Capsule CRM + TalentLMS

Create new TalentLMS users from new or updated opportunities in Capsule CRM

Stay on top of your Capsule CRM opportunities and efficiently manage your TalentLMS users with this seamless workflow. Whenever a new or updated opportunity is created in Capsule CRM, a new user is added to your TalentLMS platform. Keep your sales process and learning management system in sync while saving time and ensuring a streamlined experience for your team members.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
New User
Create a new TalentLMS user.
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
New Category
Triggers when a new category is created.
Trigger
Scheduled
Try It
Custom Fields
Triggers when a new custom field is created.
Trigger
Scheduled
Try It
- Event TypeRequired
Trigger
Scheduled
Try It
- Creator Id
- Category Id
- Description
- Code
- Price
- Time Limit
- Course NameRequired
Action
Write
- Group
- Branch
- First NameRequired
- Last NameRequired
- EmailRequired
- LoginRequired
- PasswordRequired
Action
Write
- Course Name
- Course
- User Email
- Role
- User Id
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- EmailRequired
- User ID
- Username
- Group
- Branch
- First NameRequired
- Last NameRequired
- LoginRequired
- PasswordRequired
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
New Branch
Triggers when a new branch is added.
Trigger
Scheduled
Try It
New Course
Triggers when a new course is added.
Trigger
Scheduled
Try It
New Group
Triggers when a new group is added.
Trigger
Scheduled
Try It
New User
Triggers when a new user is added.
Trigger
Scheduled
Try It
- User IdRequired
- GroupRequired
Action
Write
- UserRequired
- BranchRequired
Action
Write
- User IdRequired
- GroupRequired
Action
Write
- Email Address
- User ID
- Username
Action
Search

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 TalentLMS

A super-easy, cloud-based learning platform that helps growing organizations build courses to train their people and customers

Learn more Help

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Online Courses

PRODUCTS

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Capsule CRM + TalentLMS

Create new TalentLMS users from new or updated opportunities in Capsule CRM

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 Category

Custom Fields

New Event

Event TypeRequired

New Course

Creator Id

Category Id

Description

Code

Price