Capsule CRM + SOLAPI

Send kakao messages for new or updated Capsule CRM opportunities with SOLAPI

Stay on top of your Capsule CRM opportunities and enhance communication with your team by sending Kakao messages through SOLAPI. With this workflow, whenever a new or updated opportunity arises in Capsule CRM, your team will receive a prompt message via the SOLAPI app. This saves time, ensuring that everyone is informed and able to act promptly on emerging opportunities.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
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
- Result | 메시지 결과Required
- MessageType | 특정 메시지 종류와 일치
- From | 특정 발신번호 (숫자만)
- To | 특정 수신번호 (숫자만)
- Kakao Channel ID | 특정 카카오 채널 (PFID 또는 ChannelId 입력)
- Kakao Template ID | 특정 알림톡 템플릿 (templateId 입력)
Trigger
Instant
Try It
Add Contact to Address Book
Add a new contact to your SOLAPI address book. | 솔라피 주소록에 새로운 연락처를 추가합니다.
Action
Write
Send Kakao FriendTalk
Send a Kakao FriendTalk Business Message. (Kakao Channel Friends Only.) | 카카오 친구톡 메시지를 발송합니다. (카카오 채널 친구에게만 발송 가능)
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
New Group Report
After requesting to send the message, all processing of the message group is complete. | 메시지 그룹 내 모든 메시지들의 처리가 완료되었을 때 실행됩니다.
Trigger
Instant
Try It
- Commerce Hook | 커머스 자동화Required
Trigger
Instant
Try It
Send Kakao AlimTalk
Send a Kakao AlimTalk BusinessMessage. "AilmTalk Template" registration is required before sending. | 카카오 알림톡 메시지를 발송합니다. 알림톡 템플릿 사전등록이 필요합니다.
Action
Write
Send Text Message
Send a Text Message (SMS / LMS / with Image) | 일반 문자메시지를 발송합니다. (단문, 장문, 이미지 포함)
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 SOLAPI

SOLAPI app for sending text messages with KakaoTalk.

Learn more

Related categories

Phone & SMS

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Capsule CRM + SOLAPI

Send kakao messages for new or updated Capsule CRM opportunities with SOLAPI

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

New Message Report

Result | 메시지 결과Required

MessageType | 특정 메시지 종류와 일치

From | 특정 발신번호 (숫자만)

To | 특정 수신번호 (숫자만)

Kakao Channel ID | 특정 카카오 채널 (PFID 또는 ChannelId 입력)

Kakao Template ID | 특정 알림톡 템플릿 (templateId 입력)

Add Contact to Address Book

Send Kakao FriendTalk

New or Updated Opportunity