
Triggers when a user profile is updated.
Trigger
Instant
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- EmailRequired
- ProductRequired
- Price
- Transaction Id
Action
Write
- Full NameRequired
- EmailRequired
- Phone Number
- Address
- Country
- Birthday
- Company
- Company Size
- Website
- University
- Graduation Year
Action
Write
- EmailRequired
- First Name
- Last Name
- ProductRequired
- Price
- Send Welcome Email
- Transaction Id
Action
Write
- EmailRequired
- ProductRequired
- Mark Payment as Refunded
Action
Write

- ActionRequired
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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 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
- AssessmentRequired
Trigger
Instant
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New Certificate
Triggers when a user is awarded a certificate.
Trigger
Instant
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User Enrolled in Product
Triggers when a user is enrolled in a product (free, paid or private course, bundle or subscription).
Trigger
Instant
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New Lead
Triggers when a new email lead is captured.
Trigger
Instant
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- CourseRequired
- Learning ActivityRequired
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Instant
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Payment Failed
Triggers when a recurring payment has failed (only for stripe installments and subscriptions).
Trigger
Instant
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New Enrollment Purchase (Legacy)
Triggers when a user is enrolled in or purchases a paid product.
Trigger
Instant
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Subscription Updated
Triggers when a subscription is updated (either planned for cancellation or renewed, or the selected plan has been updated).
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Instant
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- TagRequired
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Instant
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User Unenrolled From Product
Triggers when a user is unenrolled from a product (paid or private course, bundle or subscription).
Trigger
Instant
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New User
Triggers when a new user is registered.
Trigger
Instant
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- Full NameRequired
- EmailRequired
- ProductRequired
- Price
- Transaction Id
- Avatar link
- Phone Number
- Address
- Country
- Birthday
- Company
- Company Size
- Website
- University
- Graduation Year
Action
Write
- EmailRequired
- TagsRequired
Action
Write
- First NameRequired
- Last Name
- EmailRequired
Action
Write
- EmailRequired
- TagsRequired
Action
Write
- Email or IDRequired
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 LearnWorlds

LearnWorlds is a premium learning platform via which you sell online courses under your own website.

Learn more

Related categories

Online Courses

Related Zap Templates

Create and enroll LearnWorlds users from new or updated Capsule CRM opportunities

Capsule CRM + LearnWorlds

Add tags to LearnWorlds users from new or updated Capsule CRM opportunities

New or Updated Project

New or Updated Contact

Create Project

Add Tag to Entity

Create Contact

API Request (Beta)

Update Opportunity

Find Milestone

Find Contact

Find or Create Project

Find or Create Contact

New Certificate (Legacy)

Course Completed

New Lead (Legacy)

Learning Program Completed

Payment Created

User Previewed a Free Section

Subscription or Payment Plan Canceled

New Form Submission

Tag Removed

New User (Legacy)

User Updated

Enroll User in Product (Legacy)

Create User (Legacy)

Enroll User in Product

Unenroll User From Product

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Create Opportunity

Create Task

Update Contact

Find Project

Find Opportunity

Find Stage

Find or Create Opportunity

Assessment Completed

New Certificate

User Enrolled in Product

New Lead

Learning Activity Completed

Payment Failed

New Enrollment Purchase (Legacy)

Subscription Updated

Tag Added

User Unenrolled From Product

New User

Create and Enroll User (Legacy)

Add Tags to User

Create User

Remove Tags From User

Find a User

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Forms

About LearnWorlds

Related categories

Related Zap Templates

Related Zap Templates