Connect Gtwy and Capsule CRM
Integrate Gtwy with Capsule CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Message to AI Agent using Gtwy when New or Updated Contact in Capsule CRM
Call AI Agent Instantly with Gtwy when New or Updated Contact in Capsule CRM
Create Alert Webhook in Gtwy when New or Updated Contact in Capsule CRM
Run AI Agent In Background with Gtwy when New or Updated Contact in Capsule CRM
Send Message to AI Agent using Gtwy when New or Updated Opportunity in Capsule CRM
Popular Gtwy + Capsule CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Gtwy
When this happens...
Error Alert
Missing Variable Alert
Retry Alert is Created
New Broadcast Response
Choose an action
Capsule CRM
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
Send Message to AI Agent using Gtwy when New or Updated Contact in Capsule CRM
Use this flowCall AI Agent Instantly with Gtwy when New or Updated Contact in Capsule CRM
Use this flowCreate Alert Webhook in Gtwy when New or Updated Contact in Capsule CRM
Use this flowRun AI Agent In Background with Gtwy when New or Updated Contact in Capsule CRM
Use this flowSend Message to AI Agent using Gtwy when New or Updated Opportunity in Capsule CRM
Use this flowCall AI Agent Instantly with Gtwy when New or Updated Opportunity in Capsule CRM
Use this flowCreate Alert Webhook in Gtwy when New or Updated Opportunity in Capsule CRM
Use this flowRun AI Agent In Background with Gtwy when New or Updated Opportunity in Capsule CRM
Use this flowSend Message to AI Agent using Gtwy when New or Updated Project in Capsule-crm
Use this flowCall AI Agent Instantly with Gtwy when New or Updated Project in Capsule-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Gtwy and Capsule CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Error Alert
Send an alert when an error occurs for one or more selected bridges.
Missing Variable Alert
Send an alert for selected bridges when required variables are missing, prompting you to correct the configuration.
Retry Alert is Created
Triggers when retry alert is created.
New Broadcast Response
Runs when new broadcast response is created.
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 Gtwy integrations.
Send Message to AI Agent
Send a message to an AI agent and receive its reply.
Call AI Agent Instantly
Send a query to an AI agent and get text or image responses.
Create Alert Webhook
Register webhook for errors
Run AI Agent In Background
Start an AI agent asynchronously and receive the result later. Responses may take a few minutes.
Create Contact
Creates a new Person or Organisation.
Update Opportunity
Update an existing opportunity
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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AI will build it for you
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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Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
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About Gtwy
Gtwy is a fully managed AI platform for building and running agents, real-time RAG, and chatbots with orchestration, memory, integrations, observability, and enterprise-grade infrastructure.
Learn more
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Gtwy and Capsule CRM 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 Gtwy and Capsule CRM 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 Capsule CRM. No coding required.
Yes. You can set up a workflow where Gtwy triggers actions in Capsule CRM, and a separate workflow where Capsule CRM triggers actions in Gtwy. 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 Gtwy and Capsule CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Gtwy and Capsule CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
