Capsule CRM + Xperiencify

Add students to Xperiencify courses when opportunities are new or updated in Capsule CRM

Streamline your sales process and enhance customer engagement with this automation. When a new or updated opportunity arises in Capsule CRM, this workflow will enroll the associated student into a course in Xperiencify, saving you time and ensuring a seamless experience for your clients. Keep track of opportunities and deliver valuable educational content without lifting a finger.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Add Student to a Course
Creates a Student in Course
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
- CourseRequired
Trigger
Polling
Try It
- TagRequired
Trigger
Polling
Try It
- Student E-mailRequired
- Student First Name
- Student Last Name
- Student Phone
- Student Password
- CourseRequired
- Send Welcome EmailRequired
Action
Write
- Student EmailRequired
Action
Write
- Student E-mailRequired
- Course IDRequired
- Suspension Message
Action
Write
- Student E-mailRequired
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
- Course
Trigger
Polling
Try It
- CourseRequired
Trigger
Polling
Try It
- StudentRequired
- TagRequired
Action
Write
- Student E-mailRequired
- CourseRequired
Action
Write
- StudentRequired
- TagRequired
Action
Write
- Student E-mailRequired
- Course IDRequired
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.

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