Connect Beehiiv to Capsule CRM

Both apps 121Beehiiv 51Capsule CRM 70

• Trigger
  List automations

  poll for automations; new automations surface over time (trigger).

• Trigger
  List newsletter lists

  poll newsletter lists; new lists surface over time (trigger).

• Trigger
  List polls

  poll for polls; new polls surface over time (trigger).

• Trigger
  List segment subscriber IDs

  poll subscriber IDs in a segment; new IDs surface over time (trigger).

• Trigger
  List segment subscribers

  poll subscribers in a segment; new members surface over time (trigger).

• Trigger
  List tiers

  poll subscription tiers; new tiers surface over time (trigger).

• Trigger
  New subscriber to publication

  Polls Beehiiv and emits each new subscriber to the specified publication. Lists subscriptions newest-first; dedup by subscription id.

• Trigger
  New unsubscriber to publication

  Polls Beehiiv and emits each new unsubscriber (inactive subscription) to the specified publication. Dedup by subscription id.

• Action
  Add subscription tag

  add a tag to a subscription.

• Action
  Bulk create subscription

  create multiple subscriptions in a single bulk request.

• Action
  Create custom field

  create a new custom field.

• Action
  Create newsletter list

  create a new newsletter list.

• Action
  Create segment

  create a new segment.

• Action
  Create subscription

  Creates a new subscriber on a publication. Sets email plus optional custom fields, UTM attribution, and referral source.

• Action
  Delete custom field

  delete a custom field.

• Action
  Delete newsletter list

  delete a newsletter list.

• Action
  Delete segment

  delete a segment.

• Action
  Delete subscription

  Remove a subscriber from a publication.

• Action
  Get aggregate stats

  get aggregate statistics across posts.

• Action
  Get author

  get details for a specific author.

• Action
  Get custom field

  get details for a specific custom field.

• Action
  Get newsletter list

  get details for a specific newsletter list.

• Action
  Get newsletter list subscription

  get details for a newsletter list subscription.

• Action
  Get post

  Retrieve a single post by ID. Returns content, stats, and publish status.

• Action
  Get post templates

  get available post templates for a publication.

• Action
  Get publication

  get details for a specific publication.

• Action
  Get publication engagements

  get aggregate engagement stats for a publication.

• Action
  Get publications by subscription email

  get publications associated with a subscriber email.

• Action
  Get referral program

  get referral program details for a publication.

• Action
  Get segment

  get details for a specific segment.

• Action
  Get subscription by email

  Retrieve a single subscription by email address. Returns the subscriber's status, tier, and custom fields.

• Action
  Get subscription by ID

  get details for a subscription by its ID.

• Action
  Get subscription update

  get a specific bulk subscription update record.

• Action
  Identify user

  get current OAuth user info.

• Action
  Identify workspace

  get current workspace info.

• Action
  List authors

  list all authors for a publication.

• Action
  List complimentary access

  list free access grants for a publication.

• Action
  List condition sets

  list all condition sets for a publication.

• Action
  List custom fields

  List a publication's subscriber custom fields. Returns field names and types for mapping.

• Action
  List posts

  List posts for a publication. Returns posts with status, audience, and publish metadata.

• Action
  List publications

  List the publications on the account. Returns each publication's id, name, and settings — the entry point for resolving a publication id.

• Action
  List segments

  List segments for a publication. Returns segment ids, names, and types for audience targeting.

• Action
  List subscriptions

  List subscriptions for a publication. Returns subscribers with status, tier, and custom fields, supports filtering/pagination.

• Action
  List subscription updates

  list bulk subscription update records.

• Action
  Recalculate segment

  recalculate segment membership.

• Action
  Update a tier

  update an existing tier.

• Action
  Update custom field

  update an existing custom field.

• Action
  Update subscription by email

  Update an existing subscriber identified by email. Changes tier, status, or custom fields.

• Action
  Update subscription by ID

  update a subscription by its ID.

• Action
  Update subscriptions

  update multiple subscriptions at once.

• Action
  Update subscriptions' status

  bulk update subscription status.

• Trigger
  List projects

  list projects (cases/kases), surfacing new ones over time

• Trigger
  List tasks

  list tasks, surfacing new ones over time

• Trigger
  New case

  Polls for newly created cases in Capsule CRM.

• Trigger
  New opportunity

  Polls for newly created opportunities in Capsule CRM.

• Trigger
  New organization

  Polls for newly created organizations in Capsule CRM.

• Trigger
  New person

  Polls for newly created people in Capsule CRM.

• Trigger
  New task

  Polls for newly created tasks in Capsule CRM.

• Trigger
  New user

  Polls for newly created user accounts in Capsule CRM.

• Action
  Add additional party to opportunity

  add an additional party to an opportunity

• Action
  Add Task

  Add a task in Capsule CRM (POST /api/v2/tasks), optionally linked to a party.

• Action
  Complete a task

  Marks a task as completed in Capsule CRM.

• Action
  Create a case

  Creates a new case (kase) in Capsule CRM, optionally linked to a party.

• Action
  Create a new task for organization

  This action creates a new task for the specified organization.

• Action
  Create an open case for organization

  This action creates a new open case for the specified organization.

• Action
  Create an open case for person

  This action creates a new open case for the specified person.

• Action
  Create an organization

  Creates a new organization party in Capsule CRM.

• Action
  Create a note

  Creates a new note (entry) attached to a party, opportunity, or case in Capsule CRM.

• Action
  Create a person

  Creates a new person party in Capsule CRM.

• Action
  Create a tag for organization

  This action creates a new tag for the specified organization.

• Action
  Create a tag for person

  This action creates a new tag for the specified person.

• Action
  Create entry

  create an activity entry

• Action
  Create opportunity

  create an opportunity

• Action
  Create party

  create a party (person or organization)

• Action
  Create project

  create a project (case)

• Action
  Create tag

  create a tag for an entity type

• Action
  Delete a party

  Deletes a party by id in Capsule CRM.

• Action
  Delete entry

  delete an activity entry

• Action
  Delete opportunity

  delete an opportunity

• Action
  Delete project

  delete a project

• Action
  Delete tag

  delete a tag

• Action
  Delete task

  delete a task

• Action
  Get Party

  Get a party (person or organization) in Capsule CRM, including its custom fields both raw and flattened by field-definition id.

• Action
  List additional parties for opportunity

  list additional parties on an opportunity

• Action
  List cases

  Lists cases (kases) in Capsule CRM.

• Action
  List deleted opportunities

  list deleted opportunities

• Action
  List deleted parties

  list deleted parties

• Action
  List deleted projects

  list deleted projects

• Action
  List employees of party

  list people employed at an organization party

• Action
  List entries by date

  list activity entries by date

• Action
  List entries for entity

  list activity entries for a party/opportunity/project

• Action
  List opportunities

  Lists sales opportunities in Capsule CRM.

• Action
  List opportunities by party

  list opportunities for a party

• Action
  List parties

  Lists parties (people and organizations) in Capsule CRM.

• Action
  List projects associated with opportunity

  list projects associated with an opportunity

• Action
  List projects by party

  list projects for a party

• Action
  List tags

  list tags for an entity type

• Action
  List teams

  list teams

• Action
  List tracks for entity

  list tracks for an entity

• Action
  List users

  list users

• Action
  Remove additional party from opportunity

  remove an additional party from an opportunity

• Action
  Run filter query

  run a saved/ad-hoc filter query for an entity

• Action
  Search opportunities

  search opportunities

• Action
  Search parties

  Searches parties by a free-text query in Capsule CRM.

• Action
  Search projects

  search projects

• Action
  Show current user

  get the authenticated user

• Action
  Show entry

  retrieve an activity entry by ID

• Action
  Show opportunity

  retrieve an opportunity by ID

• Action
  Show project

  retrieve a project by ID

• Action
  Show site config

  get account/site configuration

• Action
  Show tag

  retrieve a tag by ID

• Action
  Show task

  retrieve a task by ID

• Action
  Show user

  retrieve a user by ID

• Action
  Update entry

  update an activity entry

• Action
  Update opportunity

  update an opportunity

• Action
  Update party

  update a party

• Action
  Update project

  update a project

• Action
  Update tag

  update a tag

• Action
  Update task

  update a task

• Action
  Update user

  update a user

• Action
  Upload attachment

  upload an attachment

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.