Capsule CRM + Short.io

Capsule CRM + Short.io integrations

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 OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create a Short LinkCreates new link on your own domain.
ActionWrite

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More things you can do with Capsule CRM and Short.io

Discover other triggers and actions you can use with Capsule CRM and Short.io

- 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
- Domain
  Required
- Original URL
  Required
Action
Write
- Link ID
  Required
Action
Write
- Link ID
  Required
- Expiration Date
- Click limit
- Expiration URL
Action
Write
- Link ID
  Required
- Start Date
  Required
- End Date
  Required
Action
Write
- Path
  Required
- Domain name
  Required
Action
Write
- Link ID
  Required
- 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

- 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
- Domain
  Required
Trigger
Polling
Try It
- Domain Name
  Required
- Long URL
  Required
- Path
- Title
- Link Expiration Time
- Clicks Limit
- Link Expired URL
- Cloaking
- 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 ID
  Required
Action
Write
- Link ID
  Required
- Use Domain Settings
  Required
- Format
  Required
Action
Write
- Link ID
  Required
- Country
  Required
- Original URL
  Required
Action
Write
- Domain ID
  Required
- Link Limit
- Start date
- End date
- Page Token
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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About Short.io

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

Learn moreLearn moreHelpHelp

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URL Shortener

Related Zap Templates

Update Short.io links when new or updated Capsule CRM contacts are detected

Related Zap Templates

Update Short.io links when new or updated Capsule CRM contacts are detected