Cakemail + Capsule CRM

Manage new or updated opportunities in Capsule CRM by adding or updating contacts in Cakemail

Keep your Cakemail contacts up-to-date with this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, this automation will add or update the corresponding contact in your Cakemail account. Stay organized and ensure your marketing efforts remain targeted by maintaining an accurate contact list in Cakemail.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
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Add or Update Contact
Add contact to a list or update an existing contact in a list
ActionWrite

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Supported triggers and actions

- ActionRequired
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- ActionRequired
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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
New Contact
Triggers when a new Contact is added.
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New Email Click
Triggers when a new Email Click is tracked.
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New List
Triggers when a List is created.
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Updated Contact
Triggers when a Contact is updated.
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- EmailRequired
Action
Write
- EmailRequired
Action
Write

- ActionRequired
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- ActionRequired
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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
Unsubscribed Contact
Triggers when a Contact is unsubscribed.
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New Email Bounce
Triggers when an email bounces.
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New Email Open
Triggers when a new Email Open is tracked.
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New Suppressed Email
Triggers when a new Suppressed Email is added.
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- EmailRequired
- Send double opt-in/confirmation emailRequired
Action
Write
- Recipient EmailRequired
- SubjectRequired
- ContentRequired
- Tracking Opens
- Track clicks in HTML version
- Track clicks in text version
Action
Write
- EmailRequired
Action
Search

About Cakemail

Cakemail provides all the tools you need to deliver the emails people want. Engage your audience and grow your business with the tools and ongoing support you need to send marketing emails.

Related categories

Email Newsletters

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)

Cakemail + Capsule CRM

Manage new or updated opportunities in Capsule CRM by adding or updating contacts in Cakemail

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

New Contact

New Email Click

New List

Updated Contact

Add Suppressed Email

Unsubscribe Contact

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

Unsubscribed Contact

New Email Bounce

New Email Open

New Suppressed Email

Add or Update Contact

Send Transaction Email

Find Contact by Email

About Cakemail

Related categories

About Capsule CRM

Related categories

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