Capsule CRM + SpotMe

Create SpotMe users from new or updated Capsule CRM contacts

Effortlessly update your SpotMe app with new or updated contacts from Capsule CRM using this seamless workflow. Whenever there is a new or updated contact in Capsule CRM, this automation will create a user in SpotMe, ensuring your event attendees have the most up-to-date information. Now you can maintain accuracy and improve efficiency by eliminating manual data entry between the two systems.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create User
Creates a new user in a SpotMe workspace
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
- WorkspaceRequired
Trigger
Scheduled
Try It
- WorkspaceRequired
- FeedRequired
- Title
- BodyRequired
- Image URL
Action
Write
- Workspace
- Photo URL
Action
Write
- WorkspaceRequired
- IDRequired
- Title
- Starts at
- Ends at
- Description
- Session capacity
- Open for registration?
- Speakers
- Parent session
- Targets
Action
Write
- WorkspaceRequired
- ID
- Email
Action
Search
- WorkspaceRequired
- User ID
- EmailRequired
- First nameRequired
- Last NameRequired
Action
Search or 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
- WorkspaceRequired
Trigger
Scheduled
Try It
- WorkspaceRequired
- Trigger only for activated users
Trigger
Scheduled
Try It
- WorkspaceRequired
- ID
- TitleRequired
- Starts atRequired
- Ends atRequired
- Description
- Session capacity
- Open for registration?
- Speakers
- Parent session
- Targets
Action
Write
- WorkspaceRequired
- User ID
- EmailRequired
- First nameRequired
- Last NameRequired
Action
Write
- WorkspaceRequired
- IDRequired
- Email
- First name
- Last name
Action
Write
- WorkspaceRequired
- IDRequired
- TitleRequired
- Starts atRequired
- Ends atRequired
- Description
- Session capacity
- Open for registration?
- Speakers
- Parent session
- Targets
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.

Learn more Help

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CRM (Customer Relationship Management)

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About SpotMe

From live to on-demand, SpotMe makes it easy to deliver digital experiences and event apps that your audience loves.

Related categories

Event Management

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By team

Capsule CRM + SpotMe

Create SpotMe users from new or updated Capsule CRM contacts

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 Session

WorkspaceRequired

Create Feed Post

WorkspaceRequired

FeedRequired

Title

BodyRequired

Image URL

Create Speaker

Workspace