Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Capsule CRM
Trigger: Watch new Cases
MailerLite
Action: Select an action
1. Select a trigger
  • Checks if a new case was created.

  • Checks if a new opportunity was created.

  • Checks if a new party was created.

  • Checks if a new task was created.

  • Triggers when an opportunity is created, updated or deleted.

  • Triggers when a party is created, updated or deleted.

  • Triggers when a case is created, updated or deleted.

  • Triggers when a task is created, updated or deleted.

2. Select an action
  • Adds the selected subscriber to the specified group.

  • Cancels selected campaign. Only campaigns in status Ready can be canceled.

  • Creates a new subscriber or updates an existing one if the email already exists.

  • Creates a new campaign of type Regular, A/B Split, or Auto resend. Not available for RSS campaigns.

  • Creates a new group.

  • Removes selected campaign.

  • Deletes a group by its ID.

  • Deletes a subscriber by ID.

  • Retrieves selected campaign by its ID.

  • Gets a group by its ID.

  • Gets a subscriber by ID or Email.

  • Performs an arbitrary authorized API call.

  • Removes the selected subscriber from the specified group.

  • Schedules a Regular, A/B or Auto resend campaign. Not available for RSS campaigns.

  • Updates selected Draft campaign.

  • Updates a group by its ID.

Select a trigger and an action

Create workflow (opens in a new tab)