Capsule CRM + ON24

Add or update Capsule CRM contacts to create ON24 registrants

Keep your Capsule CRM contacts engaged with your ON24 webinars through this efficient workflow. When a contact is added or updated in Capsule CRM, this automation promptly creates a registrant in ON24, ensuring they stay informed about your latest webinar offerings. Simplify your process by eliminating manual entry and maintaining current contact lists across both platforms.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create Registrant
Creates a new Registrant for a particular Event.
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
- 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
New Webcast
Triggers when a new Webcast is created.
Trigger
Polling
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- Exclude Sub-AccountsRequired
Trigger
Polling
Try It
- Webcast
Trigger
Polling
Try It
- Sub Client
- TitleRequired
- Tag Campaign
- Tag Campaign 2
- Tag Campaign 3
- Tag Campaign 4
- Tag Campaign 5
- Tag Campaign 6
- Tag Campaign 7
- Tag Campaign 8
- Tag Campaign 9
- Tag Campaign 10
- Country Code
- Archive Available
- Live StartRequired
- Live DurationRequired
- Time ZoneRequired
- Language CodeRequired
- Event TypeRequired
Action
Write
- Time Zone
- Language Code
- Event Type
- Webcast SourceRequired
- Title
- Country Code
- Tag Campaign
- Tag Campaign 2
- Tag Campaign 3
- Tag Campaign 4
- Tag Campaign 5
- Tag Campaign 6
- Tag Campaign 7
- Tag Campaign 8
- Tag Campaign 9
- Tag Campaign 10
- Campaign Code
- Live Start
- Live Duration
- Archive Available
- Promotional Summary
Action
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
- Webcast
Trigger
Polling
Try It
- Webcast
Trigger
Polling
Try It
- Webcast
Trigger
Polling
Try It
- Webcast SourceRequired
- Tag Campaign 2
- Tag Campaign 3
- Tag Campaign 4
- Tag Campaign 5
- Tag Campaign 6
- Tag Campaign 7
- Tag Campaign 8
- Tag Campaign 9
- Tag Campaign 10
- Live StartRequired
- Time Zone
- Language Code
- Event Type
- Title
- Live Duration
- Promotional Summary
- Tag Campaign
- Archive Available
Action
Write
- Event IDRequired
- EmailRequired
- First Name
- Last Name
- Company
- User Name
- Password
- Ext Event User CD
- Partner Ref
- Company Size
- Job Title
- Job Function
- Street Address 1
- Street Address 2
- Country
- City
- State
- Postal Code
- Home Phone
- Work Phone
- Fax
- Industry
- Other
- Notes
- Marketing Email
- Event Email
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Custom Field #5
- Custom Field #6
- Custom Field #7
- Custom Field #8
- Custom Field #9
- Custom Field #10
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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