Capsule CRM + Missive

Create Missive posts for new or updated Capsule CRM opportunities

Effortlessly manage your Capsule CRM opportunities and streamline team communication with this time-saving workflow. When a new or updated opportunity arises in Capsule CRM, a post will be created in the Missive app to keep your team informed and up to date. Boost your sales process efficiency and ensure no opportunity slips through the cracks with this seamless automation.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Post
Creates a new post.
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
New Contact Book
Triggers when a contact book is created.
Trigger
Scheduled
Try It
- Contact BookRequired
Trigger
Scheduled
Try It
- Contact BookRequired
- First Name
- Last Name
- Middle Name
- Phonetic First Name
- Phonetic Last Name
- Phonetic Middle Name
- Prefix
- Suffix
- Nickname
- File As
- Notes
- Starred
- Gender
Action
Write
- Author Name
- Author avatar
- Conversation Icon
- Notification TitleRequired
- Notification BodyRequired
- Text
- Color
- Pretext
- Author Name
- Author Link
- Author Icon
- Title
- Title Link
- Image Url
- Attachment Text
- Date
- Footer
- Footer Icon
- Conversation Subject
- Conversation Color
- Conversation
- References
- Add To Inbox
- Organization
Action
Write
- Contact BookRequired
- SearchRequired
- Order
Action
Search

- 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
- Organization
- Comment is a task?
- Comment text contains
- Comment text starts with
- Comment text ends with
Trigger
Instant
Try It
- Contact BookRequired
- KindRequired
Trigger
Scheduled
Try It
- TypeRequired
- Organization
- Message contains
Trigger
Instant
Try It
- Subject
- Body
- Account
- From Name
- From Address
- From Phone Number
- name
- address
- Phone number
- Recipient ID
- Recipient username
- name
- address
- name
- address
- Filename
- Base 64 Data
- Send
- Conversation Subject
- Conversation Color
- Conversation
- References
- Add To Inbox
- Organization
Action
Write
- Contact IdRequired
- Contact BookRequired
- First Name
- Last Name
- Middle Name
- Phonetic First Name
- Phonetic Last Name
- Phonetic Middle Name
- Prefix
- Suffix
- Nickname
- File As
- Notes
- Starred
- Gender
Action
Write
- Contact BookRequired
- SearchRequired
- Order
- First Name
- Last Name
- Middle Name
- Phonetic First Name
- Phonetic Last Name
- Phonetic Middle Name
- Prefix
- Suffix
- Nickname
- File As
- Notes
- Starred
- Gender
Action
Search or 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