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.
Capsule

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