Capsule CRM + Textmagic

Send messages in TextMagic SMS for new or updated contacts in Capsule CRM

Stay connected with your clients effortlessly using this Capsule CRM and TextMagic SMS workflow. Whenever a new or updated contact is added in Capsule CRM, a personalized SMS message will be sent through TextMagic. Save time from manually sending messages and improve your customer engagement with this seamless automation.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Send SMS
Sends a new message.
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
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- 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
- 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 Missed Call
Triggers when you miss an incoming call to your TextMagic number.
Trigger
Instant
Try It
New Unsubscriber
Triggers when someone unsubscribes from your communication.
Trigger
Instant
Try It
- ListRequired
- ContactRequired
Action
Write
- ContactRequired
- TagsRequired
Action
Write
- ContactRequired
- AssigneeRequired
Action
Write
- Sender IdRequired
- SubjectRequired
- MessageRequired
- Contacts
- Lists
- Emails
- From name
- Reply to email
Action
Write
- ListRequired
- ContactRequired
Action
Write
- PhoneRequired
- Country
Action
Write
- TextRequired
- Phones
- Contacts
- Lists
- From
- Maximum SMS Parts Count
- Reference ID
- Phone Numbers Format
- Phone Numbers Country
- Schedule Message
- Timezone
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- List Name
- Include Shared Lists?
Action
Search
- List Name
- Include Shared Lists?
- Name
- Shared
Action
Search or write

- ActionRequired
Trigger
Instant
Try It
- 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 Incoming Call
Triggers when someone calls your TextMagic number.
Trigger
Instant
Try It
New Incoming Message
Triggers when a new incoming message is received.
Trigger
Instant
Try It
- PhoneRequired
- First Name
- Last Name
- Email
- Company Name
- Lists
- Phone Number Format
- Country
- Edit Existing Contact When Found
Action
Write
- Name
- Shared
Action
Write
- ChatRequired
- AssigneeRequired
Action
Write
- Task boardRequired
- TaskRequired
- AssigneeRequired
Action
Write
- Deal pipelineRequired
- DealRequired
- AssigneeRequired
Action
Write
- Dedicated NumberRequired
- Forward Calls ToRequired
Action
Write
- EmailRequired
Action
Write
- Custom FieldRequired
- ContactRequired
- Custom Field Value
Action
Write
- Contact Search Query
- Exact Match
- Include Shared Contacts?
- Phone Number Format
- Country
- Empty result when query is empty
Action
Search
- Contact Search Query
- Exact Match
- Include Shared Contacts?
- Phone Number Format
- Country
- Empty result when query is empty
- PhoneRequired
- First Name
- Last Name
- Email
- Company Name
- Lists
- Edit Existing Contact When Found
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

Related categories

CRM (Customer Relationship Management)

Similar apps

About Textmagic

Textmagic is a business messaging service for sending SMS broadcasts, email campaigns, notifications, alerts, reminders, and confirmations.

Learn more

Related categories

Communication

Related Zap Templates

Look up phone numbers in TextMagic SMS for new or updated opportunities in Capsule CRM

Send sms messages for new or updated opportunities in Capsule CRM via TextMagic SMS

Capsule CRM + Textmagic

Send messages in TextMagic SMS for new or updated contacts in Capsule CRM

New or Updated Project

New or Updated Contact

Create Project

Add Tag to Entity

Create Contact

API Request (Beta)

Update Opportunity

Find Milestone

Find Contact

Find or Create Project

Find or Create Contact

New Missed Call

New Unsubscriber

Add Contact to List

Add Tags to Contact

Assign Contact

Send Email Campaign

Remove Contact From List

Look Up Phone Number

Send SMS

API Request (Beta)

Find List

Find or Create List

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Create Opportunity

Create Task

Update Contact

Find Project

Find Opportunity

Find Stage

Find or Create Opportunity

New Incoming Call

New Incoming Message

Create Contact

Create List

Assign Chat

Assign Task

Assign Deal

Change Forwarding Number

Look Up Email

Set Custom Field Value

Find Contact

Find or Create Contact

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Interfaces

About Textmagic

Related categories

Related Zap Templates

Related Zap Templates