Capsule CRM + Netex Learning Cloud

Send welcome emails in Netex learningCloud for new or updated opportunities in Capsule CRM

Stay on top of new opportunities in Capsule CRM by instantly sending welcome emails through Netex learningCloud. With this workflow, whenever a new or updated opportunity arises in Capsule CRM, a welcome email will be sent to the relevant contact using Netex learningCloud. This streamlines your communications process and ensures a prompt response to potential clients.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Send Welcome Mail
Send a welcome email to a user.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
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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
- Last Name
- Email
- Sprint Name
- Sprint Link
- First Name
Trigger
Instant
Try It
- GroupRequired
- UserRequired
Action
Write
- CourseRequired
- StudentRequired
Action
Write
- CodeRequired
- NameRequired
- Description
- Role netexCloud
- Role learningCloud
- Role talentCloud
- Role contentCloud
- Role learningCentral
- Role Social
Action
Write
- UsernameRequired
- First NameRequired
- Last NameRequired
- LanguageRequired
- TimezoneRequired
- EmailRequired
- Office Phone Number
- Mobile Phone Number
- Location
- User Description
- Interests
- Role netexCloud
- Role learningCloud
- Role talentCloud
- Role contentCloud
- Role learningCentral
- Rol Social
- Enabled
Action
Write
- UsernameRequired
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
- Last Name
- Email
- Sprint Name
- Sprint Link
- First Name
Trigger
Instant
Try It
- Last Name
- Email
- Sprint Name
- Sprint Link
- Progress
- First Name
Trigger
Instant
Try It
- NameRequired
- CodeRequired
- Description
- Parent Group
- Role netexCloud
- Role learningCloud
- Role talentCloud
- Role contentCloud
- Role learningCentral
- Role Social
Action
Write
- UsernameRequired
- Password
- First NameRequired
- Last NameRequired
- LanguageRequired
- TimezoneRequired
- EmailRequired
- Office Phone Number
- Mobile Phone Number
- Location
- User Description
- Interests
- Role netexCloud
- Role learningCloud
- Role talentCloud
- Role contentCloud
- Role learningCentral
- Role Social
- Enabled
Action
Write
- UsernameRequired
- PasswordRequired
Action
Write
- UserRequired
Action
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 more Help

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CRM (Customer Relationship Management)

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About Netex Learning Cloud

Netex learningCloud is a learning platform designed for the modern workforce.

Related categories

Online Courses

PRODUCTS

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By team

Capsule CRM + Netex Learning Cloud

Send welcome emails in Netex learningCloud 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

User Enrolled in a Sprint

Last Name

Email

Sprint Name

Sprint Link

First Name

Add User to Group

GroupRequired

UserRequired

Enroll Student