Integrate Textline with Capsule CRM to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Textline with Capsule CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from Textline

A trigger is an event that starts your Zap and runs the workflow. For example, with Textline, a trigger could be "New Contact Message."

A trigger is the event that kicks off your automated workflow.

Setup an action from Capsule CRM

An action is what takes place after the automation is triggered. For example, with Capsule CRM, the action could be "Create Project."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Textline to Capsule CRM

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Set up your first integration

Quickly connect Textline to Capsule CRM with a Zapier template.

Our most popular template

Create or update Textline contacts from new or updated Capsule CRM opportunities
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Capsule CRM + Textline
Create or update Textline contacts for new or updated Capsule CRM contacts
Details
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Capsule CRM + Textline
Send messages in Textline for new or updated contacts in Capsule CRM
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Capsule CRM + Textline

Create or update Textline contacts from new or updated Capsule CRM opportunities

Capsule CRM + Textline

Create or update Textline contacts for new or updated Capsule CRM contacts

Capsule CRM + Textline

Send messages in Textline for new or updated contacts in Capsule CRM

Capsule CRM + Textline

Make work flow with AI

Level up your Textline to Capsule CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect Textline and Capsule CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Textline and Capsule CRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Contact Message
Triggers when a contact sends you a new message.
Trigger
Instant
Try It
- Department
  Required
- Title
- Message Body
  Required
- Recipient Group
  Required
- Phone Number(s)
- Tag
- Saved Search
- Scheduled to Send At
Action
Write
- Survey
  Required
- Recipient Group
  Required
- Phone Number(s)
- Tag
- Saved Search
- CSAT Department
- CSAT Agent
Action
Write
- Phone Number
  Required
- Name
- Notes
- Tags
- Tags Handling
Action
Write
- Phone Number
  Required
Action
Search

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It

- Entity Type
  Required
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
- Due Date
  Required
- 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 using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write

- Phone Number
  Required
- Department
  Required
- Message Body
  Required
Action
Write
- Phone Number
  Required
- Department
  Required
- Message Body
  Required
Action
Write
- Survey
  Required
- Make Available
  Required
Action
Write
- Email
  Required
Action
Search
- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Entity Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Entity Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write

About Textline

Textline is a text messaging platform for your business. Share one or more phone numbers for receiving, managing, & responding to messages.

Related categories

Customer Support

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.

Related categories

CRM (Customer Relationship Management)

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