Capsule CRM + Magentrix

Capsule CRM + Magentrix integrations

Create Magentrix entity records for new or updated Capsule CRM contacts

Keep your Capsule CRM contacts in sync with your Magentrix records effortlessly. With this workflow, every time a new or updated contact is detected in Capsule CRM, a corresponding entity record will be created or updated in Magentrix. This automation ensures that your contact information remains consistent across both applications, saving you time and reducing manual data entry errors.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create Entity RecordCreates a new record of your chosen Entity Type.
ActionWrite

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More things you can do with Capsule CRM and Magentrix

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

- 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
- Document Type
  Required
Trigger
Polling
Try It
Upload a New File
Uploads a new file (document, attachment, or Salesforce file).
Action
Write
- Select Entity Type
  Required
- Record
  Required
Action
Write
- Select Entity Type
  Required
- Record
  Required
Action
Write
- Select Entity Type
  Required
- Field Name
  Required
- Field Value
  Required
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
- Entity Name
  Required
Trigger
Polling
Try It
- Entity Name
  Required
Trigger
Polling
Try It
- Select Entity Type
  Required
Action
Write
Update an Existing File
Updates an existing file (document, attachment, or Salesforce file).
Action
Write
- Select Entity Type
  Required
- Field Name
  Required
- Field Value
  Required
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 Magentrix

Magentrix provides advanced API connections to Salesforce CRM & Microsoft Dynamics which allow you to easily build custom, self-service webpages for customers or partners to access or change account or contact related data.

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