How to Set Up Capsule Integration Actions

Capsule integration actions let Transpond update Capsule contacts or create notes/tasks when specific events occur in Transpond.

What Integration Actions Are

An integration action is a rule that triggers an update in Capsule when something happens in Transpond, such as:

• Updating a contact
• Adding a note to a contact
• Creating an appointment
• Creating a new contact

Integration actions can be applied in three contexts:

1. Account integration actions – apply to all synced Capsule contacts for every campaign.
2. Campaign-specific actions – apply only to a particular campaign.
3. Automation actions – used within Transpond Automations.

Set Up Global Capsule Integration Actions

These actions apply to all Capsule contacts synced to Transpond.

Steps:

1. Go to Company Profile > Integrations.

2. Click Manage next to the Capsule integration.

   Choose which integration actions you want to enable.

   • For example, add a note in Capsule when a contact clicks links in multiple campaigns.
   • Or add a note when a contact unsubscribes.
3. Save your settings

Set Up Campaign-Specific Capsule Actions

These actions run only when sending a specific campaign.

Steps:

1. When creating a campaign, proceed to Step 3.
2. Click Capsule Options > Add an action.
3. Select a trigger (e.g., contact clicks a link).
4. Choose the Capsule action you want (e.g., add a note).
5. Click Add action

Use Capsule Actions in Automations

Capsule actions can also be included in Transpond automations when specific events occur.

Examples of automation triggers/actions:

• Trigger when an Opportunity is created.
• Trigger when a Case is closed.
• Send a welcome email to a new Capsule contact.
• Add a tag when an opportunity reaches a milestone.
• Update a custom field.

Steps to include Capsule actions in an automation:

1. Go to Automations > Create Automation (or edit an existing one).
2. Add a trigger related to Capsule (e.g., Opportunity created).
3. Add the action(s) you want Capsule to perform.
4. Save and activate the automation

For more information on Automations, check out our Automations Guide