Capsule CRM + Rise

Create Rise invitations for new or updated Capsule CRM contacts

Effortlessly grow your network by connecting Capsule CRM and Rise with this seamless automation. Whenever there's a new or updated contact in Capsule CRM, this workflow will create an invitation for them in the Rise app. Save time and ensure a smooth onboarding experience for your contacts, while you focus on building meaningful relationships.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create InvitationInvite a new user to Rise.
ActionWrite

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More things you can do with Capsule CRM and Rise

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

- 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
Course Submitted
Triggers when an author submits a course for publication.
Trigger
Instant
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User Created
Triggers when a user is added to your Rise account.
Trigger
Instant
Try It
- Email
  Required
Action
Search
- Email
  Required
- First Name
- Last Name
- Role
  Required
- Group Names
- Reporting Groups
Action
Search or 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
Course Completed
Triggers when a learner completes a course.
Trigger
Instant
Try It
Enrollments Created
Triggers when users or groups are enrolled in either a course or learning path.
Trigger
Instant
Try It
- Email
  Required
- First Name
- Last Name
- Role
  Required
- Group Names
- Reporting Groups
Action
Write
- Email
  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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Rise is an all-in-one system that makes training easy to create, enjoyable to take, and simple to manage.

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