Connect Flutterwave and Capsule CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Transfer
New Subscription
Subscription Cancelled
New Transactions
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 Flutterwave and Capsule CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Transfer
Triggers when a new transfer is added.
New Subscription
Triggers when a new subscription is created in Flutterwave.
Subscription Cancelled
Triggers when a subscription is cancelled in Flutterwave.
New Transactions
Triggers when a new transaction is added.
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.
Do thisActions
Action is the task that follows automatically within your Flutterwave integrations.
Create Transfer
Initiate a money transfer to a beneficiary's bank account via Flutterwave and queue it for processing.
Create Recurring Payment Plan
Create a recurring plan that charges customers a fixed amount on a schedule, with an optional end date.
Find Transfer
Retrieve a Flutterwave transfer's details using a transfer ID or reference. Returns the transfer record or a clear 'not found' message.
Find Transaction
Find a Flutterwave transaction by transaction ID or reference and return its details. If no transaction is found, returns a clear message.
Create Contact
Creates a new Person or Organisation.
Update Opportunity
Update an existing opportunity
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Frequently Asked Questions
To start, connect both your Flutterwave and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Flutterwave triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how Flutterwave 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 Flutterwave 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 Flutterwave 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 Flutterwave
Flutterwave is a payment gateway that allows businesses, developers, individual, and organisations to collect one-time and recurring payments, disburse payments, perform customer KYC and sell bill services.
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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