Capsule CRM + VBOUT

Track Capsule CRM's new or updated opportunities by adding custom events to VBOUT contacts

Keep your sales and marketing efforts in sync by instantly updating VBOUT with new or updated opportunities from Capsule CRM. This automation will create a custom event for a contact in VBOUT whenever there's a change in opportunity details in Capsule CRM. Stay informed about the health of your sales pipeline and streamline communication between your teams for improved efficiency and collaboration.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Add Custom Event to a Contact
Adds custom event to a specific contact.
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
- Campaign TypeRequired
Trigger
Polling
Try It
- Choose Which ListRequired
- Choose Which PropertyRequired
Trigger
Polling
Try It
- Choose a ListRequired
- Email AddressRequired
- IP Address
- StatusRequired
Action
Write
- Email AddressRequired
- Tag NameRequired
Action
Write
- Campaign RecipientsRequired
- Campaign NameRequired
- BodyRequired
- From EmailRequired
- From NameRequired
- Reply ToRequired
- Campaign TypeRequired
- Campaign SubjectRequired
Action
Write
- Email AddressRequired
- Tag NameRequired
Action
Write
- Contact EmailRequired
- ListRequired
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
- Choose Which ListRequired
- Choose Which PropertyRequired
Trigger
Polling
Try It
- ListRequired
Trigger
Polling
Try It
- Social ChannelRequired
Trigger
Polling
Try It
- Choose a ListRequired
- StatusRequired
- Email Address
Action
Write
- Contact EmailRequired
- DescriptionRequired
- DateRequired
Action
Write
- List NameRequired
Action
Write
- MessageRequired
- Social Media ChannelRequired
- Social Media AccountRequired
Action
Write
- Contact EmailRequired
- ListRequired
- New Status
- Update Field ID
- Update Field Value
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