Connect CLAID.AI and Capsule CRM to Build Intelligent Automations

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CLAID.AI

When this happens...

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Capsule CRM

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Actions and Triggers

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.

Request a new Trigger for CLAID.AI

Do thisActions

Action is the task that follows automatically within your CLAID.AI integrations.

List Storage Types

List Storage Types

Retrieves a list of storage types supported by Claid.

List Storages

List Storages

Retrieves a list of storages connected to your Claid account.

Create Storage

Create Storage

Create a new Claid Storage

Get storage by ID

Get storage by ID

Retrieves information about particular storage.

Delete Storage

Delete Storage

Disconnects storage from Claid. Note: It doesn't delete your bucket on your cloud platform.

Update Storage

Update Storage

Changes storage name, type, and/or parameters.

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Frequently Asked Questions

How do I start an integration between CLAID.AI and Capsule CRM?

To start, connect both your CLAID.AI and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in CLAID.AI triggers actions in Capsule CRM (or vice versa).

Can we customize how data from CLAID.AI is recorded in Capsule CRM?

Absolutely. You can customize how CLAID.AI data is recorded in Capsule CRM. This includes choosing which data fields go into which fields of Capsule CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between CLAID.AI and Capsule CRM?

The data sync between CLAID.AI and Capsule CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from CLAID.AI to Capsule CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between CLAID.AI and Capsule CRM?

Yes, you can set conditional logic to control the flow of data between CLAID.AI and Capsule CRM. 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.

CLAID.AI

About CLAID.AI

CLAID.AI is a cutting-edge platform that leverages artificial intelligence to enhance and optimize image processing and editing. It offers advanced tools for image enhancement, background removal, and other photo editing tasks, making it an essential tool for photographers, designers, and content creators.

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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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