Aloware + Capsule CRM

Enroll contacts to sequence in Aloware for new or updated opportunities in Capsule CRM

Stay on top of your Capsule CRM opportunities with this seamless automation. When a new or updated opportunity arises in Capsule CRM, this workflow enrols the associated contact into a sequence in Aloware, ensuring timely follow-ups and streamlined communication. Boost your sales efforts and never miss a valuable opportunity again.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Enroll Contact to Sequence
Enrolls a contact to a sequence on your Aloware account. For more information, go to Aloware >> Integrations >> Sequences API
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
Communication Disposed
Triggers when a communication is disposed in Aloware.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in Aloware.
Trigger
Instant
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Contact Updated
Triggers when a contact is updated in Aloware.
Trigger
Instant
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Voicemail Saved
Triggers when a voicemail is saved in Aloware.
Trigger
Instant
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- Phone NumberRequired
- SequenceRequired
- Force enroll?Required
Action
Write
- Phone NumberRequired
Action
Write
- LineRequired
- Send as (agent attribution)Required
- ToRequired
- MessageRequired
- Media URL (.gif, .png, .jpg)
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
Call Disposed
Triggers when a call is disposed in Aloware.
Trigger
Instant
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Communication Initiated
Triggers when a communication is initiated in Aloware.
Trigger
Instant
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Contact Disposed
Triggers when a contact's disposition status has changed in Aloware.
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Instant
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Recording Saved
Triggers when a voicemail is saved in Aloware.
Trigger
Instant
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- Full Name
- First Name
- Last Name
- Company name
- Phone NumberRequired
- Email Address
- Date Of Birth
- Time Zone
- City
- State
- Zip Code
- Country
- Lead Source
- Address
- Website
- Notes
- CSF1
- CSF2
- User
- User Email Address
- Distribute to Ring Group?
- Ring Group
- Check available users
- Add To PowerDialer
- Position in PowerDialer
- Sequence
- Force enroll?
- Force update?
- Line
- Tag
- Disposition Status
Action
Write
- LineRequired
- Send as (agent attribution)Required
- Agent Phone NumberRequired
- Contact Phone NumberRequired
Action
Write
- LineRequired
- ToRequired
- Audio URLRequired
Action
Write

About Aloware

Aloware is a Cloud-based contact center software that offers call, text, and workflow automation and is fit for any team.

Learn more

Related categories

Phone & SMS

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