Drip, ClickUp, Wild Apricot, ConvertKit, Capsule CRM Integrations

Capsule CRM
ConvertKit
Drip
Wild Apricot
ClickUp
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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

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.

ClickUp

Watch New Lists

Watches for new project lists since the last check.

ClickUp

Watch Tasks

Watches for new or updated tasks.

Wild Apricot

Contact created or modified INSTANT

Fires almost immediately after contact was created or modified. This is a recommended replacement for 'Contact modified (obsolete)' module.

Wild Apricot

Contact modified (obsolete)

WARNING: This trigger is obsolete, we recommend to use "Contact modified - instant" module. This trigger fires when a contact data was modified. You could select a date, from which to monitor contact modifications. If you choose some date in the past, you will get all contacts modified since that date.

Wild Apricot

Event created or modified INSTANT

Fires when an event was either created, updated or deleted.

Wild Apricot

Event registration created or modified INSTANT

Fires when event registration is created, updated, canceled or deleted. Also fires on RSVP response.

Wild Apricot

Invoice created (obsolete)

Warning: this module is obsolete. Use "Invoice created or modified" instead. This trigger fires when a new invoice is created in your Wild Apricot account

Wild Apricot

Invoice created or modified INSTANT

Fires when invoice is created, modified, voided or deleted.

Wild Apricot

New audit log item created

This trigger fires when a new audit log item created. Records does not contain detailed information about related documents. If you need more details, please use 'Get audit log item details' module.

Wild Apricot

Payment created or modified INSTANT

Fires when payment is created, updated, canceled or deleted.

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.

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.

Actions

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 a Subscriber

Fetches a subscriber.

Drip

Fetch a User

Fetches an authenticated user.

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.

ClickUp

Create List

Creates a new list for a selected project.

ClickUp

Create Task in List

Creates a new task in a selected list.

ClickUp

Edit List

Edits a selected list.

ClickUp

Edit Task

Edits a selected task.

ClickUp

Get Authorized User

Gets the user that belongs to this token.

ClickUp

Get Team by ID

Gets a team's details. This team must be one of the authorized teams for this token.

Wild Apricot

Clone event

Clone existing event.

Wild Apricot

Create contact

This module creates new contact record in your Wild Apricot account.

Wild Apricot

Create event

Create new event in your organization account.

Wild Apricot

Create event registration

Create new event registration (register existing contact)

Wild Apricot

Create event registration type

Create event registration type.

Wild Apricot

Create invoice

Create new invoice

Wild Apricot

Delete contact

Delete existing contact in your Wild Apricot account.

Wild Apricot

Delete event

Delete event and all related objects: reg types, registrations.

Wild Apricot

Delete event registration

Delete event registration.

Wild Apricot

Delete event registration type

Delete event registration type.

Wild Apricot

Get account details

Returns your account information and some of account settings. This module does not modify data.

Wild Apricot

Get audit log item details

Get audit log item details. Provides more information when 'new audit log items' trigger.

Wild Apricot

Get contact details

Retrieve information about specific member or contact.

Wild Apricot

Get event details

Retrieve event details.

Wild Apricot

Get event registration details

Retrieve information about specific event registration.

Wild Apricot

Get invoice details

Retrieve invoice details, including order lines.

Wild Apricot

Check-in event attendee

Mark event attendee as checked-in, or remove check-in flag.

Wild Apricot

Update contact

Update existing contact record in your Wild Apricot account.

Wild Apricot

Update event

Update existing event.

Wild Apricot

Update event registration

Update existing event registration.

Wild Apricot

Update event registration type

Update event registration type.

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.

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.

Searches

Drip

List Accounts

Retrieves a list of all accounts.

Drip

List Broadcasts

Retrieves a list of all broadcasts.

Drip

List Campaigns

Retrieves a list of campaigns linked to an account.

Drip

List Campaign Subscriptions

Retrieves a list of all campaign subscriptions.

Drip

List Conversions

Retrieves a list of all conversions.

Drip

List Custom Fields

Retrieves a list of all custom fields.

Drip

List Events in an Account

Retrieves a list of all events linked to an account.

Drip

List Everyone Subscribed to a Campaign

Retrieves a list of everyone subscribed to a selected campaign.

Drip

List Forms

Retrieves a list of all forms linked to an account.

Drip

List Subscribers

Retrieves a list of all subscribers.

Drip

List Tags

Retrieves a list of all tags used in an account.

Drip

List Webhooks

Retrieves a list of all webhooks.

Drip

List Workflows

Retrieves a list of all workflows.

Drip

List Workflow Triggers

Retrieves a list of all workflow triggers.

ClickUp

Get Authorized Teams

Lists all authorized teams.

ClickUp

Get Project Lists

Gets all lists belonging to a selected project.

ClickUp

Get Space Projects

Gets all projects belonging to a selected space.

ClickUp

Get Tasks

Lists all tasks for a selected team.

ClickUp

Get Team Spaces

Gets all spaces belonging to a selected team. This team must be one of the authorized teams for this token.

Wild Apricot

Get contacts list

Retrieve contacts list.

Wild Apricot

Get event registrations

Get list of all attendees for specific event.

Wild Apricot

Get event registration types

Retrieve registration types for specific event.

Wild Apricot

Get events list

Get events list

Wild Apricot

Get invoices list

Get list of invoices by criteria.

Wild Apricot

Get payment allocations

Retrieve information about payment allocations - special objects that connect payments and invoices

Wild Apricot

Get payments list

Get list of payments by criteria.

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.

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.

Integrate Drip, ClickUp, Wild Apricot, ConvertKit, Capsule CRM with these services