Capsule CRM + Postalytics

Send and track postcards and letters in Postalytics for new or updated contacts in Capsule CRM

Stay connected with your Capsule CRM contacts and keep them informed with personalized postcards or letters using this workflow. When a new or updated contact is added in Capsule CRM, this automation instantly sends a custom postcard or letter to your contact using Postalytics. Save time and effort by streamlining your communication with clients, leaving you more opportunities to focus on growing your relationships.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Send and Track a Postcard or Letter
Send a postcard or letter with delivery and response tracking.
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
- 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
- FlowRequired
- Company
- First NameRequired
- Last NameRequired
- AddressRequired
- Address 2
- CityRequired
- StateRequired
- Postal CodeRequired
- Phone
- Variable Data 1
- Variable Data 2
- Variable Data 3
- Variable Data 4
- Variable Data 5
- Variable Data 6
- Variable Data 7
- Variable Data 8
- Variable Data 9
- Variable Data 10
- Variable Data 11
- Variable Data 12
- Variable Data 13
- Variable Data 14
- Variable Data 15
- Variable Data 16
- Variable Data 17
- Variable Data 18
- Variable Data 19
- Variable Data 20
- Variable Data 21
- Variable Data 22
- Variable Data 23
- Variable Data 24
- Variable Data 25
- Variable Data 26
- Variable Data 27
- Variable Data 28
- Variable Data 29
- Variable Data 30
- Variable Data 31
- Variable Data 32
- Variable Data 33
- Variable Data 34
- Variable Data 35
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
- CampaignRequired
Trigger
Instant
Try It
- Triggered Drip CampaignRequired
- Company
- First NameRequired
- Last NameRequired
- AddressRequired
- Address 2
- CityRequired
- StateRequired
- Postal CodeRequired
- Phone
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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