Capsule CRM + TimelinesAI

Add new Timelines.AI sent messages as notes in Capsule CRM

This Zap automatically records new messages sent in Timelines.AI to the contact history in your Capsule account. Keep track of your communication history effortlessly.

When this happens...
New Sent Message
Triggers when a new message is sent.
TriggerInstant
automatically do this...
Find Contact
Finds a Person or Organisation.
ActionSearch
then do this!
Add Note to Entity
Adds a Note to an Entity.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

Chat Closed
Triggers when a chat is closed.
Trigger
Instant
Try It
New Outgoing Chat
Triggers when a new outgoing chat is created.
Trigger
Instant
Try It
New Sent Message
Triggers when a new message is sent.
Trigger
Instant
Try It
New Uploaded File
Triggers when new uploaded_file is created.
Trigger
Polling
Try It
- Chat Id
Action
Write

- Chat Id
- Whatsapp Account Phone
- Whatsapp chat jid
- Message textRequired
Action
Write
- Chat Id
- Whatsapp Account Phone
- Whatsapp chat jid
- Uploaded fileRequired
- Name of attached file
Action
Write

- Whatsapp Message IdRequired
Action
Search
- Name
Action
Search
- 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

New Incoming Chat
Triggers when a new incoming chat is created.
Trigger
Instant
Try It
New Received Message
Triggers when a new incoming message is received.
Trigger
Instant
Try It
Chat Renamed
Triggers when a chat is renamed.
Trigger
Instant
Try It
New Whatsapp Account
Triggers when new whatsapp_accounts is created.
Trigger
Polling
Try It
- Chat Id
- Whatsapp Account Phone
- Whatsapp chat jid
- Attachment URLRequired
- Name of attached file
Action
Write
- Whatsapp AccountRequired
- Phone numberRequired
- Message textRequired
Action
Write
- Name
- Phone
- Chat Id
Action
Search
- Whatsapp Message IdRequired
Action
Search
- Phone
- Email
Action
Search
- 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

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 TimelinesAI

TimelinesAI allows you to share access to your personal or business Whatsapp account, integrate it with other applications and build automations for your business and marketing flows.

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Capsule CRM + TimelinesAI

Add new Timelines.AI sent messages as notes in Capsule CRM

Chat Closed

New Outgoing Chat

New Sent Message

New Uploaded File

Close Chat

Send Message to Existing Chat

Send Uploaded File to Existing Chat

Find Message

Find Uploaded File

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 Incoming Chat

New Received Message

Chat Renamed

New Whatsapp Account

Send File to Existing Chat

Send Message to New Chat

Find Chat

Find Message Status

Find Whatsapp Account

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

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Interfaces

About TimelinesAI

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates