Capsule CRM + SimplyNoted

Capsule CRM + SimplyNoted integrations

Send custom cards in SimplyNoted for new or updated opportunities in Capsule CRM

Stay on top of your Capsule CRM opportunities and enhance customer engagement with this efficient workflow. When a new or updated opportunity arises in Capsule CRM, a custom card will be sent using SimplyNoted, providing a personalized touch to your follow-ups. Make sure no opportunity slips through the cracks while delivering a memorable experience for your prospects.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Send Custom CardSends a custom card to a new recipient.
ActionWrite

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More things you can do with Capsule CRM and SimplyNoted

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

- 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
- First Name
  Required
- Last Name
  Required
- Company
- Address
  Required
- Address 2
- City
  Required
- State/Province
  Required
- Country
- Zip
  Required
- Phone
- Custom Message
- SignOff
- Standard Handwriting Style
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
- First Name
  Required
- Last Name
  Required
- Company
- Address
  Required
- Address 2
- City
  Required
- State/Province
  Required
- Country
- Zip
  Required
- Phone
- Custom Message
- SignOff
- Standard Handwriting Style
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 SimplyNoted

Simply Noted allows you to order Handwritten Cards and have them sent to your customers.

HelpHelp

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Marketing Automation

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