Capsule CRM + Signpost

Create or update Signpost contacts from new or updated Capsule CRM contacts

Keep your Capsule CRM contacts seamlessly synced with Signpost by using this workflow. Whenever a new or updated contact is added in Capsule CRM, this automation will create or update the same contact in Signpost, ensuring your customer information is always up to date across both platforms. Say goodbye to manual data entry and save time with this efficient contact management solution.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create or Update Contact
Creates a Contact, or updates the Contact if it already exists.
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
- Instructions
- LocationRequired
- Full Name
- First Name
- Last Name
- Email Address
- Phone Number
- Lifecycle Stage
Action
Write
- Instructions
- LocationRequired
- Full Name
- First Name
- Last Name
- Email Address
- Phone Number
- IDRequired
- LabelRequired
- Workflow StageRequired
- Amount in Dollars
- Amount in Cents
- URL
- Description
- Deleted
Action
Write
- Instructions
- LocationRequired
- Full Name
- First Name
- Last Name
- Phone NumberRequired
- TimestampRequired
- Duration in Minutes
- Duration in Seconds
- TypeRequired
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
- Instructions
- LocationRequired
- Full Name
- First Name
- Last Name
- Email Address
- Phone Number
- TimestampRequired
Action
Write
- Instructions
- LocationRequired
- Full Name
- First Name
- Last Name
- Email AddressRequired
- TimestampRequired
- Subject
- TypeRequired
Action
Write
- Instructions
- LocationRequired
- Full Name
- First Name
- Last Name
- Email Address
- Phone Number
- IDRequired
- LabelRequired
- Start TimestampRequired
- End TimestampRequired
- Workflow StageRequired
- Amount in Dollars
- Amount in Cents
- URL
- Description
- Deleted
Action
Write
- Instructions
- LocationRequired
- Full Name
- First Name
- Last Name
- Email Address
- Phone Number
- Amount in Dollars
- Amount in Cents
- TimestampRequired
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