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Automate your workflow with Capsule & Yoom

Yoom allows integration with Capsule CRM without code, enabling automation of Capsule CRM operations via API. For example, information submitted through Google Forms or Typeform can be automatically registered as a Party in Capsule CRM, and Party information registered in Capsule CRM can be automatically linked to marketing tools like Mailchimp or ActiveCampaign.
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Capsule
Capsule
Flowbot Templates
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Capsule Mailchimp
Detect new tasks in Capsule CRM, extract text, and create campaigns in Mailchimp
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Create a folder in Dropbox when a new party is created in Capsule CRM
Automatically create a Dropbox folder when a new customer is added to Capsule CRM. Reduce manual folder creation and data entry errors while keeping customer information and related files organized.
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Capsule Gmail
Send a Gmail notification when a new party is created in Capsule CRM
Register a contact in Capsule CRM and automatically notify relevant stakeholders via Gmail. Reduce missed notifications, delayed updates, and manual email drafting while ensuring reliable information sharing across your team.
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Capsule Microsoft Teams
Send a message in Microsoft Teams when a new party is created in Capsule CRM
Automatically post a detailed message to any Microsoft Teams channel when a new customer is added to Capsule CRM. Eliminate manual entry and copy-pasting while preventing delayed information sharing and missed notifications.
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Capsule Shopify
Create a customer in Shopify when a new party is detected in Capsule CRM
Automatically add customer information to Shopify whenever a new Party is created in Capsule CRM. Eliminate duplicate data entry, prevent input errors, keep your data consistent, and reduce time spent on customer management.
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No-Code API Actions

Automation operations
  • Get Party
  • Delete Party
  • Search Party
  • Create Party
  • List Opportunity
  • Get Opportunity
  • Create Opportunity
  • Delete Opportunity
  • Search Opportunity
  • Update Party
  • List Task
  • Update Opportunity
  • Get Task
  • Create Task
  • Delete Task
  • List Project
  • Update Task
  • Delete Project
  • Search Project
  • Create Project
  • Update Project
Automation triggers
  • Updated Party
  • New Party
  • New Opportunity
  • Updated Opportunity
  • New Task
  • Updated Task
  • Completed Task
  • Closed Opportunity
  • Updated Opportunity Milestone
  • Updated to Specified Opportunity Milestone
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