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Connect Capsule CRM and Email integrations

Connect Capsule CRM and Email with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Capsule CRM and Email to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

Trigger
Select a trigger...
Capsule CRM

Checks if a new case was created.

Capsule CRM

Checks if a new opportunity was created.

Capsule CRM

Checks if a new party was created.

Capsule CRM

Checks if a new task was created.

Capsule CRM

Triggers when an opportunity is created, updated or deleted.

Capsule CRM

Triggers when a party is created, updated or deleted.

Capsule CRM

Triggers when a case is created, updated or deleted.

Capsule CRM

Triggers when a task is created, updated or deleted.

Capsule CRM
Email
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Action
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Email

Copies an email or a draft into a selected folder.

Email

Creates and adds a new draft to a selected folder.

Email

Removes an email or a draft from a selected folder.

Email

Returns emails that match the specified criteria.

Email

Marks an email or a draft in a selected folder as read by setting the "Read" flag.

Email

Marks an email or a draft in a selected folder as unread by setting the "Unread" flag.

Email

Moves a chosen email or a draft to a selected folder.

Email

Sends a new email.

Email

Sends an email to a specific member of your team.

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Build your Capsule CRM and Email integrations.

Create custom Capsule CRM and Email workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Capsule CRM
Add an Additional Party in Case

Adds an person or organisation as an additional contact to the case.

Action
Capsule CRM
Add an Additional Party in Opportunity

Adds an person or organisation as an additional contact to the opportunity

Action
Email
Copy an Email

Copies an email or a draft into a selected folder.

Action
Capsule CRM
Create a Case

Creates a new case.

Action
Capsule CRM
Create a Custom Field

Creates a new party, opportunity or case custom field.

Action
Email
Create a Draft

Creates and adds a new draft to a selected folder.

Action
Capsule CRM
Create a Milestone

Creates a new opportunity milestone.

Action
Capsule CRM
Create a Party

Creates a new party.

Action
Capsule CRM
Create a Tag

Defines a new party, opportunity or case tag.

Action

Popular Capsule CRM and Email workflows.

Looking to get more out of Capsule CRM and Email? With Make you can visually integrate Capsule CRM and Email into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

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