
When this happens...

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
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a given action is performed on a Person or Organisation.
Triggers when a given action is performed on an Opportunity.
Triggers when a given action is performed on a Project.
Triggers when a given action is performed on a Task.
Triggers when a given action is performed on a user.
Action is the task that follows automatically within your Dynosend integrations.
Returns a list of your audiences.
Add a contact to a given audience.
Add an email to the blacklist to no longer receive your email communications.
Send an event from your own application whenever a customer does something
Returns a list of contacts in a given audience
Permanently delete a contact from your audience

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Dynosend and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Dynosend triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how Dynosend 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 Dynosend 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 Dynosend 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.
Dynosend is a powerful email marketing platform designed to help businesses create, send, and track email campaigns with ease. It offers a range of features including customizable templates, automation tools, and detailed analytics to optimize your email marketing efforts.
Learn MoreCRM 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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