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Capsule CRM + Mattermost

Create Mattermost messages for new or updated Capsule CRM contacts

Keep your team informed of new or updated contacts in Capsule CRM by posting a message in Mattermost. With this workflow, whenever a contact is added or updated in Capsule CRM, a message will be shared in a designated Mattermost channel. Stay coordinated and up-to-date with contact information, streamlining communication and ensuring your team is always in the loop.

Keep your team informed of new or updated contacts in Capsule CRM by posting a message in Mattermost. With this workflow, whenever a contact is added or updated in Capsule CRM, a message will be shared in a designated Mattermost channel. Stay coordinated and up-to-date with contact information, streamlining communication and ensuring your team is always in the loop.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    MattermostMattermost
    Post Message

    Post a new message to a channel.

    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
    • 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
capsulecrm logo
capsulecrm logo

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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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mattermost logo
mattermost logo

About Mattermost

Mattermost offers modern team communication, behind your firewall. Share messages and files across phones and PCs, with archiving and instant search.

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