Capsule CRM + Membership.io

Add new or updated Capsule CRM opportunities to Membership.io hubs with ease

Keep your sales and content access organized by connecting Capsule CRM and Membership.io. With this automation, when a new or updated opportunity occurs in Capsule CRM, it will grant Hub access in Membership.io, streamlining the process and ensuring quick access for your leads or customers. Save time and stay focused on closing deals while letting this workflow take care of access management.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Add Hub Access
Adds a Hub access to an audience.
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
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
- Website
- Tags
Action
Write

- 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
- Website
- Tags
Action
Search or write
- HubRequired
- AudienceRequired
Trigger
Polling
Try It
- AudienceRequired
Trigger
Polling
Try It
- Folder
Trigger
Polling
Try It
New Folder
Triggers when a new folder is created.
Trigger
Polling
Try It
New Playlist
Triggers when a new playlist is created.
Trigger
Polling
Try It
New Widget or Plugin
Triggers when a new widget or plugin is created.
Trigger
Polling
Try It
- Name
- EmailRequired
- Phone
- Add Access To Hub(s)
- Email Hub Login?
- Tags
- Remove Existing Tags?
- Attributes
Action
Write
- FolderRequired
- URLRequired
- Title
- Description
- Auto Processs?Required
Action
Write
- FilesRequired
- PlaylistRequired
Action
Write
- AudienceRequired
- HubsRequired
- Email Hub Login?
Action
Write
- AudienceRequired
Action
Write
- AudienceRequired
- TagsRequired
Action
Write
- PlaylistRequired
- FoldersRequired
Action
Write
- PlaylistRequired
- TagsRequired
Action
Write
- EmailRequired
- Name
- Phone
- Add Access To Hub(s)
- Email Hub Login?
- Tags
- Remove Existing Tags?
- Attributes
Action
Search or write

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- 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
- Folder
Trigger
Polling
Try It
New Audience
Triggers when a new audience is created.
Trigger
Polling
Try It
New Audience Tag
Triggers when a new audience tag is created in the account.
Trigger
Polling
Try It
- PlaylistRequired
Trigger
Polling
Try It
New Hub
Triggers when a new Hub is created.
Trigger
Polling
Try It
- HubRequired
Trigger
Polling
Try It
- AudienceRequired
- AchievementsRequired
Action
Write
- AudienceRequired
- TagsRequired
Action
Write
- FileRequired
- Tag
Action
Write
- PlaylistRequired
- FoldersRequired
Action
Write
- PlaylistRequired
- TagsRequired
Action
Write
- AudienceRequired
- AchievementsRequired
Action
Write
- PlaylistRequired
- FilesRequired
Action
Write
- AudienceRequired
- HubsRequired
Action
Write
- EmailRequired
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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