Capsule CRM + Wati

Capsule CRM + Wati integrations

Create Wati contacts for new or updated Capsule CRM opportunities

Stay on top of your Capsule CRM opportunities by effortlessly adding contacts to Wati. This workflow is activated when there's a new or updated opportunity in Capsule CRM, and then instantly creates a contact in the Wati app. Save time and streamline your sales process by automating the addition of relevant contacts from CRM opportunities into your WhatsApp Business API tool.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Add a ContactAdd a new contact on WATI
ActionWrite

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More things you can do with Capsule CRM and Wati

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

- 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
New Incoming Message
When there is any incoming message on your number
Trigger
Instant
Try It
- WhatsApp Number
  Required
- Message Text
  Required
Action
Write
- WhatsApp Number
  Required
- Custom Params
  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
New Contact Created
When a new contact is created from an incoming whatsapp message
Trigger
Instant
Try It
- WhatsApp Number
  Required
- Contact Name
  Required
- Custom Params
Action
Write
- WhatsApp Number
  Required
- Template Name
  Required
- Broadcast Name
  Required
- Custom Params
- Phone number
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 Wati

Wati is an end-to-end customer communication platform on WhatsApp with Team Inbox, No Code Chatbot Builder, Broadcasts & more.

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