Capsule CRM + Thinkific

Create new Capsule CRM contacts from new Thinkific users

Easily manage your new Thinkific users by creating corresponding contacts in Capsule CRM. This workflow initiates when a new user signs up on Thinkific, resulting in a newly created contact in Capsule CRM. Streamline your customer management process and keep your CRM updated with this automation. Enjoy a seamless, efficient link between your online course platform and your CRM.

When this happens...
New User
Triggers when a new user is created.
TriggerInstant
automatically do this!
Create Contact
Creates a new Person or Organisation.
ActionWrite

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Supported triggers and actions

- Course Name
Trigger
Instant
Try It
- 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 NameRequired
- Last NameRequired
- EmailRequired
- Expiry Date
- Password
- Company
Action
Write

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ActionRequired
Trigger
Instant
Try It

- 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

- CourseRequired
- Lesson
Trigger
Instant
Try It
- Course Name
Trigger
Instant
Try It
- Product Name
Trigger
Instant
Try It
- Product Name
Trigger
Instant
Try It
- ProductsRequired
- EmailRequired
- Unenrollment Date
Action
Write
- Email
- Id
Action
Search
- 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

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 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!

Learn more

Related categories

Online Courses

Related Zap Templates

Create tasks in Capsule CRM for new full enrollments in Thinkific

Create tasks in Capsule CRM when subscriptions are cancelled in Thinkific

Capsule CRM + Thinkific

Create new Capsule CRM contacts from new Thinkific users

Course Completed

New Free Preview Enrollment

New Lead

New User

Enroll User

API Request (Beta)

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

Lesson Completed

New Full Enrollment

New Order

Subscription Cancelled

Unenroll User

Search Users

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

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Interfaces

About Thinkific

Related categories

Related Zap Templates

Related Zap Templates