Capsule CRM + Roezan SMS

Subscribe contacts to list in Roezan SMS when new or updated opportunities arise in Capsule CRM

Stay on top of your Capsule CRM opportunities by subscribing contacts to a list in the Roezan SMS app whenever there's a new or updated opportunity. This streamlined workflow helps you keep your contacts informed and engaged with relevant updates and offers, ensuring that opportunities are efficiently managed and communication remains consistent.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Subscribe Contact to List
Subscribes a given Contact to a List in the RoeZan CRM
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
- From List
Trigger
Instant
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- Contact Phone NumberRequired
- Contact First Name
- Contact Last Name
- Contact Email
- Subscribed Lists
- Tags
Action
Write
- Contact Phone NumberRequired
Action
Write
- Phone NumberRequired
- MessageRequired
- First Name
- Last Name
- Email Address
- Media URL
Action
Write
- Phone NumberRequired
- ListRequired
Action
Write

- ActionRequired
Trigger
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
Contact Opted Out
Triggers when a Contact in Roezan opts out from messaging
Trigger
Instant
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- Contact PhoneRequired
- TagRequired
- First Name
- Last Name
- Email
Action
Write
- Contact Phone NumberRequired
- Country Dialing Code
- Contact Email Address
Action
Write
- Phone NumberRequired
- TagRequired
Action
Write
- Contact Phone NumberRequired
- List IDRequired
- Contact First Name
- Contact Last Name
- Contact Email
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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