Capsule CRM + MDirector

Create/update MDirector contacts from new or updated Capsule CRM opportunities

Stay on top of new and updated opportunities in Capsule CRM by effortlessly managing your contacts in MDirector. This workflow automatically creates or updates contacts in the MDirector app whenever there's an opportunity change in Capsule CRM. Save time and eliminate the need for manual data entry, ensuring your marketing efforts are focused on the right leads.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create/Update Contact
Creates a new contact, or updates an existing contact.
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
- List
- Tag
Trigger
Instant
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- Campaign
- DeliveriesRequired
Trigger
Instant
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- Campaign
- DeliveriesRequired
Trigger
Instant
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- List
- Include contacts that have been added/modified in mass importsRequired
Trigger
Instant
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- List
- Include contacts that have been added/modified in mass importsRequired
Trigger
Instant
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- List IdRequired
- Contact IdRequired
- Tag nameRequired
Action
Write
- Contact list
- Email
- Mobile
- Name
- Surname
- Second surname
- Birthday
- Sex
- Reference
- Country
- Province
- City
- Postal code
- Allow unsubscription
- Send notifications
- Tags
Action
Write
- EmailRequired
- Movil
- ReasonRequired
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
- List
- Tag
Trigger
Instant
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- List
Trigger
Instant
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- Campaign
- DeliveriesRequired
- LinksRequired
Trigger
Instant
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- Landing PageRequired
Trigger
Instant
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- List
- Include contacts that have been added/modified in mass importsRequired
Trigger
Instant
Try It
- List
Trigger
Instant
Try It
- List name
Action
Write
- List IdRequired
- Contact IdRequired
- Tag nameRequired
Action
Write
- Email contactRequired
- Contact ListRequired
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.

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