Connect Calamari and Capsule CRM to Build Intelligent Automations

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Calamari

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Capsule CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New or Updated Contact

New or Updated Contact

Triggers when a given action is performed on a Person or Organisation.

New or Updated Opportunity

New or Updated Opportunity

Triggers when a given action is performed on an Opportunity.

New or Updated Project

New or Updated Project

Triggers when a given action is performed on a Project.

New or Updated Task

New or Updated Task

Triggers when a given action is performed on a Task.

New or Updated Users

New or Updated Users

Triggers when a given action is performed on a user.

Request a new Trigger for Calamari

Do thisActions

Action is the task that follows automatically within your Calamari integrations.

Create People

Create People

Creates a new People

Create Project Type

Create Project Type

Crerate a New Project type

Public Holiday For Employee

Public Holiday For Employee

Find public holidays for employee in dates range.

Search People

Search People

Search People by Email

Create Team

Create Team

Creates a new Team

Delete Team

Delete Team

Delete team

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Frequently Asked Questions

How do I start an integration between Calamari and Capsule CRM?

To start, connect both your Calamari and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Calamari triggers actions in Capsule CRM (or vice versa).

Can we customize how data from Calamari is recorded in Capsule CRM?

Absolutely. You can customize how Calamari data is recorded in Capsule CRM. This includes choosing which data fields go into which fields of Capsule CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Calamari and Capsule CRM?

The data sync between Calamari and Capsule CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Calamari to Capsule CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Calamari and Capsule CRM?

Yes, you can set conditional logic to control the flow of data between Calamari and Capsule CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Calamari

About Calamari

Calamari is a comprehensive HR management tool designed to streamline attendance tracking, leave management, and employee scheduling. It offers features such as clock-in/out, leave requests, and team calendar integration, making it ideal for businesses looking to enhance their human resources operations.

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Capsule CRM

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.

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