Connect Kuration and Capsule CRM
Integrate Kuration with Capsule CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Capsule CRM when When a project is created or updated in Kuration
Update Opportunity in Capsule CRM when When a project is created or updated in Kuration
List Tasks in Capsule-crm when When a project is created or updated in Kuration
Add Note to Entity in Capsule CRM when When a project is created or updated in Kuration
Create Opportunity in Capsule CRM when When a project is created or updated in Kuration
Popular Kuration + Capsule CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Kuration
When this happens...
When a project is created or updated
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
Create Contact in Capsule CRM when When a project is created or updated in Kuration
Use this flowUpdate Opportunity in Capsule CRM when When a project is created or updated in Kuration
Use this flowList Tasks in Capsule-crm when When a project is created or updated in Kuration
Use this flowAdd Note to Entity in Capsule CRM when When a project is created or updated in Kuration
Use this flowCreate Opportunity in Capsule CRM when When a project is created or updated in Kuration
Use this flowCreate a project in Capsule CRM when When a project is created or updated in Kuration
Use this flowCreate Task in Capsule-crm when When a project is created or updated in Kuration
Use this flowUpdate Contact in Capsule CRM when When a project is created or updated in Kuration
Use this flowFind Contact in Capsule-crm when When a project is created or updated in Kuration
Use this flowFind Milestone in Capsule-crm when When a project is created or updated in Kuration
Use this flowSupported Triggers & Actions
Everything you can automate between Kuration and Capsule CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
When a project is created or updated
Runs the workflow automatically whenever any project is created or updated in the account.
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 Kuration integrations.
Create Project From Builder
Create a new project using a saved builder's configuration and optional form inputs.
List Project Builders
Retrieve project builders for viewing, filtering, or syncing to your tools.
Find Projects
Retrieve projects from your account or fetch a project's details. Supports name search, creation date filters, and record limits.
Add Company to Project
Add a company's details to a selected project.
List Project Rows
Get one or more rows from a project. Fetch a specific row or list rows with filters, sorting, pagination, and optionally flatten company fields into top-level values.
Create Contact
Creates a new Person or Organisation.
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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About Kuration
Kuration is an AI-powered B2B data research and enrichment platform that builds custom prospect databases you own. Its AlexAI agent extracts companies and decision‑makers from 200+ live sources—event pages, directories, PDFs, Google Maps, and registries—then enriches, verifies, de‑duplicates, and syncs them to your CRM and outreach tools. Use it via web app, API, or MCP to get verified emails/phones, global multi‑language coverage, and auto‑refreshing lists.
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 Kuration 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 Kuration 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 Kuration triggers actions in Capsule CRM, and a separate workflow where Capsule CRM triggers actions in Kuration. 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 Kuration and Capsule CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Kuration 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.
