Capsule CRM + Simplero

Create Simplero purchases for new or updated Capsule CRM opportunities

Keep your sales and purchases organized with this seamless workflow between Capsule CRM and Simplero. Whenever there's a new or updated opportunity in Capsule CRM, this integration will create a purchase in Simplero, ensuring accurate records and saving you time on manual data entry. Streamline your processes and enhance your customer management experience with this efficient automation.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Add Purchase
Will be fired whenever a new purchase is made in Simplero.
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
New Purchase
Will be fired whenever a new purchase is made in Simplero.
Trigger
Instant
Try It
- Which TagRequired
Trigger
Instant
Try It
- Which ListRequired
Trigger
Instant
Try It
- EmailRequired
- Point typeRequired
- AmountRequired
- Note
Action
Write
- ProductRequired
- First Name(s)Required
- Last NameRequired
- EmailRequired
Action
Write
- AutomationRequired
- Contact
- Contact Email
Action
Write
- Simplero ListRequired
- CustomerRequired
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
Delete Purchase
Fired when a purchase expires, is canceled, or is refunded.
Trigger
Instant
Try It
- Which ListRequired
Trigger
Instant
Try It
- Which TagRequired
Trigger
Instant
Try It
- TagRequired
- EmailRequired
Action
Write
- EmailRequired
- Name
- Override Existing Value?
- Note
- Affiliate ref
Action
Write
- TagRequired
- EmailRequired
Action
Write
- List NameRequired
- Contact NameRequired
- Email AddressRequired
- IP Address
- Tags
- Track
- Affiliate ID or Ref
- Auto Responses Start At
- GDPR Consent
- UTM Campaign
- UTM Content
- UTM Medium
- UTM Source
- UTM Term
- UTM Adgroup
- UTM Keyword
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)

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About Simplero

Integrated software for info marketing and online courses. Email marketing, billing, membership sites, and content delivery, all in one easy-to-use and affordable package. With the best support in the business.

Learn more

Related categories

Online Courses

Related Zap Templates

Create or update Simplero contacts from new or updated contacts in Capsule CRM

Create new Capsule CRM contacts from new Simplero subscriptions

Capsule CRM + Simplero

Create Simplero purchases for new or updated Capsule CRM opportunities

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 Purchase

Tag Removed From Contact

Delete Subscription

Issue Points for a Contact

Add Purchase

Start an Automation for Existing Customer

Remove Subscription From a List

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

Delete Purchase

New Subscription

Tag Added to Contact

Tag Existing Contact

Create or Update Contact

Remove Tag From Contact

Subscribe to a List

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Interfaces

About Simplero

Related categories

Related Zap Templates

Related Zap Templates