Capsule CRM + Postscript

Capsule CRM + Postscript integrations

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

Stay in touch with your Capsule CRM contacts by sending messages through Postscript. With this workflow, whenever there's a new or updated contact in Capsule CRM, a message will be sent via Postscript. This automation ensures seamless communication and helps maintain strong relationships with your clients.

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

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More things you can do with Capsule CRM and Postscript

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

- 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
Shop Email Collected
Triggers when a new email is collected by a shop.
Trigger
Instant
Try It
Subscriber Opted Out
Triggers when a shop's subscriber opts out of text messages.
Trigger
Instant
Try It
- Phone Number
  Required
- Keyword
  Required
- Origin
  Required
- Shopify Customer ID
- Email
- Tags
- Custom Properties
Action
Write
- Subscriber ID
  Required
- Email
- Tags
- Custom Properties
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 Message
Triggers when a new message is sent to a shop.
Trigger
Instant
Try It
Subscriber Opted In
Triggers when a new subscriber for a shop opts in.
Trigger
Instant
Try It
- Event Name
  Required
- Subscriber ID
- Phone Number
- Email
- External ID
- Properties
Action
Write
- Phone Number
  Required
- Message Body
  Required
Action
Write
- Phone Number
- Shopify Customer ID
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.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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About Postscript

Postscript is a platform for SMS marketing for Shopify stores.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS