Capsule CRM + Vision6

Update Vision6 contacts when Capsule CRM contacts are new or updated

Easily keep your Capsule CRM and Vision6 contacts up to date with this automation. Whenever a contact is added or updated in Capsule CRM, the corresponding contact details will be updated in Vision6 as well. This workflow saves you time and ensures consistent information across platforms, allowing you to focus on maintaining strong customer relationships.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Update a Contact
Into a List you choose.
ActionWrite

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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
- List IdRequired
Trigger
Instant
Try It
- List IdRequired
Trigger
Instant
Try It
- List IdRequired
Trigger
Instant
Try It
- ListRequired
- GDPR Consent Type
- GDPR Consent Text
- Approved Preferences
- Declined Preferences
Action
Write
- ListRequired
- Field to Match Contacts OnRequired
- Add the Contact if Not FoundRequired
- Trigger a Profile UpdateRequired
Action
Write
- ListRequired
- Field to Match Contacts OnRequired
Action
Write

- 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
- List IdRequired
Trigger
Instant
Try It
- List IdRequired
Trigger
Instant
Try It
- List IdRequired
Trigger
Instant
Try It
- ListRequired
Action
Write
- ListRequired
- Field to Match Contacts OnRequired
Action
Write
- ListRequired
- Field to Match Contacts OnRequired
Action
Write
- ListRequired
- Field to Match Contacts OnRequired
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.

Learn more Help

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About Vision6

Grow your business with powerful email and SMS marketing by using Vision6. Trusted by thousands of small to large businesses, agencies, government and financial institutions, and nonprofit organizations.

Learn more Help

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Marketing

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PRODUCTS

CAPABILITIES

By team

Capsule CRM + Vision6

Update Vision6 contacts when Capsule CRM contacts are new or updated

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

Contact Was Deactivated

List IdRequired

Contact Was Unsubscribed

List IdRequired

Contact Was Updated

List IdRequired

Subscribe a Contact

ListRequired

GDPR Consent Type

GDPR Consent Text