Connect Capsule CRM and MindManager Enterprise to Build Intelligent Automations
Enable Integrations or automations with these events of Capsule CRM and MindManager Enterprise
Enable Integrations or automations with these events of Capsule CRM and MindManager Enterprise
Triggers
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.
New or Updated Project
Triggers when a given action is performed on a Project.
New or Updated Task
Triggers when a given action is performed on a Task.
New or Updated Users
Triggers when a given action is performed on a user.
Actions
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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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
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- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Capsule CRM and MindManager Enterprise accounts to viaSocket. Once connected, you can set up a workflow where an event in Capsule CRM triggers actions in MindManager Enterprise (or vice versa).
Absolutely. You can customize how Capsule CRM data is recorded in MindManager Enterprise. This includes choosing which data fields go into which fields of MindManager Enterprise, setting up custom formats, and filtering out unwanted information.
The data sync between Capsule CRM and MindManager Enterprise 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 Capsule CRM and MindManager Enterprise. 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 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.
Learn More
About MindManager Enterprise
MindManager is productivity software for visualizing and managing complex information, such as detailed project plans. MindManager mind maps, flow charts, Gantt charts, and other diagrams help users more accurately define and validate project schedules, dependencies, workflows and resources.
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