Capsule CRM + Serio Verify

Capsule CRM + Serio Verify integrations

Send data in Serio Verify for new or updated opportunities in Capsule CRM

Stay on top of your Capsule CRM opportunities and ensure accurate data with this efficient workflow. Whenever there's a new or updated opportunity in Capsule CRM, this automation will send the relevant information to Serio Verify for validation. Save time, maintain data accuracy, and keep your sales process streamlined with this seamless integration between Capsule CRM and Serio Verify.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Send DataUse 'Send Data' for sending data into Serio Verify.
ActionWrite

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More things you can do with Capsule CRM and Serio Verify

Discover other triggers and actions you can use with Capsule CRM and Serio Verify

- 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
- Country
  Required
- Navigator
  Required
- Automation name
  Required
Trigger
Instant
Try It
- Country
  Required
- Navigator
  Required
- Source
  Required
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
- Country
  Required
- Navigator
  Required
- Automation name
  Required
Trigger
Instant
Try It
- Country
  Required
- Module key
  Required
- SerioID
  Required
- TM Status
  Required
- TM Call time
- Sales Count
Action
Write
- LeadId
  Required
- Navigator ID (CID)
  Required
- Country
  Required
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.

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About Serio Verify

Serio Verify is your software platform for lead management. Predict your conversion with AI, automatically validate and enrich your leads and get relevant statistics, so you can make the right strategic decisions. 100% GDPR compliant - all the way.

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