Capsule CRM + Podium

Capsule CRM + Podium integrations

Send messages in Podium for new or updated contacts in Capsule CRM

Stay connected with your Capsule CRM contacts by sending them messages in Podium. This automation workflow is activated whenever a new or updated contact appears in Capsule CRM, ensuring that a message gets sent through Podium. Keep your contacts engaged and informed without manual effort using this seamless integration.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Send MessageSend a Message.
ActionWrite

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More things you can do with Capsule CRM and Podium

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

- 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
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Refunded Invoice
Triggers when there is a refund on an invoice.
Trigger
Polling
Try It
New Review Invite
Triggers when a new review invite is created.
Trigger
Polling
Try It
- AccountUid
- Messenger Channel
  Required
- Customer Name
  Required
- Invoice Number
- Amount
  Required
- Description
- Location
  Required
- Card Reader
Action
Write
- Data Feed Uid
  Required
- Number of Events
  Required
Action
Write
- Body
  Required
- Messenger Channel
  Required
- Channel Type
  Required
- Contact Name
- Location
  Required
- Sender Name
- Subject
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
- Status
Trigger
Polling
Try It
New Paid Invoice
Triggers when an invoice is paid by the contact via the invoice link. Marking an invoice as paid in the app will not fire this trigger.
Trigger
Polling
Try It
New Review
Triggers when a customer submits a review for your business from a Podium review invite.
Trigger
Polling
Try It
- Location
  Required
- Invoice Uid
  Required
- Note
  Required
Action
Write
- Data Feed Uid
  Required
- Location
  Required
- Custom
Action
Write
- Location
  Required
- Invoice
  Required
- Note
- Reason
  Required
- Amount
  Required
- Payment Unique Identifer
  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.

Learn moreLearn moreHelpHelp

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About Podium

Podium is a messaging platform that helps you get more reviews, collect payments, send SMS campaigns, and centralize your communications

Learn moreLearn moreHelpHelp

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Communication