Connect Capsule CRM and Mem AI to Build Intelligent Automations
Choose a Trigger
When this happens...
New or Updated Contact
New or Updated Opportunity
New or Updated Project
New or Updated Task
New or Updated Users
Choose an Action
Automatically do this!
- Request a new Action for Mem AI
Enable Integrations or automations with these events of Capsule CRM and Mem AI
Enable Integrations or automations with these events of Capsule CRM and Mem AI
Triggers
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.
New or Updated Users
Triggers when a given action is performed on a user.
Actions
Create Contact
Creates a new Person or Organisation.
Update Opportunity
Update an existing opportunity
List Tasks
Get a list of all tasks
Add Note to Entity
Adds a Note to an Entity.
Create Opportunity
Creates a new Opportunity.
Create a project
Create a new Project
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Capsule CRM and Mem AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Capsule CRM triggers actions in Mem AI (or vice versa).
Absolutely. You can customize how Capsule CRM data is recorded in Mem AI. This includes choosing which data fields go into which fields of Mem AI, setting up custom formats, and filtering out unwanted information.
The data sync between Capsule CRM and Mem AI typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Capsule CRM and Mem AI. 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.
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 MoreAbout Mem AI
Mem.ai is an advanced note-taking and knowledge management platform that leverages artificial intelligence to help users organize, retrieve, and share information effortlessly. It enhances productivity by offering smart suggestions, seamless integration with other tools, and a user-friendly interface for capturing and managing notes.
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