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Capsule CRM + roam-bot

Capsule CRM + roam-bot

Capsule CRM + roam-bot integrations

Create blocks in roam-bot's today page for new or updated opportunities in Capsule CRM

Stay on top of your sales opportunities with this seamless integration between Capsule CRM and the Roam-bot app. Whenever a new or updated opportunity arises in Capsule CRM, a block will be created in the Today Page of Roam-bot, ensuring you never miss a potential deal. Simplify your sales process with this efficient workflow, so you can focus on closing deals and driving revenue.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create a Block in Today PageCreate a new block in Today page
ActionWrite

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More things you can do with Capsule CRM and roam-bot

Discover other triggers and actions you can use with Capsule CRM and roam-bot

- 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
- Graph Name
  Required
- Encrypted Graph Password
Trigger
Polling
Try It
- Graph Name
  Required
- Encrypted Graph Password
- Parent Block Uid
  Required
- Block content
  Required
- Block Text Style
- Block Text Alignment
- Position
- Insert as a single text block?
Action
Write
- Graph Name
  Required
- Encrypted Graph Password
- Page Uid
  Required
- Block content
  Required
- Block Text Style
- Block Text Alignment
- Position
- Insert as a single text block?
Action
Write
- Graph Name
  Required
- Encrypted Graph Password
- Timezone
- Block content
  Required
- Block Text Style
- Block Text Alignment
- Position
- Insert as a single text block?
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
- Graph Name
  Required
- Encrypted Graph Password
- Filter block by text
Trigger
Polling
Try It
- Graph Name
  Required
- Encrypted Graph Password
Trigger
Polling
Try It
- Graph Name
  Required
- Encrypted Graph Password
- Page Title
  Required
- Block content
  Required
- Block Text Style
- Block Text Alignment
- Position
- Insert as a single text block?
Action
Write
- Graph Name
  Required
- Encrypted Graph Password
- Block content
  Required
- Block Text Style
- Block Text Alignment
- Position
- Insert as a single text block?
Action
Write
- Graph Name
  Required
- Encrypted Graph Password
- Page title
  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 roam-bot

Roam-Bot connects everything to and from RoamResearch through online plateforms

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