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Capsule CRM + Twist

Create threads in Twist for new or updated opportunities in Capsule CRM

Stay on top of your sales pipeline and keep your team informed with this Capsule CRM and Twist workflow. Whenever a new or updated opportunity arises in Capsule CRM, a thread will be posted in Twist, ensuring everyone is in the loop and able to take swift action. Enhance your team collaboration and never miss out on a potential deal again.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Post ThreadPost a thread to a channel you choose.
ActionWrite

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More things you can do with Capsule CRM and Twist

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

- 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
- Team
  Required
- Conversation
  Required
Trigger
Instant
Try It
- Team
  Required
- Channel
  Required
- Thread
  Required
- Comment Text
  Required
- Post as Zapier
Action
Write
- Team
  Required
- Channel
  Required
- Thread Title
  Required
- Thread Content
- Post as Zapier
Action
Write
- Id
  Required
Action
Search
- Id
  Required
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
- Team
  Required
- Channel
  Required
- Thread
  Required
Trigger
Instant
Try It
- Team
  Required
- Channel
  Required
Trigger
Instant
Try It
- Team
  Required
- Conversation
  Required
- Content
  Required
Action
Write
- Id
  Required
Action
Search
- Team
  Required
- Search Query
  Required
Action
Search
- Id
  Required
Action
Search

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 Twist

Twist keeps your conversations on-topic and in one place. For teams who want to make work calmer, more organized, and more productive.

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