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Capsule CRM

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Actions and Triggers

When this happensTriggers

Capsule CRM

New or Updated Contact

Triggers when a given action is performed on a Person or Organisation.

Capsule CRM

New or Updated Opportunity

Triggers when a given action is performed on an Opportunity.

Capsule CRM

New or Updated Project

Triggers when a given action is performed on a Project.

Capsule CRM

New or Updated Task

Triggers when a given action is performed on a Task.

Do thisActions

Capsule CRM

List Tasks

Get a list of all tasks

Capsule CRM

Create a project

Create a new Project

Capsule CRM

Create a List

Creates a list.

Capsule CRM

Create Contact Data Field

Creates a contact data field within the account.

Capsule CRM

Refresh Segment

Refreshes a segment.

Capsule CRM

Send Email Campaign

Send a marketing email to a contact.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?
No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
Can I automate complex multi-step workflows across thousands of apps with viaSocket?
Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
Can I monitor the performance of integrations and troubleshoot issues?
Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
How does viaSocket ensure the security of data exchanged between integrated apps?
Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
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About 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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About Dotdigital

Dotdigital is a leading marketing automation platform that empowers businesses to engage with their customers through email, SMS, and other digital channels. It provides tools for creating personalized marketing campaigns, automating customer journeys, and analyzing campaign performance to drive better engagement and conversions.

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