Capsule CRM + Paid Memberships Pro

Create or update contacts in Capsule CRM from new or updated orders in Paid Memberships Pro

Enhance your contact management efficiency with this easy-to-use process. Whenever there's a new or updated order in Paid Memberships Pro, this workflow ensures an immediate creation or update of the corresponding contact in Capsule CRM. This allows your CRM to maintain a consistent record of your membership platform’s status, enabling you to focus more on member interactions and less on manual data entry. Experience seamless coordination between your platforms and improved operational productivity.

When this happens...
Order Added or Updated
Triggers when a new order is added or updated in Paid Memberships Pro.
TriggerPolling
automatically do this!
Create Contact
Creates a new Person or Organisation.
ActionWrite

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Supported triggers and actions

- Level Status
Trigger
Polling
Try It
- NameRequired
- Description
- Confirmation
- Initial Payment
- Billing Amount
- Cycle Number
- Cycle Period
- Billing Limit
- Trial Amount
- Trial Limit
- Allow New Signups
- Expiration Number
- Expiration Period
Action
Write
- User Email
- Membership Level IDRequired
- User ID (Optional)
- Create User
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

Order Added or Updated
Triggers when a new order is added or updated in Paid Memberships Pro.
Trigger
Polling
Try It
- User Email
- Membership Level IDRequired
- User ID (Optional)
Action
Write
- 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

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