Capsule CRM + Wodify Core

Add or update Wodify Core. clients from new or updated Capsule CRM opportunities

Effortlessly manage your clients in both Capsule CRM and Wodify Core. with this seamless workflow. When a new or updated opportunity happens in Capsule CRM, it will automatically add or update the corresponding client in Wodify Core., ensuring your client information stays up-to-date across both platforms. Save time and stay organized, allowing you to focus on growing your business.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Add/Update Client
Adds or updates a client.
ActionWrite

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Supported triggers and actions

- 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
- Website
- Tags
Action
Write

- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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

- 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
- Website
- Tags
Action
Search or write
Client Sign In
Triggers when a client signs in to a class.
Trigger
Instant
Try It
- New, Updated or BothRequired
Trigger
Instant
Try It
- Add, Update, or BothRequired
Action
Write
- Client EmailRequired
- Tag NameRequired
Action
Write
- Tag NameRequired
- Email
- Mobile Phone
Action
Write

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- Entity TypeRequired
- Activity Type
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
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
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- Tag Added, Removed or BothRequired
Trigger
Instant
Try It
- Tag Added, Removed or BothRequired
Trigger
Instant
Try It
- New, Updated or BothRequired
Trigger
Instant
Try It
- Add, Update or BothRequired
Action
Write
- Client EmailRequired
- Tag NameRequired
Action
Write
- Tag NameRequired
- Email
- Mobile Phone
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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