AWS Lambda + Capsule CRM

Process new or updated Capsule CRM contacts by invoking functions in AWS Lambda

Efficiently manage your Capsule CRM contacts and perform necessary actions using AWS Lambda with this seamless workflow. When a new or updated contact is detected in Capsule CRM, it triggers a function in AWS Lambda to execute custom tasks tailored to your business needs, streamlining your CRM management process and enhancing the effectiveness of your contact-related operations.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Invoke Function (Async)
Invokes a pre-built function asynchronously providing only data.
ActionWrite

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Supported triggers and actions

What does this mean?

- 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

- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
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
- Region
- FunctionRequired
- ArgumentsRequired
Action
Write
- Region
- Input ObjectRequired
- CodeRequired
Action
Write

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- Entity TypeRequired
- 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 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
- 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
- Region
Trigger
Scheduled
Try It
- Region
- FunctionRequired
- ArgumentsRequired
Action
Write

About AWS Lambda

AWS Lambda is a compute service that runs your code in response to events and automatically manages the compute resources for you, making it easy to build applications that respond quickly to new information.

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Related categories

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 Help

Related categories

CRM (Customer Relationship Management)

AWS Lambda + Capsule CRM

Process new or updated Capsule CRM contacts by invoking functions in AWS Lambda

New or Updated Project

New or Updated Contact

Create Project

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Add Tag to Entity

Create Contact

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

Update Contact

Find Milestone

Find Contact

Find or Create Project

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Find or Create Contact

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

Invoke Function (Async)

Region

Run Code

Region

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Create Opportunity

Description

Expected Close Date

Actual Close Date

Currency

Duration Basis

Owner

Track

Tags

Create Task

Detail

Category

Owner

Entity Type

Update Opportunity

Find Project

Find Opportunity

Find Stage

Find or Create Opportunity

Description

Expected Close Date

Actual Close Date