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Capsule CRM + Uscreen

Assign Uscreen user access for new or updated Capsule CRM contacts

Efficiently manage user access in your Uscreen account when a new or updated contact occurs in Capsule CRM. This workflow assigns user access in Uscreen for every new or modified contact in Capsule CRM, ensuring a smooth experience for your clients and effective resource management for your team. Keep contact records and user access up to date with minimal effort using this helpful integration.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Assign User AccessAssigns a bundle or subscription to a customer. Creates a new customer if one doesn't exist.
ActionWrite

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More things you can do with Capsule CRM and Uscreen

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

- Action
  Required
Trigger
Instant
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- 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
Canceled Subscription
Triggers when a subscription is canceled for a user.
Trigger
Instant
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User Updated
Triggers when a user is updated.
Trigger
Instant
Try It
- Email
  Required
- Password
  Required
- Full Name
  Required
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
Paid Order
Triggers when a payment is processed for subscriptions, bundles, or content.
Trigger
Instant
Try It
New User
Triggers when a new user is added to your storefront.
Trigger
Instant
Try It
Began to Play Video
Triggers when a user plays a video for the first time.
Trigger
Instant
Try It
- Email
  Required
- Password
- Full Name
- Subscription/Bundle
  Required
- Stripe Charge ID
- Payment Due Date
- Charge subscriptions outside of uscreen
Action
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 Uscreen

Uscreen is a fully hosted video platform enabling you to sell and distribute your videos online.

HelpHelp

Related categories

Video & Audio