Capsule CRM + Missive

Capsule CRM + Missive integrations

Create Missive posts for new or updated Capsule CRM opportunities

Effortlessly manage your Capsule CRM opportunities and streamline team communication with this time-saving workflow. When a new or updated opportunity arises in Capsule CRM, a post will be created in the Missive app to keep your team informed and up to date. Boost your sales process efficiency and ensure no opportunity slips through the cracks with this seamless automation.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create PostCreates a new post.
ActionWrite

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More things you can do with Capsule CRM and Missive

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

- 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
New Contact Book
Triggers when a contact book is created.
Trigger
Polling
Try It
- Contact Book
  Required
Trigger
Polling
Try It
- Contact Book
  Required
- First_name
- Last_name
- Middle_name
- Phonetic_first_name
- Phonetic_last_name
- Phonetic_middle_name
- Prefix
- Suffix
- Nickname
- File_as
- Notes
- Starred
- Gender
Action
Write
- Author Name
- Author avatar
- Conversation_icon
- Notification_title
  Required
- Notification_body
  Required
- Text
- Color
- Pretext
- Author_name
- Author_link
- Author_icon
- Title
- Title_link
- Image_url
- Attachment_text
- Date
- Footer
- Footer_icon
- Conversation_subject
- Conversation_color
- Conversation
- References
- Add_to_inbox
- Organization
Action
Write
- Contact_id
  Required
- Contact Book
  Required
- First_name
- Last_name
- Middle_name
- Phonetic_first_name
- Phonetic_last_name
- Phonetic_middle_name
- Prefix
- Suffix
- Nickname
- File_as
- Notes
- Starred
- Gender
Action
Write
- Contact Book
  Required
- Search
  Required
- Order
Action
Search

- 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
- Organization
- Comment is a task?
- Comment text contains
- Comment text starts with
- Comment text ends with
Trigger
Instant
Try It
- Contact Book
  Required
- Kind
  Required
Trigger
Polling
Try It
- Type
  Required
- Organization
- Message contains
Trigger
Instant
Try It
- Subject
- Body
- Account
- From_name
- From_address
- From_phone_number
- name
- address
- Phone number
- Recipient ID
- Recipient username
- name
- address
- name
- address
- Filename
- Base64_data
- Send
- Conversation_subject
- Conversation_color
- Conversation
- References
- Add_to_inbox
- Organization
Action
Write
- Title
  Required
- Description
- Conversation
- References
- Organization
- Due_at
- Subtask
Action
Write
- Id
  Required
- Title
  Required
- Description
- Conversation
- References
- Organization
- Due_at
- Subtask
- State
Action
Write
- Contact Book
  Required
- Search
  Required
- Order
- First_name
- Last_name
- Middle_name
- Phonetic_first_name
- Phonetic_last_name
- Phonetic_middle_name
- Prefix
- Suffix
- Nickname
- File_as
- Notes
- Starred
- Gender
Action
Search or write

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 moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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About Missive

Email, group chat and tasks for productive teams. One app for all your internal and external communication.

Learn moreLearn moreHelpHelp

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Customer Support

Related Zap Templates

Create Missive contacts for new or updated Capsule CRM contacts

Related Zap Templates

Create Missive contacts for new or updated Capsule CRM contacts