CallWidget + Capsule CRM

Trigger CallWidget automations for new or updated Capsule CRM contacts

Efficiently manage your Capsule CRM contacts and streamline your communication process with this workflow. When a contact is added or updated in Capsule CRM, it triggers a Run Automation function in CallWidget, ensuring your communication channels stay up-to-date. Say goodbye to manual updates and enjoy a seamless client interaction experience.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Run Automation
Run automation on contact
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
- InstallRequired
- DepartmentRequired
Trigger
Instant
Try It
- InstallRequired
- DepartmentRequired
- TagsRequired
Trigger
Instant
Try It
- First Name
- Last Name
- Birthday
- Email
- PhoneRequired
- InstallRequired
- DepartmentRequired
- Tag
Action
Write
- First Name
- Last Name
- Email
- Birthday
- PhoneRequired
- MessageRequired
- InstallRequired
- DepartmentRequired
- Tag
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
- InstallRequired
- DepartmentRequired
Trigger
Instant
Try It
- InstallRequired
- DepartmentRequired
Trigger
Instant
Try It
- First Name
- Last Name
- Birthday
- Email
- PhoneRequired
- InstallRequired
- AutomationRequired
Action
Write
- First Name
- Last Name
- Birthday
- Email
- PhoneRequired
- InstallRequired
- Tag
Action
Write
- First Name
- Last Name
- Birthday
- Email
- PhoneRequired
- MessageRequired
- InstallRequired
- DepartmentRequired
- Tag
Action
Write

About CallWidget

CallWidget is an AI powered lead generation software designed to generate more prospects from your website.

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

Related categories

CRM (Customer Relationship Management)

CallWidget + Capsule CRM

Trigger CallWidget automations for new or updated Capsule CRM contacts

New or Updated Project

New or Updated Contact

Create Project

Add Tag to Entity

Create Contact

API Request (Beta)

Update Opportunity

Find Milestone

Find Contact

Find or Create Project

Find or Create Contact

New Lead Created

New Tag Added

Initiate a Call

Send a New Text Message (SMS/MMS)

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Create Opportunity

Create Task

Update Contact

Find Project

Find Opportunity

Find Stage

Find or Create Opportunity

New Phone Call Received

New Text Message Received

Run Automation

Create or Update Contact

Send a New Text Message & Initiate a Call

About CallWidget

Related categories

Similar apps

Zapier Interfaces

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Interfaces