Connect Botse and Capsule CRM
Integrate Botse with Capsule CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send WhatsApp Template Message via Botse when New or Updated Contact in Capsule CRM
Create Contact in Botse when New or Updated Contact in Capsule CRM
Delete Contact from Botse when New or Updated Contact in Capsule CRM
Send WhatsApp Template Message via Botse when New or Updated Opportunity in Capsule CRM
Create Contact in Botse when New or Updated Opportunity in Capsule CRM
Popular Botse + Capsule CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Botse
When this happens...
New Incoming Message
New Message Delivered
Choose an action
Capsule CRM
Automatically do this!
Create Contact
Update Opportunity
List Tasks
Add Note to Entity
Create Opportunity
Create a project
Create Task
Update Contact
Find Contact
Find Milestone
List Parties
List opportunities
List projects
List tasks
List users
List teams
List pipelines
List milestones
List lost reasons
List boards
List stages
List track definitions
List task categories
List activity types
Send WhatsApp Template Message via Botse when New or Updated Contact in Capsule CRM
Use this flowCreate Contact in Botse when New or Updated Contact in Capsule CRM
Use this flowDelete Contact from Botse when New or Updated Contact in Capsule CRM
Use this flowSend WhatsApp Template Message via Botse when New or Updated Opportunity in Capsule CRM
Use this flowCreate Contact in Botse when New or Updated Opportunity in Capsule CRM
Use this flowDelete Contact from Botse when New or Updated Opportunity in Capsule CRM
Use this flowSend WhatsApp Template Message via Botse when New or Updated Project in Capsule-crm
Use this flowCreate Contact in Botse when New or Updated Project in Capsule-crm
Use this flowDelete Contact from Botse when New or Updated Project in Capsule-crm
Use this flowSend WhatsApp Template Message via Botse when New or Updated Task in Capsule-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Botse and Capsule CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Incoming Message
Runs when a new incoming message arrives for a chosen phone webhook.
New Message Delivered
Runs when a message is delivered to a selected phone webhook.
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
New or Updated Project
Triggers when a given action is performed on a Project.
New or Updated Task
Triggers when a given action is performed on a Task.
Do thisActions
Action is the task that follows automatically within your Botse integrations.
Send WhatsApp Template Message
Update template pagination to use the API paging cursor, disable unsupported search, use the connection base URL, reorder the preview, and refine field text.
Create Contact
Create new contact with custom fields
Delete Contact
Delete a contact from your contacts list.
Create Contact
Creates a new Person or Organisation.
Update Opportunity
Update an existing opportunity
List Tasks
Get a list of all tasks
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Botse
Botse is a cutting-edge platform designed to enhance customer interactions through AI-driven chatbots and automation tools. It empowers businesses to streamline communication, improve customer support, and boost engagement by leveraging intelligent bots that can handle a variety of tasks efficiently.
Learn moreSimilar apps
About Capsule CRM
CRM software helps sales teams enhance customer relationship management by centralizing customer information, tracking customer interactions across multiple platforms, and providing tools for effective contact management.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Botse and Capsule CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Botse and Capsule CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Capsule CRM. No coding required.
Yes. You can set up a workflow where Botse triggers actions in Capsule CRM, and a separate workflow where Capsule CRM triggers actions in Botse. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Botse and Capsule CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Botse and Capsule CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
