Connect Mini Course Generator and Capsule CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Learner
Course Collection Completed
Course Completed
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 Mini Course Generator and Capsule CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Learner
Triggers when a new learner is added to a collection.
Course Collection Completed
Triggers when a user completes a course collection.
Course Completed
Triggers when a user completes a course.
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.
Do thisActions
Action is the task that follows automatically within your Mini Course Generator integrations.
List Course Collection
List course collections.
List Course
List course
Add Learner
Adds a learner to your course or collection.
Remove Learner
Removes a learner from the selected course collections.
Create Contact
Creates a new Person or Organisation.
Update Opportunity
Update an existing opportunity
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Frequently Asked Questions
To start, connect both your Mini Course Generator and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Mini Course Generator triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how Mini Course Generator 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 Mini Course Generator 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 Mini Course Generator 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 Mini Course Generator
Easily create & sell courses with Mini Course Generator. Ideal for educators & creators seeking automated ways to boost learner engagement.
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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