Connect Capsule CRM and Smartcat
Integrate Capsule CRM with Smartcat to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Delete the project in Smartcat when New or Updated Contact in Capsule CRM
Start processing the project statistics in Smartcat when New or Updated Contact in Capsule CRM
Enable or disable fuzzy matches in Smartcat when New or Updated Contact in Capsule CRM
Cancel project in Smartcat when New or Updated Contact in Capsule CRM
Restore project in Smartcat when New or Updated Contact in Capsule CRM
Popular Capsule CRM + Smartcat flows
Start from a real workflow other teams are already running.
Choose a trigger
Capsule CRM
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
Smartcat
Automatically do this!
Delete the project
Start processing the project statistics
Enable or disable fuzzy matches
Cancel project
Restore project
Complete project
Automatically assign all new documents/segments
Run the empty project folders deletion task
Set mode of access to perform work
Assign individual suppliers to perform task
Delete individual assignment
Set deadline for task
Delete the project in Smartcat when New or Updated Contact in Capsule CRM
Use this flowStart processing the project statistics in Smartcat when New or Updated Contact in Capsule CRM
Use this flowEnable or disable fuzzy matches in Smartcat when New or Updated Contact in Capsule CRM
Use this flowCancel project in Smartcat when New or Updated Contact in Capsule CRM
Use this flowRestore project in Smartcat when New or Updated Contact in Capsule CRM
Use this flowComplete project in Smartcat when New or Updated Contact in Capsule CRM
Use this flowAutomatically assign all new documents/segments in Smartcat when New or Updated Contact in Capsule CRM
Use this flowRun the empty project folders deletion task in Smartcat when New or Updated Contact in Capsule CRM
Use this flowSet mode of access to perform work in Smartcat when New or Updated Contact in Capsule CRM
Use this flowAssign individual suppliers to perform task in Smartcat when New or Updated Contact in Capsule CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Capsule CRM and Smartcat.
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.
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
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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
About Smartcat
Smartcat is an all-in-one platform connecting businesses and translators into a continuous translation delivery loop by combining a collaborative workflow solution, a marketplace, and a network of translation professionals.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Capsule CRM and Smartcat 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.
Yes. viaSocket uses instant triggers where available, so data moves between Capsule CRM and Smartcat as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Smartcat. No coding required.
Yes. You can set up a workflow where Capsule CRM triggers actions in Smartcat, and a separate workflow where Smartcat triggers actions in Capsule CRM. Both run independently and in real time.
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.
Yes, there is a free plan that covers basic workflows between Capsule CRM and Smartcat. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Capsule CRM and Smartcat integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
