Bonjoro + Capsule CRM

Create tasks in Bonjoro for new or updated opportunities in Capsule CRM

Effortlessly manage your client relationships with this Capsule CRM-Bonjoro workflow. When a new or updated opportunity occurs in Capsule CRM, a task will be created in Bonjoro for personalized outreach. This automation streamlines your sales process while ensuring timely and tailored communication with your prospects.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
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Create Task
Creates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.
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
Bonjoro Bounced
Triggers when a Bonjoro email bounces. Note that if you're using a custom mail integration such as Google, bounces may not be detected.
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Instant
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Bonjoro Sent
Triggers when a Bonjoro is sent by a team member.
Trigger
Instant
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Bonjoro Dismissed
Triggers when a Bonjoro is dismissed by a team member.
Trigger
Instant
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Bonjoro Reaction
Triggers when a user reacts to a Bonjoro.
Trigger
Instant
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Bonjoro Shared
Triggers when a Bonjoro is shared on social media.
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Instant
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Workspaces
List of available Workspaces
Trigger
Polling
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- Email AddressRequired
- First Name
- Last Name
- WorkspaceRequired
- Message Template
- Reason
Action
Write

- ActionRequired
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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
Bonjoro Reassigned
Triggers when an existing Bonjoro is assigned to a different team member.
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Instant
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Bonjoro Call to Action Clicked
Triggers when a user clicks the Bonjoro call to action.
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Instant
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Bonjoro Created
Triggers when a Bonjoro is created by a team member or automation.
Trigger
Instant
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Bonjoro Email Opened
Triggers when a Bonjoro email is opened.
Trigger
Instant
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Bonjoro Reply
Triggers when a Bonjoro is replied to.
Trigger
Instant
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Bonjoro Watched
Triggers when a Bonjoro is watched.
Trigger
Instant
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Message Templates
List of available Message Templates
Trigger
Polling
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About Bonjoro

Bonjoro lets you send personalised welcome videos to your customers.

Learn more

Related categories

Customer Appreciation

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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)

Similar apps

Related Zap Templates

Create Bonjoro tasks for new or updated Capsule CRM contacts

Related Zap Templates

Create Bonjoro tasks for new or updated Capsule CRM contacts

Bonjoro + Capsule CRM

Create tasks in Bonjoro for new or updated opportunities in Capsule CRM

New or Updated Project

New or Updated Contact

Create Project

Add Tag to Entity

Create Contact

API Request (Beta)

Update Opportunity

Find Milestone

Find Contact

Find or Create Project

Find or Create Contact

Bonjoro Bounced

Bonjoro Sent

Bonjoro Dismissed

Bonjoro Reaction

Bonjoro Shared

Workspaces

Create Task

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Create Opportunity

Create Task

Update Contact

Find Project

Find Opportunity

Find Stage

Find or Create Opportunity

Bonjoro Reassigned

Bonjoro Call to Action Clicked

Bonjoro Created

Bonjoro Email Opened

Bonjoro Reply

Bonjoro Watched

Message Templates

About Bonjoro

Related categories

Similar apps

BombBomb.com

About Capsule CRM

Related categories

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Streak

Insightly

Zapier Interfaces

Related Zap Templates

Related Zap Templates