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

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- 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
New Category
Triggers when a new category is created.
Trigger
Polling
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Custom Fields
Triggers when a new custom field is created.
Trigger
Polling
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- Event TypeRequired
Trigger
Polling
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- 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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- 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
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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 Branch
Triggers when a new branch is added.
Trigger
Polling
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New Course
Triggers when a new course is added.
Trigger
Polling
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New Group
Triggers when a new group is added.
Trigger
Polling
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New User
Triggers when a new user is added.
Trigger
Polling
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