Bloom Growth + Capsule CRM

Update Bloom Growth metrics for new or updated opportunities in Capsule CRM

Keep your Bloom Growth metrics up-to-date with the latest Capsule CRM opportunities using this automation. Whenever there's a new or updated opportunity in Capsule CRM, this workflow will update the corresponding metric in Bloom Growth, ensuring your data stays current and accurate without any manual effort. Save time and maintain an organized growth strategy with this seamless integration.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Update Metric
Triggers when a Metric is updated
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
- Tags
Action
Write

- Api Docs Info
- 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
- Tags
Action
Search or write
- (Optional) Filter on Owner
- (Optional) Filter on Meeting
Trigger
Instant
Try It
- ProcessRequired
- StepRequired
- (Optional) Filter on User
Trigger
Instant
Try It
- Which measurable?
Trigger
Instant
Try It
- For MeetingRequired
- Headline TitleRequired
- Headline Notes
- Owner
Action
Write
- For MeetingRequired
- To-do TitleRequired
- To-do Notes
- For User
- To-do Due Date
Action
Write
Get Current Week
Gets the current week number
Action
Write
- MeasurableRequired
- ValueRequired
- Day Offset
Action
Write
- RockRequired
- Rock Title
- Rock Owner
- Status
Action
Write
- To-doRequired
- To-do Title
- To-do Due Date
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
- (Optional) Filter on Owner
- (Optional) Filter on Meeting
Trigger
Instant
Try It
- (Optional) Filter on Owner
- (Optional) Filter on Meeting
Trigger
Instant
Try It
- Fire WhenRequired
- (Optional) Filter on User
- (Optional) Filter on Meeting
- (Optional) Filter on a particular To-Do
Trigger
Instant
Try It
- (Optional) Filter on User
- (Optional) Filter on Meeting
- (Optional) Filter on a particular To-Do
Trigger
Instant
Try It
- For MeetingRequired
- Issue TitleRequired
- Issue Notes
- For User
Action
Write
- To-do TitleRequired
- To-do Notes
- To-do Due Date
Action
Write
- ProcessRequired
Action
Write
- MeasurableRequired
- Measurable Title
- Goal Direction
- Goal
- Alternate Goal
- Units
Action
Write
- MeasurableRequired
- Week NumberRequired
- ValueRequired
Action
Write
- To-doRequired
- Is CompleteRequired
Action
Write

About Bloom Growth

Increase productivity and collaboration with prebuilt— and customizable— Weekly Meeting agenda, with easy access to transformational tools for your business plan, quarterly goals and org chart.

Learn more

Related categories

Productivity

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