Capsule CRM + Tapfiliate

Create Tapfiliate customers from new or updated Capsule CRM opportunities

Streamline your opportunity management in Capsule CRM and customer data in Tapfiliate with this efficient workflow. When a new or updated opportunity arises in Capsule CRM, it triggers the creation of a customer in Tapfiliate, ensuring accurate and up-to-date information with minimal manual effort. Enhance your sales process and stay organized while saving valuable time and resources.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Customer
Creates a customer.
ActionWrite

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Supported triggers and actions

- ActionRequired
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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
- ProgramRequired
Trigger
Instant
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New Affiliate Prospect
Triggers when a new affiliate prospect is created (i.e. signed up or was added by you).
Trigger
Instant
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New Conversion
Triggers when a new conversion is created.
Trigger
Instant
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New Payment
Triggers when a new affiliate payment is created.
Trigger
Instant
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- Customer ID
- Referral Code
- Coupon
- Click ID
- Amount
- Commission Type
- External ID
- Meta Data
- Ignore Max Cookie Time
Action
Write
- GroupRequired
- AffiliateRequired
Action
Write
- Commission IDRequired
- StatusRequired
Action
Write
- Email
- Affiliate ID
Action
Search
- Email
- Affiliate Prospect ID
Action
Search
- Customer IDRequired
Action
Search
- ProgramRequired
- Affiliate EmailRequired
- Affiliate IdRequired
- Approved
- Coupon
- Send Welcome Email
Action
Search or write
- EmailRequired
- Affiliate Prospect ID
- Last NameRequired
- First NameRequired
Action
Search or write
- External IDRequired
- Customer ID
- Referral Code
- Coupon
- Click ID
- Amount
- Commission Type
- Meta Data
- Ignore Max Cookie Time
Action
Search or 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
- ProgramRequired
Trigger
Instant
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New Affiliate
Triggers when a new affiliate is created (i.e. signed up or was added by you).
Trigger
Instant
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Affiliate Prospect Promoted
Triggers when a new affiliate prospect is promoted to affiliate (i.e. created a Conversion or Customer).
Trigger
Instant
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New Customer
Triggers when a new customer is created.
Trigger
Instant
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- ConversionRequired
- Sub Amount
- Commission Type
Action
Write
- Coupon
- Referral Code
- Click ID
- Customer IDRequired
- Initial StatusRequired
- Meta Data
- Ignore Max Cookie Time
Action
Write
- Child AffiliateRequired
- Parent AffiliateRequired
Action
Write
- IdRequired
- ActionRequired
Action
Write
- ProgramRequired
- Affiliate EmailRequired
Action
Search
- External IDRequired
Action
Search
- EmailRequired
- Affiliate ID
- Last NameRequired
- First NameRequired
- Password
Action
Search or write
- ProgramRequired
- Affiliate EmailRequired
- Affiliate IdRequired
- Approved
- Coupon
- Send Welcome Email
Action
Search or write
- External ID
- Customer ID
- Referral Code
- Coupon
- Click ID
- Amount
- Commission Type
- Meta Data
- Ignore Max Cookie Time
Action
Search or write
- Customer IDRequired
- Coupon
- Referral Code
- Click ID
- Initial StatusRequired
- Meta Data
- Ignore Max Cookie Time
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.

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