Full list

Supported Triggers & Actions

Everything you can automate between Capsule CRM and PayHere.

When this happensTriggers

A trigger is an event that starts a workflow.

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.

Payment Received

Payment Received

Triggers when a payment is received.

Do thisActions

Action is the task that follows automatically within your Capsule CRM integrations.

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

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Capsule CRM
Capsule CRM + PayHere
Capsule CRM logo

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 more
Integrations PayHere
PayHere + Capsule CRM
PayHere logo

About PayHere

PayHere is a comprehensive online payment gateway service that facilitates seamless and secure transactions for businesses and individuals in Sri Lanka. It supports multiple payment methods, including credit cards, mobile payments, and bank transfers, making it easier for users to manage their financial transactions online.

Learn more

Frequently Asked Questions

How do I connect Capsule CRM and PayHere?

Sign up for a free viaSocket account, then authorize both your Capsule CRM and PayHere accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Capsule CRM and PayHere as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Capsule CRM to PayHere?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach PayHere. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Capsule CRM triggers actions in PayHere, and a separate workflow where PayHere triggers actions in Capsule CRM. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Capsule CRM and PayHere. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Capsule CRM and PayHere integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.