Capsule CRM + Stannp

Capsule CRM + Stannp integrations

Create letters in Stannp for new or updated opportunities in Capsule CRM

Effortlessly maintain customer engagement with this Capsule CRM and Stannp workflow. Whenever a new or updated opportunity arises in Capsule CRM, a personalized letter is created in Stannp to strengthen your client relationship. Enhance your communication strategy and keep your prospects informed with this seamless automation.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create LetterCreates a letter which is then printed and dispatched.
ActionWrite

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More things you can do with Capsule CRM and Stannp

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

- 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
- Group Name
  Required
Action
Write
- Test
  Required
- Recipient Address 1
  Required
- Recipient Address 2
- Recipient Town
- Recipient County / State
- Recipient Postal Code
  Required
- Recipient Country Code
- Postcard Size
- Front
- Template
- Back Message
- Signature
- Addons
- Recipient Title
- Recipient First Name
- Recipient Lastname / Fullname
- Recipient Company
- Recipient Job Title
- Idempotency Key
- Tags
Action
Write
- Start date
  Required
- End date
  Required
- Filter by Status
- Filter by Tags
Action
Write
- Recipient Address 1
  Required
- Recipient Address 2
- Recipient Town
  Required
- Recipient County / State
  Required
- Recipient Postal Code / Zip code
  Required
- Recipient Country Code
  Required
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
- Group
  Required
- What Do We Do With Duplicates
  Required
- How should we match duplicates
  Required
- Address Line 1
  Required
- Postal Code
  Required
- Title
- First Name
- Last Name or Full Name
- Job Title
- Company
- Address Line 2
- Address Line 3
- Town or City
- County or State
- Country Code
- Idempotency Key
Action
Write
- Test
  Required
- Recipient Address 1
  Required
- Recipient Address 2
- Recipient Town
- Recipient County / State
- Recipient Postal Code
  Required
- Recipient Country Code
- Recipient Title
- Recipient Firstname
- Recipient Lastname / Fullname
- Recipient Job Title
- Recipient Company
- File
- Template
- Pages
- Duplex
- Transactional
- Addons
- Size
- Idempotency Key
- Tags
Action
Write
- Test
  Required
- Recipient ID
- Size
- Front
- Template
- Addons
- Tags
Action
Write
- Start date
  Required
- End date
  Required
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 Stannp

Stannp is a service for posting real, physical direct mail such as postcards or letters to recipients' mail boxes, anywhere in the world.

Learn moreLearn moreHelpHelp

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Marketing Automation

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Related Zap Templates

Create Stannp letters for new or updated Capsule CRM contacts

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Create Stannp letters for new or updated Capsule CRM contacts