Connect Thankster and Capsule CRM to Build Intelligent Automations

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Thankster

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New or Updated Contact

New or Updated Contact

Triggers when a given action is performed on a Person or Organisation.

New or Updated Opportunity

New or Updated Opportunity

Triggers when a given action is performed on an Opportunity.

New or Updated Project

New or Updated Project

Triggers when a given action is performed on a Project.

New or Updated Task

New or Updated Task

Triggers when a given action is performed on a Task.

New or Updated Users

New or Updated Users

Triggers when a given action is performed on a user.

Request a new Trigger for Thankster

Do thisActions

Action is the task that follows automatically within your Thankster integrations.

Find or Create User

Find or Create User

Find or Create User By Email

Create Card Project

Create Card Project

Creates a New Card

Apply Image

Apply Image

Apply Your Image in your Template

Order Project

Order Project

Order Your Project

Send Card

Send Card

Create and send a Thankster card.

Create Contact

Create Contact

Creates a new Person or Organisation.

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Frequently Asked Questions

How do I start an integration between Thankster and Capsule CRM?

To start, connect both your Thankster and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Thankster triggers actions in Capsule CRM (or vice versa).

Can we customize how data from Thankster is recorded in Capsule CRM?

Absolutely. You can customize how Thankster 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.

How often does the data sync between Thankster and Capsule CRM?

The data sync between Thankster and Capsule CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Thankster to Capsule CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Thankster and Capsule CRM?

Yes, you can set conditional logic to control the flow of data between Thankster 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.

Thankster

About Thankster

Thankster is an online platform that allows users to create and send personalized thank you cards and notes. It offers a variety of templates and customization options to help users express gratitude in a meaningful way. The service is ideal for both personal and business use, making it easy to maintain relationships and show appreciation.

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Capsule CRM

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.

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