Connect Capsule CRM and Unify 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 Assistant
Update an Assistant
Delete an Assistant
Create Project
Rename Project
Creates Context
Delete Context
Rename Context
Create Context Artifacts
Create Log
Add a call recording for an assistant
Delete a recording
Create a new voice record
Create Favorite
Updater Favorite
Delete a Favorite
Delete a Project
Rename a Project
Create Artifacts
Delete an Artifact
Ready to use Capsule CRM and Unify automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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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 Assistant
Triggers when a new assistant 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 Unify accounts to viaSocket. Once connected, you can set up a workflow where an event in Capsule CRM triggers actions in Unify (or vice versa).
Absolutely. You can customize how Capsule CRM data is recorded in Unify. This includes choosing which data fields go into which fields of Unify, setting up custom formats, and filtering out unwanted information.
The data sync between Capsule CRM and Unify 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 Unify. 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 Unify
Unify is a cutting-edge platform that leverages artificial intelligence to streamline and enhance various business processes. It offers tools and solutions that integrate AI capabilities into existing workflows, enabling businesses to optimize operations, improve decision-making, and drive innovation.
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