Capsule CRM + Chatter

Create Chatter posts for new or updated Capsule CRM contacts

Stay updated with new or modified contacts from Capsule CRM by posting updates in your Chatter feed. With this convenient workflow, whenever a contact is added or updated in Capsule CRM, a new post will be shared in your Chatter feed, keeping you and your team informed and up-to-date on your CRM contacts. Enhance your team's communication and never miss important contact changes with this seamless automation.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
New Post in Feed
Triggers when any new post occurs in your Chatter Feed.
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
- Group
Trigger
Scheduled
Try It
New Topic
Triggers when a new topic is created.
Trigger
Scheduled
Try It

- 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
New Group
Triggers when a new group is created.
Trigger
Scheduled
Try It
- TopicRequired
Trigger
Scheduled
Try It
- Group
- TextRequired
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 Help

Related categories

CRM (Customer Relationship Management)

Similar apps

About Chatter

Chatter makes business processes social. Collaborate in real time, in context, from anywhere.

Help

Related categories

Team Collaboration

Capsule CRM + Chatter

Create Chatter posts for new or updated Capsule CRM contacts

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

New Post in Feed

Group

New Topic

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

Currency