Capsule CRM + VBOUT

Add custom events in VBOUT for new or updated contacts in Capsule CRM

Effortlessly maintain updated contact information between Capsule CRM and VBOUT with this automation. Whenever a new or updated contact is added in Capsule CRM, this workflow instantly adds a custom event to the corresponding contact in VBOUT. Stay organized and informed without manual data entry and empower your marketing efforts seamlessly.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
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.

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