Capsule CRM + Skipio

Create events in Skipio for new or updated contacts in Capsule CRM

Stay updated with your contacts and never miss an important event with this seamless workflow. When new or updated contacts are added to your Capsule CRM, an event is instantly created in your Skipio account. This automation ensures you have a smooth communication process with your contacts by keeping your events organized and up-to-date.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create Event
Creates an event.
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
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- 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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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

- 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
- GroupRequired
Trigger
Polling
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New Event
Triggers when an Event is first created in Skipio.
Trigger
Polling
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- Contact Fields Group Info
- Contact IDRequired
- Event IDRequired
Action
Write
- First NameRequired
- Mobile Phone NumberRequired
- Last Name
- Email
- Remote Source
- Remote ID
- Company Name
- Street
- City
- State
- Zip/Postal Code
- Month (1-12)
- Day (1-31)
- Send a Birthday Greeting?
Action
Write
- Contact Fields Group Info
- Contact IDRequired
- Drip Campaign IDRequired
Action
Write
- Contact SearchRequired
Action
Search
- Contact SearchRequired
- First NameRequired
- Mobile Phone NumberRequired
- Last Name
- Email
- Remote Source
- Remote ID
- Company Name
- Street
- City
- State
- Zip/Postal Code
- Month (1-12)
- Day (1-31)
- Send a Birthday Greeting?
Action
Search or write

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
Try It
- Entity TypeRequired
- Activity Type
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
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
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
New Contact
Triggers when a Contact is first created in Skipio
Trigger
Polling
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Contact Opted-Out
Triggers when the mobile number for a Contact opts out of receiving messaging.
Trigger
Instant
Try It
- Contact Fields Group Info
- Contact IDRequired
- Drip Campaign IDRequired
Action
Write
- Contact Fields Group Info
- Contact IDRequired
- Group IDRequired
Action
Write
- Event TitleRequired
- Reminder Campaign IDRequired
- Start DateRequired
- End DateRequired
- Contact Fields Group Info
- Contact ID
- Description
- Street Address
- City
- State
- Zip Code
- Host/Hostess Name
Action
Write
- Contact Fields Group Info
- Contact IDRequired
- Group IDRequired
Action
Write
- Event SearchRequired
Action
Search
- Event SearchRequired
- Event TitleRequired
- Reminder Campaign IDRequired
- Start DateRequired
- End DateRequired
- Contact Fields Group Info
- Contact ID
- Description
- Street Address
- City
- State
- Zip Code
- Host/Hostess Name
Action
Search or 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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