Capsule CRM, Drip, Optimy, ConvertKit Integrations

Capsule CRM
ConvertKit
Drip
Optimy
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Integromat will automate processes that you currently handle manually. It is not only capable of connecting apps but can also transfer and transform data. It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you. Save your time!

Triggers

Capsule CRM

Watch new Cases

Check if new Case was created.

Capsule CRM

Watch new Opportunities

Check if new Opportunity was created.

Capsule CRM

Watch new Parties

Check if new Party was created.

Capsule CRM

Watch new Tasks

Check if new Task was created.

Drip

Watch events INSTANT

Triggers when there is a new event to process.

Drip

Watch subscribers

Triggers when a new subscriber is added.

Drip

Watch subscribers in the campaign

Triggers when a new email is subscribed to the campaign.

Optimy

Generic event INSTANT

New project, updated project, etc.

ConvertKit

Watch Course/Sequence Subscriptions. INSTANT

Triggers when a user subscribes to particular sequence.

ConvertKit

Watch Form Subscriptions INSTANT

Triggers when a new user subscribes through the form.

ConvertKit

Watch Subscriber Activated INSTANT

Triggers when a new activated.

ConvertKit

Watch Tag Added INSTANT

Triggers when a particular tag added to any subscriber.

ConvertKit

Watch Tag Removed INSTANT

Triggers when a particular tag removed from any subscriber.

Actions

Capsule CRM

Add an Additional Party in Case

Add an person or organisation as an additional contact to the case.

Capsule CRM

Add an Additional Party in Opportunity

Add an person or organisation as an additional contact to the opportunity

Capsule CRM

Create a Case

Creates a new case.

Capsule CRM

Create a Custom Field

Creates a new party, opportunity or case custom field.

Capsule CRM

Create a Milestone

Creates a new opportunity milestone.

Capsule CRM

Create an Entry

Creates a new entry.

Capsule CRM

Create an Opportunity

Creates a new opportunity.

Capsule CRM

Create a Party

Creates a new party.

Capsule CRM

Create a Tag

Defines a new party, opportunity or case tag.

Capsule CRM

Create a Task

Creates a new task.

Capsule CRM

Create a Task Category

Creates a new task category.

Capsule CRM

Create a Track

Applies a Track definition to a case or opportunity to create a track.

Capsule CRM

Delete a Case

Fully delete the specific case from Capsule.

Capsule CRM

Delete a Custom Field

Removes a custom field from your capsule account

Capsule CRM

Delete a Milestone

Removes a Milestone from the capsule account. You cannot delete a Milestone while it is still being used on an Opportunity. First you need to update the Milestone on all such Opportunities.

Capsule CRM

Delete an Entry

Removes an entry from the capsule account and any associated attachments.

Capsule CRM

Delete an Opportunity

Fully delete a specific opportunity from capsule.

Capsule CRM

Delete a Party

Fully delete the specific party from capsule.

Capsule CRM

Delete a Tag

Removes a tag from the capsule account. NOTE that this will remove the tag from any parties, opportunities and cases it was assigned to.

Capsule CRM

Delete a Task

Fully delete the specific task from capsule.

Capsule CRM

Delete a Task Category

Removes a category from your capsule account. Any tasks under this category will be retained but will become uncategorized.

Capsule CRM

Delete a Track

Remove track and related tasks from case or opportunity.

Capsule CRM

Remove an Additional Party in Case

Remove that person or organisation as an additional contact of the case.

Capsule CRM

Remove an Additional Party in Opportunity

Remove that person or organisation as an additional contact of the opportunity.

Capsule CRM

Show a Case

Show a specified case

Capsule CRM

Show a Custom Field

Show a specified custom field.

Capsule CRM

Show a Milestone

Show a specific milestone.

Capsule CRM

Show an Entry

Show a specified note, email or the details of a completed party task.

Capsule CRM

Show an Opportunity

Returns a specific opportunity.

Capsule CRM

Show a Party

Show a specified person or organisation.

Capsule CRM

Show a Tag

Show a specific tag.

Capsule CRM

Show a Task

Show a specific task.

Capsule CRM

Show a Task Category

Show a specific Task Category.

Capsule CRM

Show a Track

Show a specific track.

Capsule CRM

Update a Case

Updates an existing case

Capsule CRM

Update a Custom Field

Update the details of a party, opportunity or case field definition.

Capsule CRM

Update a Milestone

Update the name, description or probability of a milestone.

Capsule CRM

Update an Entry

Update the content of notes and emails.

Capsule CRM

Update an Opportunity

Updates an existing opportunity

Capsule CRM

Update a Party

Update an existing party. Fields that are not included in the request will remain unchanged.

Capsule CRM

Update a Tag

Update the details of a party, opportunity or case tag.

Capsule CRM

Update a Task

Updates an existing Task.

Capsule CRM

Update a Task Category

Allows to rename or change the colour of the task category.

Capsule CRM

Update a Track

Updates basic details about a track.

Drip

Activate a campaign

Activates a selected campaign.

Drip

Activate a workflow

Activates a selected workflow.

Drip

Create/Update an order

Creates or updates an order. If you receive errors please check required parameters in the documentation properly. A provider and an order ID are required. Either a person ID or an email must be included.

Drip

Create/Update a subscriber

Creates or updates a subscriber.

Drip

Delete a subscriber

Deletes a subscriber.

Drip

Fetch a campaign

Fetches a campaign linked to an account.

Drip

Fetch a form

Fetches a form.

Drip

Fetch an account

Fetches an account.

Drip

Fetch an user

Fetches an authenticated user.

Drip

Fetch a subscriber

Fetches a subscriber.

Drip

Fetch a workflow

Fetches a workflow.

Drip

Pause a campaign

Pauses a selected campaign.

Drip

Pause a workflow

Pauses a selected workflow.

Drip

Record an event

Pushes an event to the Drip. Note: you can configure actions to be fired in the Drip on the event.

Drip

Remove a subscriber from campaigns

Removes a subscriber from one or all campaigns.

Drip

Remove a subscriber tag

Removes a subscriber tag.

Drip

Remove someone from a workflow

Removes a subscriber from a workflow.

Drip

Start someone on a workflow

Adds a subscriber to a workflow. Note: If the workflow is not active, the subscriber will not be added to the workflow.

Drip

Subscribe someone to a campaign

Subscribes a given email to a campaign.

Drip

Tag a subscriber

Tags a subscriber.

Drip

Unsubscribe from all mailings

Unsubscribes a subscriber from all mailings.

Drip

Update a subscriber

Updates a subscriber.

Optimy

Create a project part version

Creates a new version on a given part.

Optimy

Create a project task

Creates a task in a project.

Optimy

Create budget allocation

Create a budget allocation in a project.

Optimy

Create project internal extra field

Creates an internal extra field in a project.

Optimy

Get form

Gets a form.

Optimy

Get project

Retrieves data about a single project

Optimy

Get project answer

Gets the answer of a given project part version for a given project.

Optimy

Get project file (document manager)

Gets the file uploaded in the "document manager" of a project.

Optimy

Get project file (form)

Gets a file uploaded through the form into a project.

Optimy

Get project internal extra field

Gets an internal extra field of a project.

Optimy

Update project status

Updates the status of a project

Optimy

Update project task

Updates the task of a project (eg: to mark it as completed).

Optimy

Update the project leader

Updates (or removes) the leader (user and/or team) of a project.

Optimy

Upload a project file (document manager)

Uploads a file into the "document manager" of the project.

Optimy

Upload a project file (form)

Uploads a file into the form of the project.

ConvertKit

Add a Subscriber to Form

Adds a subscriber to a form.

ConvertKit

Add a Subscriber to Sequence

Add a subscriber to a sequence.

ConvertKit

Add a Tag to a Subscriber

Adds a tag to a subscriber's profile.

ConvertKit

Get a Subscriber

Returns subscriber's details by subscriber's ID.

ConvertKit

Make an API Call

Performs an arbitrary authorized API call.

ConvertKit

Remove a Tag By Email

Removes a tag from the subscriber profile by subscriber's email.

ConvertKit

Remove a Tag By ID

Removes a tag from the subscriber profile by subscriber's ID.

ConvertKit

Unsubscribe a Subscriber

Unsubscribes a subscriber by email.

ConvertKit

Update a Subscriber

Update a subscriber.

Searches

Capsule CRM

List Additional Parties in Case

The collection of additional parties related to this case.

Capsule CRM

List Additional Parties in Opportunity

The collection of additional parties related to this opportunity.

Capsule CRM

List Cases

The collection of Cases on the Capsule account.

Capsule CRM

List Custom Fields

The collection all of custom on your Capsule account.

Capsule CRM

List Deleted Cases

The collection of deleted cases on the Capsule account.

Capsule CRM

List Deleted Opportunities

Returns a collection of deleted opportunities on the Capsule account.

Capsule CRM

List Deleted Parties

A collections of parties that have been deleted from capsule since the date specified in the since parameter.

Capsule CRM

List Employees

The collection of employees linked to this organisation.

Capsule CRM

List Entries

List notes, emails and completed tasks for parties, cases and opportunities.

Capsule CRM

List Entries by Date

List notes, emails and the details of completed party tasks in descending order starting with the most recent entry date first.

Capsule CRM

List Milestones

The collection of all the milestones on your Capsule account.

Capsule CRM

List Opportunities

The collection of opportunities on the Capsule account.

Capsule CRM

List Opportunities by Party

The collection of all opportunities associated with the given party.

Capsule CRM

List Parties

The collection of Parties on the Capsule account.

Capsule CRM

List Tags

The collection of all of tags on your Capsule account.

Capsule CRM

List Task Categories

The collection of all the task categories on your Capsule account.

Capsule CRM

List Tasks

The collection of Tasks on the Capsule account.

Capsule CRM

List Track Definitions

List track definitions with the option to filter for only the track definitions for cases or opportunities.

Capsule CRM

List Tracks

List tracks for a specified case or opportunity.

Capsule CRM

Search Cases

Search for cases on the Capsule account. This will return the same results as the global search inside Capsule.

Capsule CRM

Search Opportunities

Search for opportunities on the Capsule account. This will return the same results as the global search inside Capsule.

Capsule CRM

Search Parties

Search for parties on the Capsule account. This will return the same results as the global search inside Capsule.

Capsule CRM

Show Multiple Cases

Allows to load a list of cases by providing their unique ids.

Capsule CRM

Show Multiple Opportunities

Returns a list of opportunities, specified by the opportunityIds provided.

Capsule CRM

Show Multiple Parties

Allows to load a list of parties by providing their unique ids.

Drip

List all accounts

Retrieves a list of all accounts.

Drip

List all broadcasts

Retrieves a list of all broadcasts.

Drip

List all campaigns

Retrieves a list of campaigns linked to an account.

Drip

List all campaign subscriptions

Retrieves a list of all campaign subscriptions.

Drip

List all conversions

Retrieves a list of all conversions.

Drip

List all custom fields

Retrieves a list of all custom fields.

Drip

List all events in an account

Retrieves a list of all events linked to an account.

Drip

List all forms

Retrieves a list of all forms linked to an account.

Drip

List all subscribers

Retrieves a list of all subscribers.

Drip

List all tags

Retrieves a list of all tags used in an account.

Drip

List all webhooks

Retrieves a list of all webhooks.

Drip

List all workflows

Retrieves a list of all workflows.

Drip

List all workflow triggers

Retrieves a list of all workflow triggers.

Drip

List everyone subscribed to a campaign

Retrieves a list of everyone subscribed to a selected campaign.

Optimy

List project answers

Lists the answers of a given project part version of a given project.

Optimy

List project files (document manager)

Lists files uploaded in the “document manager" of the project.

Optimy

List project files (form)

Lists files uploaded through the form into a project.

Optimy

List project internal extra fields

Lists internal extra fields of a project.

Optimy

List project part versions

Lists all part versions of a project.

Optimy

List projects

Lists all projects. Optionally filters by form, form part, project owner, project status.

Optimy

List project statuses

Lists all available project statuses

Optimy

List project tasks

Lists all tasks of a project.

ConvertKit

Get Subscribers Tags

Returns a list of tags assigned to the subscriber.

ConvertKit

List Form Subscribers

Lists form subscribers.

ConvertKit

List Sequence Subscribers

Lists sequence subscribers.

ConvertKit

List Subscribers

Lists subscribers.

ConvertKit

List Subscribers by Tag

Lists tag subscribers.

Integrate Capsule CRM, Drip, Optimy, ConvertKit with these services