Capsule CRM + Thinkific

Create tasks in Capsule CRM for new full enrollments in Thinkific

Manage your Thinkific enrollments and Capsule CRM tasks more efficiently. When a new full enrollment occurs in Thinkific, this workflow creates a corresponding task in Capsule CRM instantly. It streamlines your process, saving you time on updating and ensuring all tasks align with the most recent enrollments. You can focus less on data management and more on connecting with your new learners.

When this happens...
New Full EnrollmentTriggers when a user enrolls in your course.
TriggerInstant
automatically do this!
Create TaskCreates a new Task.
ActionWrite

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More things you can do with Thinkific and Capsule CRM

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

- Course Name
Trigger
Instant
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- Course Name
Trigger
Instant
Try It
New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
New User
Triggers when a new user is created.
Trigger
Instant
Try It
- Products
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Expiry Date
- Password
- Company
Action
Write

- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- 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

- Course
  Required
- Lesson
Trigger
Instant
Try It
- Course Name
Trigger
Instant
Try It
- Product Name
Trigger
Instant
Try It
- Product Name
Trigger
Instant
Try It
- Products
  Required
- Email
  Required
- Unenrollment Date
Action
Write
- Email
- Id
Action
Search
- 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

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 Thinkific

The all-in-one platform to create, market & sell your online courses. Deliver beautiful courses on your own site, with no technical or design experience required!

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Online Courses

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Create tasks in Capsule CRM when subscriptions are cancelled in Thinkific

Create tasks in Capsule CRM for new users in Thinkific