Capsule CRM + Wisernotify

Capsule CRM + Wisernotify integrations

Create conversions in Wisernotify for new or updated opportunities in Capsule CRM

Stay on top of your Capsule CRM opportunities with this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, a conversion will be created in Wisernotify to help you track your leads and boost your sales potential. Keep your marketing efforts organized and streamlined with this easy-to-use automation.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create ConversionCreate Conversion
ActionWrite

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More things you can do with Capsule CRM and Wisernotify

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

- 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
- Integration Name
  Required
- First Name
- Last Name
- Email
  Required
- UserName
- City
- State
- Country
- IP Address
- Latitude
- Longitutde
- Host Name
- Product Name
- Product URL
- Image Url
- Review Rating
- Review Text
- Page Name
- Page ID
- Created Date
- Custom Field 1
- Custom Field 2
- Custom Field 3
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
Integration List
Triggers when there's a new contact.
Trigger
Instant
Try It

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 Wisernotify

Wisernotify is a social proof & FOMO marketing app that allows you to automate visitors' actions into social proof notifications on your website that build trust and increase conversions rate.

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Related categories

Notifications