IntegrationsCapsule CRMlexamica
Capsule CRM + lexamica

Connect Capsule CRM and lexamica to Build Intelligent Automations

Choose a Trigger

Capsule CRM

When this happens...

Choose an Action

lexamica

Automatically do this!

Enable Integrations or automations with these events of Capsule CRM and lexamica

Enable Integrations or automations with these events of Capsule CRM and lexamica

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

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Frequently Asked Questions

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

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

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

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

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

The data sync between Capsule CRM and lexamica 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 lexamica?

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 lexamica?

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

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lexamica

About lexamica

Lexamica is the first platform dedicated to legal referrals.

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