Capsule CRM + Manychat

Send dynamic messages to Manychat users for new or updated opportunities in Capsule CRM

Keep your Manychat users informed about new or updated opportunities in Capsule CRM with this seamless workflow. When a change occurs in Capsule CRM, a dynamic message will be sent to the corresponding user in Manychat, ensuring they stay updated on the latest developments. Simplify communication and stay organized with this efficient automation.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Send Dynamic Message to User
Sends a dynamic message to user.
ActionWrite

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Supported triggers and actions

What does this mean?

- 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
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- 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
- EventRequired
Trigger
Instant
Try It
New Subscriber
Triggers when a user subscribes to your page.
Trigger
Instant
Try It
- TagRequired
Trigger
Instant
Try It
- UserRequired
- TagRequired
Action
Write
- UserRequired
- ContentRequired
Action
Write
- UserRequired
- ValueRequired
Action
Write
- UserRequired
- SequenceRequired
Action
Write
- Custom FieldRequired
Action
Search
- NameRequired
Action
Search

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- Entity TypeRequired
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- 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
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
Chat Opened
Triggers when a chat is opened with a user.
Trigger
Instant
Try It
New Order Paid
Triggers when a user has purchased an order.
Trigger
Instant
Try It
- Custom FieldRequired
Trigger
Instant
Try It
- UserRequired
- TagRequired
Action
Write
- UserRequired
- Message tag
- Json dynamic messageRequired
Action
Write
- UserRequired
- Message tag
- Message textRequired
Action
Write
- UserRequired
- SequenceRequired
Action
Write
- Order IDRequired
Action
Search
- User 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 Help

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About Manychat

Manychat is an all-in-one Messenger Marketing platform. Create your Facebook Messenger bot for marketing, sales and support with our simple drag'n'drop builder. Effectively promote with built-in tools for growing audience. Start today – it's easy and free.

Learn more Help

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Capsule CRM + Manychat

Send dynamic messages to Manychat users for new or updated opportunities in Capsule CRM

New or Updated Project

New or Updated Contact

ActionRequired

Create Project

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Add Tag to Entity

Entity TypeRequired

Create Contact

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Update Contact

Find Milestone

PipelineRequired

NameRequired

Find Contact

Search usingRequired

Find or Create Project

Search usingRequired

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Find or Create Contact

Search usingRequired

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

New “Trigger a Zap” Event

EventRequired

New Subscriber

New Tagged User

TagRequired

Remove Tag From User

UserRequired

TagRequired

Send Content to User

UserRequired