Easily connect Capsule CRM with the apps you use every day. Build and manage Capsule CRM automations
to simplify work and streamline communication. Pick from thousands of available Capsule CRM integrations
or customize new ones through our automation platform.
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viaSocket makes it simple to connectCapsule CRM integrations and automate repetitive tasks.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a given action is performed on a Person or Organisation.
Triggers when a given action is performed on an Opportunity.
Triggers when a given action is performed on a Project.
Triggers when a given action is performed on a Task.
Triggers when a given action is performed on a user.
Action is the task that follows automatically within your Capsule CRM app integrations.
Creates a new Person or Organisation.
Update an existing opportunity
Get a list of all tasks
Adds a Note to an Entity.
Creates a new Opportunity.
Create a new Project
See how Capsule CRM integrates with popular apps to automate tasks and streamline your workflow.
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
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 MoreviaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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