Capsule CRM + Textmagic

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

Stay up-to-date with your Capsule CRM opportunities and easily access necessary contact information with this efficient workflow. When a new or updated opportunity occurs in Capsule CRM, this automation retrieves the phone number tied to the opportunity using the TextMagic SMS app. With this streamlined process, you can quickly connect with leads and close deals without manually searching for their contact details.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Look Up Phone NumberRetrieves additional information about a phone number: region-specific phone number formatting, carrier, phone type (landline/mobile) and country information.
ActionWrite

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More things you can do with Capsule CRM and Textmagic

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

- 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
Contact Added to List
Triggers when contact is added to list.
Trigger
Instant
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Missed Call
Triggers when you miss an incoming call to your TextMagic number.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
New Unsubscriber
Triggers when someone unsubscribes from your communication.
Trigger
Instant
Try It
Task Updated
Triggers when task is updated.
Trigger
Instant
Try It
- Phone
  Required
- First Name
- Last Name
- Email
- Company Name
- Lists
- Phone Number Format
- Country
- Edit Existing Contact When Found
Action
Write
- Name
- Shared
Action
Write
- Chat
  Required
- Assignee
  Required
Action
Write
- Task board
  Required
- Task
  Required
- Assignee
  Required
Action
Write
- Sender Id
  Required
- Subject
  Required
- Message
  Required
- Contacts
- Lists
- Emails
- From name
- Reply to email
Action
Write
- Inbox
  Required
- Subject
  Required
- Priority
  Required
- Requester
- Requester Email
- Assignee
- Tags
Action
Write
- List
  Required
- Contact
  Required
Action
Write
- Phone
  Required
- Country
Action
Write
- Text
  Required
- Phones
- Contacts
- Lists
- From
- Maximum SMS Parts Count
- Reference ID
- Phone Numbers Format
- Phone Numbers Country
- Schedule Message
- Timezone
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- 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

- 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
Chat Updated
Triggers when chat is updated.
Trigger
Instant
Try It
New Chat
Triggers when a new chat is created.
Trigger
Instant
Try It
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
New Ticket
Triggers when a new support ticket is created.
Trigger
Instant
Try It
Tag Added to Contact
Triggers when tag is added to contact.
Trigger
Instant
Try It
Ticket Updated
Triggers when ticket is updated.
Trigger
Instant
Try It
- List
  Required
- Contact
  Required
Action
Write
- Contact
  Required
- Tags
  Required
Action
Write
- Contact
  Required
- Assignee
  Required
Action
Write
- Pipeline
  Required
- Stage
  Required
- Title
  Required
- Amount
  Required
- Description
- Assignee
- Probability
- Estimated Close Date
- Contact
Action
Write
- Board
  Required
- Stage
  Required
- Title
  Required
- Priority
  Required
- Description
- Due date
- Assignee
- Contact
Action
Write
- Deal pipeline
  Required
- Deal
  Required
- Assignee
  Required
Action
Write
- Dedicated Number
  Required
- Forward Calls To
  Required
Action
Write
- Email
  Required
Action
Write
- Custom Field
  Required
- Contact
  Required
- 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
- Phone
  Required
- 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 moreLearn moreHelpHelp

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About Textmagic

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

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

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