Capsule CRM + Zenler

Create Zenler users from new or updated Capsule CRM contacts

Efficiently manage your Capsule CRM contacts and Zenler users with this seamless workflow. When a new or updated contact occurs in Capsule CRM, it will create a user in Zenler, ensuring your contacts remain up-to-date across both platforms. Simplify your processes and reduce manual work by keeping your systems effortlessly synchronized.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create User
Creates a new user in your Zenler site.
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- 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
Lesson Complete
Triggers when a student completes a lesson in a course.
Trigger
Instant
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New Live Interactive Webinar Registration
Triggers when a user registers zenler live interactive webinars.
Trigger
Instant
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New User
Triggers when a new user signs up on the site.
Trigger
Instant
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- First NameRequired
- Last Name
- EmailRequired
- Role
- Tag
Action
Write
- Live ClassRequired
- Schedule
- NameRequired
- EmailRequired
- Tag
Action
Write
- Live WebinarRequired
- Schedule
- First NameRequired
- Last Name
- EmailRequired
- Address
- City
- State
- Zip Code
- Phone
- Tag
Action
Write
- CourseRequired
- NameRequired
- EmailRequired
- Tag
Action
Write

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- 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
Course Complete
Triggers when a student completes a course.
Trigger
Instant
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New Live Class Registration
Triggers when a student registers zenler live class.
Trigger
Instant
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New Sale
Triggers when a student enrolls in a course regardless of whether it's a free or a paid course.
Trigger
Instant
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New Funnel Subscription
Triggers when a user subscribes to a funnel
Trigger
Instant
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- CourseRequired
- Plan
- First NameRequired
- Last Name
- EmailRequired
- Tag
Action
Write
- Live WebinarRequired
- Schedule
- First NameRequired
- Last Name
- EmailRequired
- Address
- City
- State
- Zip Code
- Phone
- Tag
Action
Write
- FunnelRequired
- First NameRequired
- Last Name
- EmailRequired
- Address
- City
- State
- Zip Code
- Phone
- Tag
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