Capsule CRM + Zenvia Conversion

Send messages in Zenvia Conversion for new or updated opportunities in Capsule CRM

Keep your sales team informed and efficient with this automation. Whenever there's a new or updated opportunity in Capsule CRM, this workflow sends a message through the Zenvia Conversation app using a predefined template. It ensures that your team stays updated and can follow up on opportunities promptly, streamlining your sales process.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
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Send Message Template
Sends a Message Template from any communication channel listed
ActionWrite

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Supported triggers and actions

What does this mean?

- 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
- 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
Successful Call
Triggers when a call to a prospect is successful.
Trigger
Instant
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- The app to listen events fromRequired
Trigger
Instant
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Prospect Created
Triggers when a new prospect is created. Leads that are merged into existing prospects won’t trigger this.
Trigger
Instant
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Sale Loaded (Accepted Quote)
Triggers when a quote sale is loaded.
Trigger
Instant
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New Note
Triggers when a Note is left on a prospect.
Trigger
Instant
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WhatsApp Message Received
Triggers when the business receives a WhatsApp message.
Trigger
Instant
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Close Contact
Closes a contact with the defined close reason. It is very important to configure the zapier integration in Sirena to act as a user.
Action
Write
- ProspectRequired
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
Prospect Archived
Triggers when a prospect is archived.
Trigger
Instant
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Unsuccessful Call
Triggers when a call to a prospect is unsuccessful.
Trigger
Instant
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- Fields
Trigger
Instant
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Reminder Set
Triggers when a prospect reminder is set.
Trigger
Instant
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Visit Logged
Triggers when a prospect visit is logged.
Trigger
Instant
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Prospect Transferred
Triggers when a prospect is transferred to an agent or group.
Trigger
Instant
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WhatsApp Message Sent
Triggers when the business sends a WhatsApp message.
Trigger
Instant
Try It
- First NameRequired
- Last Name
- Phones
- Emails
- Category
- Address
- Sub Locality
- Locality
- Region
- Country
- Zip Code
- Source
- Campaign
- Medium
- Provider
- Listing Url
- Comments
- Store
- Provider Lead Id
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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CRM (Customer Relationship Management)

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About Zenvia Conversion

Zenvia Conversion helps you respond to WhatsApp, Instagram and Facebook Messenger through a centralized account and transform your sales processes in the messaging era.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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CAPABILITIES

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Capsule CRM + Zenvia Conversion

Send messages in Zenvia Conversion for new or updated opportunities in Capsule CRM

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

Successful Call

Custom Event Raised

The app to listen events fromRequired

Prospect Created

Sale Loaded (Accepted Quote)

New Note

WhatsApp Message Received

Close Contact

Send Message Template

ProspectRequired