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Capsule CRM

Capsule CRM

Create integrations between Capsule CRM and your favorite App

Create effective Capsule CRM automations in minutes by using pre-made templates that are customized for your needs

Select Any App to connect with Capsule CRM

Capsule CRM

Capsule CRM

docmosis

docmosis

Docmosis is a template-based document generation service. Create custom letters, contracts or reports, in PDF or DOCX formats, from MS Word templates.

docdroid

docdroid

DocDroid is a document sharing platform. Distribute your PDFs, DOCs and presentations easily using a public URL.

dixa

dixa

Dixa is omnichannel customer service software that unifies voice, email, chat, and messaging apps into one single platform.

Dispute Panda

Dispute Panda

DisputePanda is an AI-powered credit repair engine that will deliver a whole new experience and revolutionize the way you service your clients.

Digital Ocean

Digital Ocean

DigitalOcean is a cloud computing platform to quickly deploy virtual machines—with your custom code, or with a one-click app—manage storage, balance loads, and run it all from one place.

docscloud

docscloud

DocsCloud is a web-based software platform that helps you create web forms, generate filled documents, get the documents signed & publish documents almost anything.

delay

delay

Put your Actions on hold for a specified amount of time before sending data to another app. You can set up scheduled emails, get notified of incomplete tasks, send automatic follow-ups, and automate other tasks on your timeline.

defastra

defastra

Defastra offers data enrichment & fraud prevention services aimed at restoring trust and fighting fake identities.

dedoco

dedoco

Dedoco is a digital document and signing solution that transforms the way enterprises manage digital workflows, while issuing trusted, verifiable documents and credentials.

Deadline Funnel

Deadline Funnel

Gives your prospects a unique, authentic deadline so they have a reason to buy now

dathuis

dathuis

DatHuis is a marketing automation platform for professionals working in residental real estate. With DatHuis you can generate leads and turn leads into customers.

Dataclay

Dataclay

QUE is the optimal API that leverages the full capabilities of Templater for Adobe After Effects to produce dynamic video content.

Actions and Triggers

When this happensTriggers

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

Do thisActions

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

Real-World Use Cases of Capsule CRM Integrations

See how Capsule CRM integrates with popular apps to automate tasks and streamline your workflow.

Sync records with external applications and databases
Generate detailed reports and dashboards from data
Track project progress and task statuses in real-time
Manage and organize data efficiently with custom views
Integrate with collaboration tools for seamless workflows
Automate notifications and alerts based on data changes
Collaborate on data management and analysis with teams
  • Integrate capsule-crm with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and capsule-crm databases.
  • Integrate capsule-crm with MySQL to automatically sync records, facilitating seamless data exchange between capsule-crm and your SQL databases.

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Frequently asked questions

  • How do you map data in viaSocket workflows?
  • 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.
  • How does viaSocket handle errors or exceptions in automated workflows?
  • viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
  • Is it possible to customize automated workflows according to my business needs?
  • 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.
  • What happens if one of the connected apps changes its API or functionality?
  • 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.
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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viaSocket

About viaSocket

viasocket is an innovative and versatile workflow automation platform designed to streamline and simplify the integration of your favorite applications and to

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