Connect Text-Em-All and Capsule CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Outbound Text Sent
New Text Received
Broadcast Status Changes
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 Text-Em-All and Capsule CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Outbound Text Sent
runs when new outbound text is sent
New Text Received
runs when New Text Received
Broadcast Status Changes
runs when Broadcast Status Changes
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 Text-Em-All integrations.
Add New Contact
Adds a contact and assigns them to selected groups.
Create Contact Group
Create a new contact group
Delete Group
Delete a group from Text-Em-All.
Remove Contact From Group
Remove a contact from a group.
Send Text Broadcast
Send a text broadcast to multiple contacts
Send Text Message
Send a text message to one or more recipients.
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Frequently Asked Questions
To start, connect both your Text-Em-All and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Text-Em-All triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how Text-Em-All 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 Text-Em-All 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 Text-Em-All 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 Text-Em-All
Text-Em-All is a powerful communication platform designed to streamline mass messaging through text and voice. Ideal for businesses and organizations looking to efficiently reach large groups, it offers features for automated notifications, reminders, and alerts.
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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