Capsule CRM + TextSanity

Initiate TextSanity keywords for new or updated Capsule CRM opportunities

Stay on top of every business opportunity with this efficient workflow between Capsule CRM and TextSanity. When a new or updated opportunity arises in Capsule CRM, it will trigger the initiation of a keyword conversation in TextSanity, ensuring that you never miss crucial communication. Boost your engagement and streamline your sales process 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!
Initiate Keyword
Initiates a specific keyword campaign that is already defined in your TextSanity account.
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
- Filter Contacts By Tags
Trigger
Polling
Try It
- PhoneRequired
- KeywordRequired
Action
Write
- Phone NumberRequired
- Message To SendRequired
- Date To Send MessageRequired
- Time To Send MessageRequired
- Combined Name
- FIrst Name
- Last Name
- Email
- Birthday
- Notes
- Tags
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
- KeywordRequired
Trigger
Polling
Try It
- Phone Number
- Combined Name
- First Name
- Last Name
- Email
- Birthday
- Notes
- Tags
Action
Write
- Phone NumberRequired
- Message To SendRequired
- Combined Name
- First Name
- Last Name
- Email
- Birthday
- Notes
- Tags
Action
Write
- Phone NumberRequired
- Opt-in Message
- Combined Name
- FIrst Name
- Last Name
- Email
- Birthday
- Notes
- Tags
- Drip Campaigns
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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