Connect Phrase and Capsule CRM
Integrate Phrase with Capsule CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Start a Job in Phrase when New or Updated Contact in Capsule CRM
Complete a Job in Phrase when New or Updated Contact in Capsule CRM
Delete a Job in Phrase when New or Updated Contact in Capsule CRM
Create a Job Comment in Phrase when New or Updated Contact in Capsule CRM
Delete a Job Comment in Phrase when New or Updated Contact in Capsule CRM
Popular Phrase + Capsule CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Phrase
When this happens...
Job Created
Job Started
Job Completed
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
Start a Job in Phrase when New or Updated Contact in Capsule CRM
Use this flowComplete a Job in Phrase when New or Updated Contact in Capsule CRM
Use this flowDelete a Job in Phrase when New or Updated Contact in Capsule CRM
Use this flowCreate a Job Comment in Phrase when New or Updated Contact in Capsule CRM
Use this flowDelete a Job Comment in Phrase when New or Updated Contact in Capsule CRM
Use this flowUpdate a Job Comment in Phrase when New or Updated Contact in Capsule CRM
Use this flowLock a Job in Phrase when New or Updated Contact in Capsule CRM
Use this flowUnlock a Job in Phrase when New or Updated Contact in Capsule CRM
Use this flowStart a Job in Phrase when New or Updated Opportunity in Capsule CRM
Use this flowComplete a Job in Phrase when New or Updated Opportunity in Capsule CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Phrase and Capsule CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Job Created
Triggers when a Phrase Job has been created, but not yet started.
Job Started
Triggers when a Phrase Job is marked as in-progress.
Job Completed
Triggers when a Phrase Job has been marked as completed.
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.
Do thisActions
Action is the task that follows automatically within your Phrase integrations.
Start a Job
Starts an existing job that is in draft state.
Complete a Job
Completed a job that is in the 'in_progress' state.
Delete a Job
Delete's a job from phrase.
Create a Job Comment
Creates a new comment in the specified job.
Delete a Job Comment
This action will delete a comment from the specified job.
Update a Job Comment
This action updates a comment to a specific job.
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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From idea to automation.
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 Phrase
Phrase is a comprehensive localization management platform that streamlines the translation and localization process for businesses, enabling them to reach global audiences effectively.
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Phrase 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 Phrase 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 Phrase triggers actions in Capsule CRM, and a separate workflow where Capsule CRM triggers actions in Phrase. 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 Phrase and Capsule CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Phrase 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.
