Capsule CRM + Common Room

Add new or updated Capsule CRM opportunities as Common Room members

Effortlessly manage your Capsule CRM opportunities and Common Room members with this seamless workflow. Whenever a new or updated opportunity arises in Capsule CRM, this automation will add a member to your Common Room app, ensuring your team stays up-to-date with the latest opportunities. Keep your CRM and collaborative spaces synchronized, and stay focused on growing your business.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Add Contact From Third Party Source
Adds a contact to your room.
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
Segment Status List
List of Status for a Segment
Trigger
Polling
Try It
- Common Room Destination IDRequired
- User IDRequired
- Contact Full Name
- Contact First Name
- Contact Last Name
- Username
- Avatar
- Bio
- Email Address
- LinkedIn Username
- Github Username
- Twitter Handle
- Discord Username and Discriminator
- Contact Website
- Role
- Job Title
- Organization Name
- Organization Domain
- Country
- City
- Region
- Location
- Contact Tags
Action
Write
- NoteRequired
Action
Write
- Contact Identifier TypeRequired
- Contact IdentifierRequired
- Segment Status
Action
Write
- Common Room Destination IDRequired
- User IDRequired
- Custom FieldRequired
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
Custom Fields List
List of Custom Fields
Trigger
Polling
Try It
- Common Room Destination IDRequired
- Unique Activity IDRequired
- Activity Title
- Activity Content
- Timestamp
- Activity URL
- Activity Tags
- User IDRequired
- Contact Full Name
- Contact First Name
- Contact Last Name
- Username
- Avatar
- Bio
- Email Address
- LinkedIn Username
- Github Username
- Twitter Handle
- Discord Username and Discriminator
- Contact Website
- Role
- Job Title
- Organization Name
- Organization Domain
- Country
- City
- Region
- Location
- Contact Tags
- Subsource Name
- Parent Activity ID
Action
Write
- Contact Identifier TypeRequired
- Contact IdentifierRequired
- NoteRequired
Action
Write
- Contact Identifier TypeRequired
- Contact IdentifierRequired
- TagsRequired
Action
Write
- Contact Identifier TypeRequired
- Contact IdentifierRequired
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