Capsule CRM + TimelinesAI

Send files to TimelinesAI chats for new or updated Capsule CRM opportunities

Keep your team updated on new or modified opportunities in Capsule CRM by sending files directly to existing chats in TimelinesAI. This automation streamlines your sales process, ensuring relevant information is shared instantly and efficiently. Improve collaboration and stay organized by centralizing your CRM updates and team communications in one place.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
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Send File to Existing Chat
Sends file to existing chat.
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
New Incoming Chat
Triggers when a new incoming chat is created.
Trigger
Instant
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New Received Message
Triggers when a new incoming message is received.
Trigger
Instant
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Chat Renamed
Triggers when a chat is renamed.
Trigger
Instant
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New Whatsapp Account
Triggers when new whatsapp_accounts is created.
Trigger
Scheduled
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- Chat Id
- Whatsapp Account Phone
- Whatsapp chat jid
- Attachment URLRequired
- Name of attached fileRequired
Action
Write
- Whatsapp AccountRequired
- Phone numberRequired
- Message textRequired
Action
Write
- Name
- Phone
- Chat Id
Action
Search
- Whatsapp Message IdRequired
Action
Search
- Phone
- Email
Action
Search

- ActionRequired
Trigger
Instant
Try It
- 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
Chat Closed
Triggers when a chat is closed.
Trigger
Instant
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New Outgoing Chat
Triggers when a new outgoing chat is created.
Trigger
Instant
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New Sent Message
Triggers when a new message is sent.
Trigger
Instant
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New Uploaded File
Triggers when new uploaded_file is created.
Trigger
Scheduled
Try It
- Chat Id
Action
Write
- Chat Id
- Whatsapp Account Phone
- Whatsapp chat jid
- Message textRequired
Action
Write
- Chat Id
- Whatsapp Account Phone
- Whatsapp chat jid
- Uploaded fileRequired
- Name of attached file
Action
Write
- Whatsapp Message IdRequired
Action
Search
- Name
Action
Search

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 TimelinesAI

TimelinesAI allows you to share access to your personal or business Whatsapp account, integrate it with other applications and build automations for your business and marketing flows.

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Capsule CRM + TimelinesAI

Send files to TimelinesAI chats for new or updated Capsule CRM opportunities

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

New Incoming Chat

New Received Message

Chat Renamed

New Whatsapp Account

Send File to Existing Chat

Send Message to New Chat

Find Chat

Find Message Status

Find Whatsapp Account

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

Chat Closed

New Outgoing Chat

New Sent Message

New Uploaded File

Close Chat

Send Message to Existing Chat

Send Uploaded File to Existing Chat

Find Message

Find Uploaded File

About Capsule CRM

Related categories

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Highrise

Streak

Insightly

About TimelinesAI

Related categories

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Zapier Interfaces

Related Zap Templates

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