
When this happens...
New Email Received

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new email message is received in a specified inbox.
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 Mailsac integrations.
Delete an email from the inbox using its message ID.
Move an email to Inbox, Spam, or Trash for better organization.
Mark an email as read or unread by toggling its status.
Mark an email as important so it won’t be automatically deleted when your mailbox is full.
Add a label to an email to help organize messages.
Remove a label from a message to ungroup or reorganize it.

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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 Mailsac and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Mailsac triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how Mailsac 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 Mailsac 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 Mailsac 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.
Mailsac is a versatile email testing and disposable email service that allows developers and testers to receive and test emails without the need for a permanent email address. It is ideal for testing email workflows, verifying email functionalities, and ensuring that email communications are working as intended in applications.
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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