Capsule CRM + SOLAPI

Send kakao messages for new or updated Capsule CRM opportunities with SOLAPI

Stay on top of your Capsule CRM opportunities and enhance communication with your team by sending Kakao messages through SOLAPI. With this workflow, whenever a new or updated opportunity arises in Capsule CRM, your team will receive a prompt message via the SOLAPI app. This saves time, ensuring that everyone is informed and able to act promptly on emerging opportunities.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Send Kakao AlimTalk
Send a Kakao AlimTalk BusinessMessage. "AilmTalk Template" registration is required before sending. | 카카오 알림톡 메시지를 발송합니다. 알림톡 템플릿 사전등록이 필요합니다.
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
- Result | 메시지 결과Required
- MessageType | 특정 메시지 종류와 일치
- From | 특정 발신번호 (숫자만)
- To | 특정 수신번호 (숫자만)
- Kakao Channel ID | 특정 카카오 채널 ID
- Kakao Template ID | 특정 알림톡 템플릿 ID
Trigger
Instant
Try It
- Address Book Folder ID | 주소록 폴더 IDRequired
- Phone Number | 추가할 전화번호Required
- Name | 이름
Action
Write
- Recipient number | 수신번호Required
- Kakao Channel ID (PFID) | 카카오 채널 ID (PFID)Required
- Contents | 친구톡 내용Required
- Sender number | 문자 대체발송 발신번호
- Country Code | 수신자 국가코드
- AD | 광고 여부
- Image ID | 이미지 ID
- Buttons | 친구톡 버튼
Action
Write
- Request URLRequired
- HTTP Request MethodRequired
- Body Parameters (JSON Format String)
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
New Group Report
After requesting to send the message, all processing of the message group is complete. | 메시지 그룹 내 모든 메시지들의 처리가 완료되었을 때 실행됩니다.
Trigger
Instant
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- Commerce Hook | 커머스 자동화Required
Trigger
Instant
Try It
- Kakao Channel ID (PFID) | 카카오 채널 ID (PFID)Required
- Kakao Template ID | 알림톡 템플릿 IDRequired
- Recipient number | 수신번호Required
- Country code | 수신자 국가코드
- Sender number | 문자 대체발송 발신번호
Action
Write
- Recipient number | 수신번호Required
- Sender number | 발신번호Required
- Contents | 문자 내용Required
- Subject | 문자 제목 (입력 시 LMS로 발송)
- MMS Image ID | MMS 이미지 ID
- Splitting when over max contents length | 최대 길이 초과 시 나누어 보내기
- Country Code | 수신자 국가코드
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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