Capsule CRM + Stannp

Create letters in Stannp for new or updated opportunities in Capsule CRM

Effortlessly maintain customer engagement with this Capsule CRM and Stannp workflow. Whenever a new or updated opportunity arises in Capsule CRM, a personalized letter is created in Stannp to strengthen your client relationship. Enhance your communication strategy and keep your prospects informed with this seamless automation.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Letter
Creates a letter which is then printed and dispatched.
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
- Group NameRequired
Action
Write
- TestRequired
- Recipient Address 1Required
- Recipient Address 2
- Recipient Town
- Recipient County / State
- Recipient Postal CodeRequired
- Recipient Country Code
- Postcard Size
- Front
- Template
- Back Message
- Signature
- Addons
- Recipient Title
- Recipient First Name
- Recipient Lastname / Fullname
- Recipient Company
- Recipient Job Title
- Idempotency Key
- Tags
Action
Write
- Start dateRequired
- End dateRequired
- Filter by Status
- Filter by Tags
Action
Write
- Recipient Address 1Required
- Recipient Address 2
- Recipient TownRequired
- Recipient County / StateRequired
- Recipient Postal Code / Zip codeRequired
- Recipient Country CodeRequired
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
- GroupRequired
- What Do We Do With DuplicatesRequired
- How should we match duplicatesRequired
- Address Line 1Required
- Postal CodeRequired
- Title
- First Name
- Last Name or Full Name
- Job Title
- Company
- Address Line 2
- Address Line 3
- Town or City
- County or State
- Country Code
- Idempotency Key
Action
Write
- TestRequired
- Recipient Address 1Required
- Recipient Address 2
- Recipient Town
- Recipient County / State
- Recipient Postal CodeRequired
- Recipient Country Code
- Recipient Title
- Recipient Firstname
- Recipient Lastname / Fullname
- Recipient Job Title
- Recipient Company
- File
- Template
- Pages
- Duplex
- Transactional
- Addons
- Size
- Idempotency Key
- Tags
Action
Write
- TestRequired
- Recipient ID
- Size
- Front
- Template
- Addons
- Tags
Action
Write
- Start dateRequired
- End dateRequired
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