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 Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Post Thread
Post a thread to a channel you choose.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

- 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
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
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
- TeamRequired
- ConversationRequired
Trigger
Instant
Try It
- TeamRequired
- ChannelRequired
- ThreadRequired
- Comment TextRequired
- Post as Zapier
Action
Write
- TeamRequired
- ChannelRequired
- Thread TitleRequired
- Thread Content
- Post as Zapier
Action
Write
- IdRequired
Action
Search
- IdRequired
Action
Search

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- Entity TypeRequired
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
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
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- TeamRequired
- ChannelRequired
- ThreadRequired
Trigger
Instant
Try It
- TeamRequired
- ChannelRequired
Trigger
Instant
Try It
- TeamRequired
- ConversationRequired
- ContentRequired
Action
Write
- IdRequired
Action
Search
- TeamRequired
- Search QueryRequired
Action
Search
- IdRequired
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 more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Highrise

CRM (Customer Relationship Management)

Streak

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

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.

Learn more Help

Related categories

Team Chat

Similar apps

Slack

Team Chat

Fleep

Team Chat

Flock

Team Chat

PRODUCTS

CAPABILITIES

By team

Capsule CRM + Twist

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

New or Updated Project

New or Updated Contact

ActionRequired

Create Project

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Add Tag to Entity

Entity TypeRequired

Create Contact

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Update Contact

Find Milestone

PipelineRequired

NameRequired

Find Contact

Search usingRequired

Find or Create Project

Search usingRequired

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Find or Create Contact

Search usingRequired

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

New Message Posted in Conversation

TeamRequired

ConversationRequired

Post Comment

TeamRequired

ChannelRequired

ThreadRequired

Comment TextRequired

Post as Zapier

Post Thread