Integration

Connect Capsule CRM to BigMailer

When something happens in Capsule CRM, your agent does the next thing in BigMailer. Describe it in plain language and the automation is built, tested on every branch and kept running.

Capsule CRM8 triggersCapsule CRM62 actionsBigMailer1 triggerBigMailer35 actions

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What do you want Capsule CRM and BigMailer to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Capsule CRM and BigMailer

Triggers and actions 9 triggers · 97 actions

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
Trigger
New Contact
Triggered when a new contact is created in a BigMailer brand.
Action
Add/Update Contact
Creates a BigMailer contact, or updates the existing contact with that email address. Custom fields for the selected brand can be mapped alongside list membership and unsubscribe settings.
Action
Create a bulk campaign
Creates a bulk email campaign in a BigMailer brand — name, subject, sender, content, recipient lists, tracking and optional schedule.
Action
Create an RSS campaign
Creates an RSS-to-email campaign in a BigMailer brand: watches a feed URL and emails new items on the schedule you choose.
Action
Create a transactional campaign
Creates a transactional campaign in a BigMailer brand — the reusable email template and settings you later send one-off emails with.
Action
Create list
Creates a new contact list inside a BigMailer brand.
Action
Create segment
Creates a segment in a BigMailer brand: a saved set of conditions that picks out the contacts you want to target.
Action
Create template
Creates a reusable email or landing-page template in a BigMailer brand.
Action
Delete contact
Deletes a contact from a BigMailer brand, by contact ID or email address.
Action
Delete list
Deletes a contact list from a BigMailer brand.
Action
Delete segment
Deletes a segment from a BigMailer brand.
Action
Delete template
Deletes a template from a BigMailer brand.
Action
Get brand
Returns one BigMailer brand: its name, default sender, bounce settings, contact count and engagement stats.
Action
Get bulk campaign
Returns one bulk campaign from a BigMailer brand, including its content, recipients and send statistics.
Action
Get contact
Returns one BigMailer contact by ID or email address, including its custom field values.
Action
Get list
Returns one contact list from a BigMailer brand.
Action
Get RSS campaign
Returns one RSS campaign from a BigMailer brand, including its feed URL, schedule and content.
Action
Get segment
Returns one segment from a BigMailer brand, including the conditions that define it.
Action
Get template
Returns one template from a BigMailer brand, including its HTML.
Action
Get transactional campaign
Returns one transactional campaign from a BigMailer brand, including its content and send statistics.
Action
List brands
Lists the brands in your BigMailer account.
Action
List bulk campaigns
Lists the bulk campaigns in a BigMailer brand.
Action
List contacts
Lists the contacts in a BigMailer brand, optionally limited to one list.
Action
List lists
Lists the contact lists in a BigMailer brand.
Action
List RSS campaigns
Lists the RSS campaigns in a BigMailer brand.
Action
List segments
Lists the segments in a BigMailer brand.
Action
List senders
Lists the sending identities in a BigMailer brand.
Action
List templates
Lists the templates in a BigMailer brand.
Action
List transactional campaigns
Lists the transactional campaigns in a BigMailer brand.
Action
Update a bulk campaign
Updates an existing bulk campaign in a BigMailer brand. Only the fields you fill in are changed.
Action
Update an RSS campaign
Updates an existing RSS campaign in a BigMailer brand. Only the fields you fill in are changed.
Action
Update a transactional campaign
Updates an existing transactional campaign in a BigMailer brand. Only the fields you fill in are changed.
Action
Update brand
Updates an existing BigMailer brand — its name, default sender name and email, website URL, unsubscribe text, bounce thresholds, contact limit and logo. Only the fields you fill in are changed.
Action
Update list
Renames an existing contact list inside a BigMailer brand.
Action
Update segment
Updates an existing BigMailer segment — its name, match operator (all/any) and its list of conditions. Only the fields you fill in are changed.
Action
Update template
Updates an existing BigMailer template — its name, type, HTML content and account-wide sharing. Only the fields you fill in are changed.

Each app on its own

The other way round: BigMailer to Capsule CRM