Capsule CRM + Netex Learning Cloud

Capsule CRM + Netex Learning Cloud integrations

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 OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
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Send Welcome MailSend a welcome email to a user.
ActionWrite

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More things you can do with Capsule CRM and Netex Learning Cloud

Discover other triggers and actions you can use with Capsule CRM and Netex Learning Cloud

- 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
- Last Name
- Email
- Sprint Name
- Sprint Link
- First Name
Trigger
Instant
Try It
- Group
  Required
- User
  Required
Action
Write
- Course
  Required
- Student
  Required
Action
Write
- Code
  Required
- Name
  Required
- Description
- Role netexCloud
- Role learningCloud
- Role talentCloud
- Role contentCloud
- Role learningCentral
- Role Social
Action
Write
- Username
  Required
- First Name
  Required
- Last Name
  Required
- Language
  Required
- Timezone
  Required
- Email
  Required
- Role Netex Cloud
- Role LMS
- Rol Share
- Role Author
- Role Skills Manager
- Rol Automate
- Role Experts
- Office Phone Number
- Mobile Phone Number
- Location
- User Description
- Interests
- Enabled
Action
Write
- Username
  Required
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
- 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
- Name
  Required
- Code
  Required
- Description
- Parent Group
- Role netexCloud
- Role learningCloud
- Role talentCloud
- Role contentCloud
- Role learningCentral
- Role Social
Action
Write
- Username
  Required
- Password
- First Name
  Required
- Last Name
  Required
- Language
  Required
- Timezone
  Required
- Email
  Required
- Role Netex Cloud
- Role LMS
- Role Share
- Role Author
- Role Skills Manager
- Rol Automate
- Role Experts
- Line Manager
- Office Phone Number
- Mobile Phone Number
- Location
- User Description
- Interests
- Enabled
Action
Write
- Username
  Required
- Password
  Required
Action
Write
- User
  Required
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.

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About Netex Learning Cloud

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

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Online Courses