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Capsule CRM + Ryver

Create Ryver chat messages for new or updated Capsule CRM contacts

Keep your team informed about new or updated contacts in your Capsule CRM by automatically sending chat messages in Ryver. This workflow ensures that important CRM information is shared with your team in real time, improving collaboration and ensuring that everyone stays up-to-date on client or prospect updates.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create Chat MessageCreate a new chat message.
ActionWrite

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More things you can do with Capsule CRM and Ryver

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

- 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
- Posted to Team
- Posted to User
- Created By
- Posted to Forum
Trigger
Polling
Try It
- Created By
- Group
  Required
Trigger
Polling
Try It
- Forum
- Team
- User
- File
  Required
Action
Write
- Forum
- Team
- User
- Received
- From Email
- From Name
- To Email
- To Name
- CC Email
- CC Name
- Subject
- Post Body
- Email Body
- Email Body Content Type
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
- Message from User
- Message for Team
- Message for Forum
Trigger
Polling
Try It
- Posted to User
- Created By
- Posted to Team
- Posted to Forum
Trigger
Polling
Try It
- Forum
- Team
- User
- Body
  Required
Action
Write
- Forum
- Team
- User
- Subject
- Body
Action
Write
- Name
  Required
- Nickname
- Description
- Security
  Required
- Active
- Avatar
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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Ryver organizes all your collaboration in one app with team chat, task management, and voice and video calls.

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