Capsule CRM + Serio Verify

Send data in Serio Verify for new or updated opportunities in Capsule CRM

Stay on top of your Capsule CRM opportunities and ensure accurate data with this efficient workflow. Whenever there's a new or updated opportunity in Capsule CRM, this automation will send the relevant information to Serio Verify for validation. Save time, maintain data accuracy, and keep your sales process streamlined with this seamless integration between Capsule CRM and Serio Verify.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Send Data
Use 'Send Data' for sending data into Serio Verify.
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
- CountryRequired
- NavigatorRequired
- Automation nameRequired
Trigger
Instant
Try It
- CountryRequired
- NavigatorRequired
- SourceRequired
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
- CountryRequired
- NavigatorRequired
- Automation nameRequired
Trigger
Instant
Try It
- CountryRequired
- Module keyRequired
- SerioIDRequired
- TM StatusRequired
- TM Call time
- Sales Count
Action
Write
- LeadIdRequired
- Navigator ID (CID)Required
- CountryRequired
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

Related categories

CRM (Customer Relationship Management)

Similar apps

About Serio Verify

Serio Verify is your software platform for lead management. Predict your conversion with AI, automatically validate and enrich your leads and get relevant statistics, so you can make the right strategic decisions. 100% GDPR compliant - all the way.

Related categories

Business Intelligence

Capsule CRM + Serio Verify

Send data in Serio Verify for new or updated opportunities in Capsule CRM

Supported triggers and actions

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

New Data (Validation)

Send Data

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 Data (Automation)

Send Feedback

Update Data (Status)

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Interfaces

About Serio Verify

Related categories