Capsule CRM + Thankster

Capsule CRM + Thankster integrations

Send Thankster cards for new or updated Capsule CRM contacts

Stay connected with your Capsule CRM contacts by sending personalized cards through Thankster. With this automation, whenever a new or updated contact is added in Capsule CRM, a card will be sent from Thankster to show appreciation or celebrate their milestones. Save time and maintain strong relationships with your clients by simplifying the card-sending process.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Send CardsAutomatically send handwritten cards.
ActionWrite

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More things you can do with Capsule CRM and Thankster

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

- 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
- Select a Thankster Template
  Required
- Sender Firstname
  Required
- Sender Lastname
- Sender Company Name
- Sender Address1
  Required
- Sender Address2
- Sender City
  Required
- Sender State
- Sender Zip
  Required
- Sender Country
- Receiver Firstname
  Required
- Receiver Lastname
- Receiver Company
- Receiver Address1
  Required
- Receiver Address2
- Receiver City
  Required
- Receiver State
- Receiver Zip
  Required
- Receiver Country
- Text One
- Text Two
- Text Three
- Text Four
- Image One (URL)
- Image Two (URL)
- Image Three (URL)
- Image Four (URL)
- Sender Image
- Recipient Image
Action
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
Get Address Book
Triggers when a new address is created.
Trigger
Polling
Try It

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.

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About Thankster

Creates and mails cards and notes with authentic handwriting, requiring only address information and message text. Great for CRM, marketing automation, lead gen, and more.

HelpHelp

Related categories

Customer Appreciation

Related Zap Templates

Send cards in Thankster for new or updated opportunities in Capsule CRM

Related Zap Templates

Send cards in Thankster for new or updated opportunities in Capsule CRM