Capsule CRM + NPS.Today

Send surveys to new or updated Capsule CRM contacts with NPS.Today

Keep track of your customers' satisfaction effortlessly with this automation. Whenever a new or updated contact is added in Capsule CRM, this workflow will send them a survey using NPS.Today. This way, you can collect valuable feedback from your contacts without lifting a finger and gain insights into their experience with your business.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Send Survey
Adds a respondent to the given campaign and sends a survey
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
- ActionRequired
- Campaign
Trigger
Instant
Try It
- CampaignRequired
- Email AddressRequired
- First NameRequired
- Last Name
- Phone Number
- External Id
- Company Name
- Company Country
- Company Segment
- Company Account No
- Employee First Name
- Employee Last Name
- Employee Email Address
- Employee External Id
- Employee Title
- Employee Department
- Send Email At
- Custom Data
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
- Action
Trigger
Instant
Try It
- EmailRequired
- First NameRequired
- Last NameRequired
- Title
- Department
- Team
- Division
- Phone Number
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.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

About NPS.Today

Turn on your customer experience radar and keep it turned on. Make your loyalty program simple and effective with NPS. Get real-time customer feedback for improved customer interaction and customer experience transformation.

Related categories

Customer Appreciation

Capsule CRM + NPS.Today

Send surveys to new or updated Capsule CRM contacts with NPS.Today

Supported triggers and actions

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 Response

Send Survey

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

New Campaign

Add Employee

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Interfaces

About NPS.Today

Related categories