Connect Dumpling AI and Capsule CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Dumpling AI
Choose an Action
Automatically do this!
Create Contact
Update Opportunity
List Tasks
Add Note to Entity
Create Opportunity
Create a project
Create Task
Update Contact
Find Contact
Find Milestone
List Parties
List opportunities
List projects
List tasks
List users
List teams
List pipelines
List milestones
List lost reasons
List boards
List stages
List track definitions
List task categories
List activity types
Ready to use Dumpling AI and Capsule CRM automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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.
Do thisActions
Action is the task that follows automatically within your Dumpling AI integrations.
Convert DOCX to Text
Converts DOCX files to text
Convert to PDF
Convert various document formats to PDF
Convert a document to Text
Converts DOCX or PDF files to text
Crawl Website
crawls a website
Extract Data from Audio Files
Extract structured data from one or more audio files with multimodal AI
Extract Data from Document
Extract structured data from one or more files with multimodal AI
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Frequently Asked Questions
To start, connect both your Dumpling AI and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Dumpling AI triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how Dumpling 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.
The data sync between Dumpling AI and Capsule CRM 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 Dumpling 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.
About Dumpling AI
Dumpling AI is an innovative platform that leverages artificial intelligence to provide advanced solutions for various industries. It offers tools and services that enhance productivity, streamline processes, and deliver intelligent insights to help businesses make data-driven decisions.
Learn MoreAbout 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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