Capsule CRM + Orbit

Create Orbit members from new or updated Capsule CRM opportunities

Keep track of new or updated opportunities in Capsule CRM and efficiently manage your community by adding members to Orbit with this seamless automation. Whenever there's a change in opportunity within Capsule CRM, this workflow will create a new member in your Orbit app, ensuring your online community stays up-to-date with each opportunity evolution. Save time and maintain accurate records with this easy-to-set-up integration.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create a Member
Add a new member to your Orbit workspace without an associated activity.
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
New Member
Triggers when a new member is created in your workspace.
Trigger
Instant
Try It
- Activity TitleRequired
- Activity Description
- Activity Type
- Activity Type Key
- Activity Link Text
- Activity Link
- Activity Weight
- Activity Properties
- Occurred at
- Key
- New or Additional Member Tags
- Remove and Replace Existing Member Tags
- Member Email
- Member GitHub Handle
- Member Twitter Handle
- Member Name
- Member Company
- Member Shipping Address
- Member Bio
- Member Title
- Member Pronouns
- Member Location
- Member Birthday
- Member T-Shirt Size
- Member Teammate
- Custom Identity Name
- Custom Identity Source
- Custom Identity Source Host
- Custom Identity Username
- Custom Identity Email
- Custom Identity User ID
- Custom Identity Link
Action
Write
- Member Slug or IDRequired
- NoteRequired
Action
Write
- Member IDRequired
- Name
- Shipping Address
- T-Shirt
- Add New Tags
- Replace all Tags
- Biography
- Birthday
- Company
- Title
- Location
- Pronouns
- Slug
- URL
- GitHub
- Twitter
- Email
- LinkedIn
- DEV
Action
Write
- SourceRequired
- Username
- Email address
Action
Search

- 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
- Activity Types
- Activity Tags
- Member Tags
- Activity Keywords
- Include activities from your teammates?
Trigger
Instant
Try It
- Member SlugRequired
- SourceRequired
- Name
- Source Host
- Username
- UID
- Email
- URL
Action
Write
- Name
- Email
- Twitter Handle
- GitHub handle
- DEV profile
- Bio
- LinkedIn profile
- Orbit Level
- Preferred Pronouns
- Tags to Add
- Location
- Shipping Address
- URL
- Company
- Title
- Birthday
- Teammate
- TShirt Size
- Tags
Action
Write
- Program Public UUIDRequired
- Form ResponseRequired
Action
Write
- IDRequired
Action
Search

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