Capsule CRM + PersistIQ

Add do not contact domains in PersistIQ for new or updated opportunities in Capsule CRM

Ensure your Capsule CRM Opportunities are respected in your outreach efforts by seamlessly updating PersistIQ's Do Not Contact Domain list. With this workflow, whenever a new or updated opportunity arises in Capsule CRM, the corresponding domain will be added to PersistIQ's Do Not Contact list. This automation helps you maintain a clean contact list and prevent unwanted communication with important leads.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Add Do Not Contact Domain
Adds a new Do Not Contact domain.
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
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- 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
Updated Prospect
Triggers when a prospect is updated.
Trigger
Instant
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- CampaignRequired
- Prospect EmailRequired
- Mailbox Id
Action
Write
- EmailRequired
- First Name
- Last Name
- Address
- City
- State
- Phone
- Website
- Company
- Title
- Industry
- Snippet1
- Snippet2
Action
Write
- Prospect EmailRequired
- Lead Status
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
New Prospect
Triggers when a new prospects is created.
Trigger
Instant
Try It
- Domain NameRequired
Action
Write
Create or Update Prospect
Creates or updates a prospect.
Action
Write
- CampaignRequired
- EmailRequired
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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