B1G1 + Capsule CRM

Add B1G1 giving stories to cart for new or updated Capsule CRM opportunities

Boost your business's social impact with this seamless CRM integration. When new or updated opportunities arise in Capsule CRM, this workflow will add a giving story to your B1G1 cart, allowing you to effortlessly contribute to philanthropic causes as your business grows. Streamline your giving efforts while staying organized and efficient with this effective automation.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Add Recurring Impact to Cart
Adds Recurring Impacts to your Cart.
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

- 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
- Favourite ProjectRequired
- Impact LevelRequired
- QuantityRequired
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 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
- Engagement
Trigger
Scheduled
Try It
- Recurring ImpactRequired
- QuantityRequired
Action
Write

About B1G1

Embed giving into the heart of your business model and activities through B1G1’s giving platform

Learn more

Related categories

Fundraising

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)

B1G1 + Capsule CRM

Add B1G1 giving stories to cart for new or updated Capsule CRM opportunities

Supported triggers and actions

New or Updated Project

New or Updated Contact

Create Project

Add Tag to Entity

Create Contact

API Request (Beta)

Update Contact

Find Milestone

Find Contact

Find or Create Project

Find or Create Contact

Add Favourite Project to Cart

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Create Opportunity

Create Task

Update Opportunity

Find Project

Find Opportunity

Find Stage

Find or Create Opportunity

New Engagement Impact Submission

Add Recurring Impact to Cart

About B1G1

Related categories

About Capsule CRM

Related categories

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