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Capsule CRM integration for your workflows.
Connect Capsule CRM to Collabase once and use 10 actions and 4 triggers in your workflows. No code needed, hosted in Switzerland.
Capsule CRM in Collabase
Connect Capsule CRM to Collabase once and use 10 actions and 4 triggers in your workflows. No code needed, hosted in Switzerland.
How to connect it
- Open the integrations in the workspace settings.
- Choose Capsule CRM and connect your account.
- Add a trigger or an action to the workflow.
- Go to your Capsule CRM user settings.
- Navigate to "My Preferences" > "API Authentication Tokens".
- Register a new application to get a Client ID and Client Secret.
- Use the OAuth2 flow below.
Capsule CRM triggers
| Name | Description | Fields |
|---|---|---|
| New CaseInstant via webhook | Fires when a new case (project) is created in Capsule CRM. | 0 |
| New OpportunityInstant via webhook | Fires when a new opportunity is created. | 0 |
| New TaskInstant via webhook | Fires when a new task is created. | 0 |
| New ProjectInstant via webhook | Fires when a project is created. | 0 |
Capsule CRM actions
| Name | Description | Fields |
|---|---|---|
| Create Contact | Create a new Person or Organisation in Capsule CRM. |
+ 5
|
| Update Contact | Update fields on an existing Person or Organisation. |
+ 3
|
| Create Opportunity | Create a new Opportunity in Capsule CRM. |
+ 8
|
| Create Project | Create a new Project in Capsule CRM. |
+ 5
|
| Create Task | Create a new Task in Capsule CRM. |
+ 2
|
| Update Opportunity | Update an existing Opportunity in Capsule CRM. |
+ 8
|
| Add Note to Entity | Add a comment/note to an entity (e.g., contact, opportunity, project). |
|
| Find Contact | Find a Person by search criteria. |
|
| Find Project | Find a Project by search criteria. |
|
| Find Opportunity | Find an Opportunity by search criteria. |
|
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Related integrations
Tools that often share a workflow.
Questions about Capsule CRM
What can I automate with Capsule CRM in Collabase?
Capsule CRM brings 10 actions and 4 triggers, for example Create Contact, Update Contact, Create Opportunity, Create Project and 6 more. You combine them in a workflow without code and mix them with every other integration.
How do I connect Capsule CRM to Collabase?
You open the integrations in the workspace settings, choose Capsule CRM and connect your account once, using OAuth 2.0. After that all triggers and actions are available in the workflow.
Can Capsule CRM start a workflow?
Yes. Capsule CRM provides 4 triggers, for example New Case, New Opportunity, New Task and 1 more. The workflow runs as soon as the event happens.
Does the Capsule CRM integration cost extra?
No. All integrations are included in every licence, in the Isolated Cloud and in Self-Hosted operation. There is no module price.
Test it against your own content. A proof of concept is ready within days.
We set up an instance with your content and you test it against real workflows. In a first conversation we clarify scope, operating model and timing.