Connect Capsule CRM and SendBird AI Chatbot 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!
Create a Bot
Create a User
Create open channel
Create Group Channel
Send Bot Message
Create a Schedule Message
Block a User
Ban a user from an open channels
Update a User
Delete a User
Register operators to an open channel
Register operators to an group channel
Unregister operators from an open channel
Unregister operators from a group channel
Leave all group channels
Create User Metadata
Update metadata
Delete User's Metadata
Update an open channel
Update a Group Channel
Delete an open channel
Delete a group channel
Join a channel
Leave a channel
Hide a channel
Update user's group channel invitation preference
Invite Members
Accept an invitation
Update default invitation preference
Decline an invitation
Create Channel Metadata
Update Channel Metadata
Delete Channel Metadata
Send a Text Message
Add emoji category
Update an emoji category URL
Delete an emoji category
Add emoji
Update an emoji URL
Delete an Emoji
Unblock a User
Mute a participant in an open channel
Mute a participant in a group channel
Unmute a participant in a group channel
Unmute a participant in an open channel
Ban a user from a group channels
Update banned user status of a group channel
Update banned user status of an open channel
Unban a participant from an open channel
Unban a member from a group channel
Freeze a group channel
Freeze an open channel
Update a Bot
Join channels
Leave channels
Delete a bot
Report a user
Report a Channel
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New Open Channel
Triggers when an open channel is created.
Do thisActions
Action is the task that follows automatically within your Capsule CRM integrations.
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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Frequently Asked Questions
To start, connect both your Capsule CRM and SendBird AI Chatbot accounts to viaSocket. Once connected, you can set up a workflow where an event in Capsule CRM triggers actions in SendBird AI Chatbot (or vice versa).
Absolutely. You can customize how Capsule CRM data is recorded in SendBird AI Chatbot. This includes choosing which data fields go into which fields of SendBird AI Chatbot, setting up custom formats, and filtering out unwanted information.
The data sync between Capsule CRM and SendBird AI Chatbot 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 SendBird AI Chatbot. 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 SendBird AI Chatbot
SendBird AI Chatbot is a powerful tool designed to enhance communication by integrating AI-driven chat capabilities into your applications. It allows businesses to automate customer interactions, provide instant support, and improve user engagement through intelligent conversation management.
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