Capsule CRM + TalentLMS

Create TalentLMS users from new or updated Capsule CRM contacts

Effortlessly keep your Capsule CRM contacts in sync with your TalentLMS users using this seamless automation. Whenever a new or updated contact is detected in Capsule CRM, a new user will be created in TalentLMS, ensuring your training materials and resources are easily accessible to everyone in your network. This user-friendly workflow saves you time and ensures efficient contact management across both platforms.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
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
Try It
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