Capsule CRM + Missive

Create Missive contacts for new or updated Capsule CRM contacts

Keep your CRM and team communication in sync with this Capsule CRM and Missive workflow. Whenever a new or updated contact is recorded in Capsule CRM, a corresponding contact will be automatically created in Missive, ensuring your team always has the most up-to-date information at their fingertips. This seamless integration simplifies contact management and boosts efficiency for your entire team.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create Contact
Creates a new contact.
ActionWrite

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Supported triggers and actions

- 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
- 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
- Tags
Action
Search or write
New Contact Book
Triggers when a contact book is created.
Trigger
Polling
Try It
- Contact BookRequired
Trigger
Polling
Try It
- Contact BookRequired
- 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 TitleRequired
- Notification BodyRequired
- 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 IdRequired
- Contact BookRequired
- 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 BookRequired
- SearchRequired
- Order
Action
Search

- 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
- Organization
- Comment is a task?
- Comment text contains
- Comment text starts with
- Comment text ends with
Trigger
Instant
Try It
- Contact BookRequired
- KindRequired
Trigger
Polling
Try It
- TypeRequired
- 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
- Base 64 Data
- Send
- Conversation Subject
- Conversation Color
- Conversation
- References
- Add To Inbox
- Organization
Action
Write
- TitleRequired
- Description
- Conversation
- References
- Organization
- Due At
- Subtask
Action
Write
- IdRequired
- TitleRequired
- Description
- Conversation
- References
- Organization
- Due At
- Subtask
- State
Action
Write
- Contact BookRequired
- SearchRequired
- 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.

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