Capsule CRM + Short.io

Create Short.io links for new or updated Capsule CRM opportunities

Stay on top of your Capsule CRM opportunities and streamline your marketing efforts with this workflow. When a new or updated opportunity arises in Capsule CRM, a short link will be created using Short.io, making it easier to share relevant information with your team or potential clients. Enhance your CRM management and marketing efficiency with this simple yet powerful automation.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create a Short Link
Creates new link on your own domain.
ActionWrite

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Supported triggers and actions

What does this mean?

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
Action
Write

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
- DomainRequired
- Original URLRequired
Action
Write
- Link IDRequired
Action
Write
- Link IDRequired
- Expiration Date
- Click limit
- Expiration URL
Action
Write
- Link IDRequired
- CountryRequired
- Original URLRequired
Action
Write
- Domain IDRequired
- Link Limit
- Start date
- End date
- Page Token
Action
Write

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- Entity TypeRequired
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
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
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- DomainRequired
Trigger
Scheduled
Try It
- Domain NameRequired
- Long URLRequired
- Path
- Title
- Link Expiration Time
- Cloaking
- Link Expired URL
- Password
- Allow Duplicates
- iOS Targeting Link
- Android Targeting Link
- UTM Source
- UTM Campaign
- UTM Medium
- UTM Term
- UTM Content
- TTL
- Folder ID
Action
Write
- Domain IDRequired
Action
Write
- Domain IDRequired
- Link IDRequired
- Start Date
- End Date
Action
Write
- PathRequired
- Domain nameRequired
Action
Write
- Link IDRequired
- Original URL
- Path
- Title
- Link Expiration Time
- Cloaking
- Link Expired URL
- Password
- iOS Targeting Link
- Android Targeting Link
- UTM Source
- UTM Campaign
- UTM Medium
- UTM Term
- UTM Content
- TTL
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 more Help

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About Short.io

Short.io is a white label link shortener, which allows you to create short links on your own domain.

Learn more

Related categories

URL Shortener

PRODUCTS

CAPABILITIES

By team

Capsule CRM + Short.io

Create Short.io links for new or updated Capsule CRM opportunities

New or Updated Project

New or Updated Contact

ActionRequired

Create Project

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Add Tag to Entity

Entity TypeRequired

Create Contact

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Update Contact

Find Milestone

PipelineRequired

NameRequired

Find Contact

Search usingRequired

Find or Create Project

Search usingRequired

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Find or Create Contact

Search usingRequired

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

Get Link by Long URL

DomainRequired

Original URLRequired

Delete a Link

Link IDRequired

Expire a Link

Link IDRequired

Expiration Date

Click limit

Expiration URL