Capsule CRM + Zoho Mail

Create Zoho Mail drafts for new or updated Capsule CRM contacts

Stay on top of your Capsule CRM contacts and streamline your email management with this efficient workflow. Whenever a new or updated contact is added to your Capsule CRM, a draft email will be created in Zoho Mail, ready to be personalized and sent. This automation saves you time and ensures you keep your communication up-to-date with your Capsule CRM contacts.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create Draft
Create (but do not send) a new email message.
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
- Group Result
- Account Details
- Search ValueRequired
Trigger
Polling
Try It
- Account Details
- ToRequired
- Cc
- BCC
- FromRequired
- SubjectRequired
- Body Type
- BodyRequired
Action
Write
- Account Details
- Tag NameRequired
- Tag Color
Action
Write
- ToRequired
- Cc
- BCC
- FromRequired
- SubjectRequired
- Body Type
- BodyRequired
- Attachments
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
- Folder Name
- Group Result
- Account Details
Trigger
Polling
Try It
- Tag NameRequired
- Group Result
- Account Details
Trigger
Polling
Try It
- Account Details
- Folder NameRequired
- Parent Folder
Action
Write
- Task TitleRequired
- Task Description
- Due Date
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
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

Related categories

CRM (Customer Relationship Management)

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About Zoho Mail

Zoho Mail is a collaborative business communication platform for the modern workforce. It is a blend of classic email and the modern collaboration tools using comments, likes and sharing.

Learn more