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IntegrationsCapsule CRMAPI Connector
Capsule CRM + API Connector

Connect Capsule CRM and API Connector to Build Intelligent Automations

Choose a Trigger

Capsule CRM

When this happens...

Choose an Action

API Connector

Automatically do this!

Enable Integrations or automations with these events of Capsule CRM and API Connector

Enable Integrations or automations with these events of Capsule CRM and API Connector

Triggers

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 Capsule CRM

Actions

Create Contact

Create Contact

Creates a new Person or Organisation.

Update Opportunity

Update Opportunity

Update an existing opportunity

List Tasks

List Tasks

Get a list of all tasks

Add Note to Entity

Add Note to Entity

Adds a Note to an Entity.

Create Opportunity

Create Opportunity

Creates a new Opportunity.

Create a project

Create a project

Create a new Project

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
      Add Step
    • Notify team
      Workflow step icon
      SendMail
      Add Step
    • has react
      Workflow step icon
      SendDMMessage React
      Add Step
Continue from here
View Template

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Frequently Asked Questions

How do I start an integration between Capsule CRM and API Connector?

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

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

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

How often does the data sync between Capsule CRM and API Connector?

The data sync between Capsule CRM and API Connector 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 Capsule CRM to API Connector?

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 Capsule CRM and API Connector?

Yes, you can set conditional logic to control the flow of data between Capsule CRM and API Connector. 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.

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.

CRMSales and CRM
Learn More
API Connector

About API Connector

API Connector by apigrid.io is a powerful tool designed to simplify the process of integrating and managing APIs. It allows users to connect various applications and services seamlessly, enabling data exchange and automation across platforms. With its user-friendly interface, API Connector makes it easy for developers and businesses to create, test, and deploy API connections without extensive coding knowledge.

Developer ToolsIT Operations
Learn More

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