Capsule CRM + Text Request

Create or update Text Request contacts from new or updated Capsule CRM opportunities

Stay on top of your Capsule CRM opportunities by automating contact updates in Text Request. This workflow activates when a new or updated opportunity arises in Capsule CRM, ensuring that a corresponding contact is created or updated in Text Request. Save time and enhance communication with this seamless integration.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create or Update Contact
Creates a new contact or updates the name of an existing contact.
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
- Text Request PhoneRequired
Trigger
Instant
Try It
- Name
- Contact PhoneRequired
- Text Request PhoneRequired
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
- Text Request PhoneRequired
Trigger
Instant
Try It
- Text Request PhoneRequired
Trigger
Instant
Try It
- MessageRequired
- Recipient PhoneRequired
- Sender PhoneRequired
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 Text Request

Text Request is a business texting platform that helps your company communicate via SMS.

Learn more

Related categories

Phone & SMS

Related Zap Templates

Send messages in Text Request for new or updated opportunities in Capsule CRM

Send messages in Text Request for new or updated Capsule CRM contacts

Capsule CRM + Text Request

Create or update Text Request contacts from new or updated Capsule CRM opportunities

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 Message Received

Create or Update Contact

Name

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Activity Type

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