Capsule CRM + Lob

Send postcards via Lob for new or updated contacts in Capsule CRM

Effortlessly stay in touch with your Capsule CRM contacts by sending personalized postcards through Lob. With this workflow, each time a contact is created or updated in Capsule CRM, a postcard will be sent via Lob, making it easy to maintain valuable connections without any manual effort. Strengthen your professional relationships and impress your clients with this seamless automation.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Send Postcard
This action creates a new postcard that will be mailed to the 'to' address, and from the 'from' address. Please see our documentation (https://lob.com/docs#postcards) for details.
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
- Description
- Size
- Front File for PostcardRequired
- Back File for PostcardRequired
- To Address Name
- To Address Company
- To Address Line 1Required
- To Address Line 2
- To Address City
- To Address State
- To Address Zip
- To Address Country
- From Address Name
- From Address Company
- From Address Line 1
- From Address Line 2
- From Address City
- From Address State
- From Address Zip
- Mail Type
- Send Date
- Use TypeRequired
- Idempotency Key
- QR Code Position
- QR Code Redirect URL
- QR Code Width
- QR Code Top
- QR Code Right
- QR Code Left
- QR Code Bottom
- QR Code Pages
- QR Code Logo URL
- QR Code Background Color
- QR Code Foreground Color
Action
Write
- Recipient
- Primary LineRequired
- Secondary Line
- City
- State
- Postal Code
- CountryRequired
Action
Write
- Recipient
- Primary LineRequired
- Secondary Line
- Urbanization
- City
- State
- Zip 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
- Description
- FileRequired
- ColorRequired
- Address Placement
- Double Sided
- To Name
- To Address Company
- To Address Line 1Required
- To Address Line 2
- To Address City
- To Address State
- To Address Zip
- To Address Country
- From Address Name
- From Address Company
- From Address Line 1Required
- From Address Line 2
- From Address CityRequired
- From Address StateRequired
- From Address ZipRequired
- Mail Type
- Return Envelope
- Custom Envelope
- Perforated Page
- Extra Service
- Send Date
- Use TypeRequired
- Idempotency Key
- QR Code Position
- QR Code Redirect URL
- QR Code Width
- QR Code Top
- QR Code Right
- QR Code Left
- QR Code Bottom
- QR Code Pages
- QR Code Logo URL
- QR Code Background Color
- QR Code Foreground Color
Action
Write
- Description
- Size
- Inside File for Self-MailerRequired
- Outside File for Self-MailerRequired
- To Address Name
- To Address Company
- To Address Line 1Required
- To Address Line 2
- To Address CityRequired
- To Address StateRequired
- To Address ZipRequired
- From Address Name
- From Address Company
- From Address Line 1
- From Address Line 2
- From Address City
- From Address State
- From Address Zip
- Mail Type
- Send Date
- Use TypeRequired
- Idempotency Key
- QR Code Position
- QR Code Redirect URL
- QR Code Width
- QR Code Top
- QR Code Right
- QR Code Left
- QR Code Bottom
- QR Code Pages
- QR Code Logo URL
- QR Code Background Color
- QR Code Foreground Color
Action
Write
- Single Line US AddressRequired
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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