Capsule CRM + Plivo

Capsule CRM + Plivo integrations

Send sms for new or updated opportunities in Capsule CRM with Plivo

Stay updated on your Capsule CRM's opportunities and efficiently notify your team with SMS messages through Plivo. This automation workflow activates when there's a new or updated opportunity in Capsule CRM, instantly sending an SMS alert via Plivo to a specified phone number. Keep your team informed and connected, ensuring you never miss crucial updates on business opportunities.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Send SMSSends an SMS.
ActionWrite

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More things you can do with Capsule CRM and Plivo

Discover other triggers and actions you can use with Capsule CRM and Plivo

- 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
- Number
  Required
Trigger
Instant
Try It
- From Number
  Required
- To Number(s)
  Required
- Text
  Required
- Language
- Voice
Action
Write
- Source Number
  Required
- Destination Number(s)
  Required
- Text
  Required
Action
Write

- 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
New Completed Call
Triggers after a new call is completed.
Trigger
Polling
Try It
- From Number
  Required
- To Number(s)
  Required
- Audio URL
  Required
Action
Write
- Source number
  Required
- Destination Number(s)
  Required
- Text
- Media URL's
  Required
Action
Write
- Service
  Required
Action
Search

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 Plivo

Plivo is an easy-to-use tool that lets you send & receive SMS and voice calls.

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Phone & SMS