Capsule CRM + Sakari SMS

Capsule CRM + Sakari SMS integrations

Create Sakari SMS contacts from new or updated Capsule CRM opportunities

Stay in touch with your Capsule CRM opportunities by automatically creating contacts in Sakari SMS. With this workflow, whenever a new or updated opportunity is detected in Capsule CRM, a contact will be created in Sakari SMS. Save time and ensure timely communication with your prospects and clients through quick and seamless contact creation.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create ContactCreates a new contact.
ActionWrite

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More things you can do with Capsule CRM and Sakari SMS

Discover other triggers and actions you can use with Capsule CRM and Sakari SMS

- 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
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
- Phone Number Group
  Required
- Mobile
  Required
- Mobile Country
- FirstName
- LastName
- Email
- Lists
- Message
  Required
- Attachment
Action
Write
- Account
  Required
- Mobile
  Required
- Mobile Country
- FirstName
- LastName
- Email
- Lists
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
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
- Mobile
  Required
- Mobile Country
- FirstName
- LastName
- Email
- Lists
Action
Write
- Account
  Required
- Mobile
  Required
- Mobile Country
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 Sakari SMS

Sakari is a platform for sending and receiving SMS messages. Our platform is optimized for sending customized messages in bulk allowing recipients to feel more engaged with your business.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

Related Zap Templates

Create and update Sakari SMS contacts from new or updated Capsule CRM contacts

Send messages via Sakari SMS for new or updated opportunities in Capsule CRM