Connect Buy Me a Coffee and Capsule CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Member
New Supporter
Membership Cancelled
New Extra Purchase
Choose an Action
Automatically do this!
Create Contact
Update Opportunity
List Tasks
Add Note to Entity
Create Opportunity
Create a project
Create Task
Update Contact
Find Contact
Find Milestone
List Parties
List opportunities
List projects
List tasks
List users
List teams
List pipelines
List milestones
List lost reasons
List boards
List stages
List track definitions
List task categories
List activity types
Ready to use Buy Me a Coffee and Capsule CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Member
Trigger when you have a new monthly or yearly member.
New Supporter
Triggers when you have a new supporter.
Membership Cancelled
Triggers when a member cancel their subscription.
New Extra Purchase
Triggers when you have a new purchase on your extra.
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
Do thisActions
Action is the task that follows automatically within your Buy Me a Coffee integrations.
Create Contact
Creates a new Person or Organisation.
Update Opportunity
Update an existing opportunity
List Tasks
Get a list of all tasks
Add Note to Entity
Adds a Note to an Entity.
Create Opportunity
Creates a new Opportunity.
Create a project
Create a new Project
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Frequently Asked Questions
To start, connect both your Buy Me a Coffee and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Buy Me a Coffee triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how Buy Me a Coffee data is recorded in Capsule CRM. This includes choosing which data fields go into which fields of Capsule CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Buy Me a Coffee and Capsule CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Buy Me a Coffee and Capsule CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Buy Me a Coffee
Buy Me a Coffee is a platform that allows creators to receive support and donations from their audience. It provides an easy way for fans to contribute financially to their favorite creators, helping them sustain their work and projects.
Learn MoreAbout Capsule CRM
CRM software helps sales teams enhance customer relationship management by centralizing customer information, tracking customer interactions across multiple platforms, and providing tools for effective contact management.
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