Capsule CRM + Sakari SMS

Create Sakari SMS contacts from new or updated Capsule CRM opportunities

Stay in touch with your Capsule CRM opportunities by automatically creating contacts in Sakari SMS. With this workflow, whenever a new or updated opportunity is detected in Capsule CRM, a contact will be created in Sakari SMS. Save time and ensure timely communication with your prospects and clients through quick and seamless contact creation.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Contact
Creates a new contact.
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
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- 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
- AccountRequired
Trigger
Instant
Try It
- AccountRequired
Trigger
Instant
Try It
- AccountRequired
- Phone Number GroupRequired
- MobileRequired
- Mobile Country
- First Name
- Last Name
- Email
- Lists
- MessageRequired
- Attachment
Action
Write
- AccountRequired
- MobileRequired
- Mobile Country
- First Name
- Last Name
- Email
- Lists
Action
Search or 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
- AccountRequired
Trigger
Instant
Try It
- AccountRequired
Trigger
Instant
Try It
- AccountRequired
- MobileRequired
- Mobile Country
- First Name
- Last Name
- Email
- Lists
Action
Write
- AccountRequired
- MobileRequired
- Mobile Country
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

Related categories

CRM (Customer Relationship Management)

Similar apps

About Sakari SMS

Sakari is a platform for sending and receiving SMS messages. Our platform is optimized for sending customized messages in bulk allowing recipients to feel more engaged with your business.

Learn more

Related categories

Phone & SMS

Related Zap Templates

Create and update Sakari SMS contacts from new or updated Capsule CRM contacts

Send messages via Sakari SMS for new or updated opportunities in Capsule CRM

Capsule CRM + Sakari SMS

Create Sakari SMS contacts from new or updated Capsule CRM opportunities

New or Updated Project

New or Updated Contact

Create Project

Add Tag to Entity

Create Contact

API Request (Beta)

Update Opportunity

Find Milestone

Find Contact

Find or Create Project

Find or Create Contact

Contact Deleted

New Message

Send Message

Find or Create Contact

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Create Opportunity

Create Task

Update Contact

Find Project

Find Opportunity

Find Stage

Find or Create Opportunity

New Contact

Contact Updated

Create Contact

Find Contact

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Interfaces

About Sakari SMS

Related categories

Related Zap Templates

Related Zap Templates