Capsule CRM + Community

Create new Community members from new or updated Capsule CRM contacts

Keep your community up-to-date with new and updated contacts from your Capsule CRM by automatically adding them as members in the Community app. This workflow will streamline your process, saving you time and ensuring your community stays current with your CRM. Stay connected and engaged with your contacts by making sure they become part of your online community.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create New Member
Create New Member
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- 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
Member Changed
Triggers when a member changes state to "live", "opted out", "blocked", or "deleted".
Trigger
Instant
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- Member IDRequired
- Community NameRequired
Action
Write
- Community NameRequired
- ColorRequired
Action
Write
- Member IDRequired
- Community NameRequired
Action
Write
- Member IDRequired
- TextRequired
- Override Quiet Hours
Action
Write

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- 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
Message Received
Triggers when we receive a message from a member
Trigger
Instant
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Term Response
Triggers when members respond to a term
Trigger
Instant
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- Community NameRequired
- Member Phone NumberRequired
Action
Write
- Member Phone NumberRequired
- First Name
- Surname
- Email Address
- Date Of Birth
- Gender
- City
- State Or Province
- State Or Province Abbreviation
- Country
- Country Code
- Postal Code
Action
Write
- Community NameRequired
- Member Phone NumberRequired
Action
Write
- Member Phone NumberRequired
- TextRequired
- Override Quiet Hours
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

Related categories

CRM (Customer Relationship Management)

Similar apps

About Community

Community is a platform for SMS with Enterprise-grade power and everyday easy of use. Grow your list, send personalized messages, and enrich your Zero Party Data with ease and trust.

Learn more

Related categories

Communication

Related Zap Templates

Create new Community members from new or updated Capsule CRM opportunities

Add members to a Community with phone numbers for new or updated opportunities in Capsule CRM

Capsule CRM + Community

Create new Community members from new or updated Capsule CRM contacts

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

Member Changed

Add Member to a Community

Create a Community

Remove Member From a Community

Send Message to Member

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

Message Received

Term Response

Add Member to a Community via Phone Number

Create New Member

Remove a Member From a Community via Phone Number

Send Message to a Member via Phone Number

About Capsule CRM

Related categories

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Highrise

Streak

Insightly

About Community

Related categories

Related Zap Templates

Related Zap Templates