Capsule CRM + TextP2P

Create TextP2P contacts from new or updated Capsule CRM opportunities

Stay connected with your potential clients by automating the process of adding new or updated opportunities from Capsule CRM to TextP2P as contacts. This simple yet effective workflow ensures that you never miss a chance to engage with your prospects, making it easier to maintain strong relationships and drive successful outcomes.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Contact
Creates a Contact associated to a list within TextP2P
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
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- 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
- List NameRequired
Trigger
Polling
Try It
- ListRequired
- PhoneRequired
- Email
- First Name
- Last Name
- Address
- Address 2
- City
- State
- Zip
- Country
- Custom Field #1
- Custom Field #2
- Custom Field #3
- tag(s)
Action
Write
- External Calendar IDRequired
Action
Write
- PHONERequired
- AUDIO FILERequired
- CALLER ID
- SCHEDULED DATE
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
Get Unsubscribers
Triggers when a contact opts-out of receiving texts by replying STOP.
Trigger
Polling
Try It
- ListRequired
- PhoneRequired
Action
Write
- External Calendar IDRequired
- TitleRequired
- Location
- Description
- Event StartRequired
- Event EndRequired
- Attendee Emails
- Creator's Email
Action
Write
- ListRequired
- PhoneRequired
Action
Write
- PHONERequired
- Text MessageRequired
- MMS Media URL
- Scheduled Date & Time
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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