Capsule CRM + Coupon Carrier

Generate redeem links in Coupon Carrier for new or updated contacts in Capsule CRM

Effortlessly manage your Capsule CRM contacts and reward them with redeemable coupons using this convenient workflow. When a new or updated contact occurs in Capsule CRM, this automation generates a unique redeem link through the Coupon Carrier app. This process ensures a seamless experience, maintaining engagement and enhancing customer loyalty simultaneously.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create a Redeem Link
Creates a unique link to a landing page where the user can see their unique code.
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
- 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
- Code List
Trigger
Polling
Try It
- Code ListRequired
Action
Write
- CodeRequired
- Code ListRequired
- Allow Multiple Usages
- Should this step be considered a "success" even if the code was not found in the specified code list?
Action
Write
- Email AddressRequired
- ConfigurationRequired
- Merge fields
- Should this step be considered a "success" even if the recipient has already received a code?
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
- Code List
Trigger
Polling
Try It
- Type of identifierRequired
- Code ListRequired
- Allow Multiple Codes
- Generate a QR/Barcode Image
Action
Write
- Email Address or Unique IdentifierRequired
- ConfigurationRequired
- Immediately assign a code?
Action
Write
- ConfigurationRequired
- Do you want to activate or pause the configuration?Required
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.

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