Connect Prefect and Capsule CRM
Integrate Prefect with Capsule CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Capsule CRM when New Flow Run Started in Prefect
Update Opportunity in Capsule CRM when New Flow Run Started in Prefect
List Tasks in Capsule-crm when New Flow Run Started in Prefect
Add Note to Entity in Capsule CRM when New Flow Run Started in Prefect
Create Opportunity in Capsule CRM when New Flow Run Started in Prefect
Popular Prefect + Capsule CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Prefect
When this happens...
New Flow Run Started
New Flow Run Finished
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 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 New Flow Run Started in Prefect
Use this flowUpdate Opportunity in Capsule CRM when New Flow Run Started in Prefect
Use this flowList Tasks in Capsule-crm when New Flow Run Started in Prefect
Use this flowAdd Note to Entity in Capsule CRM when New Flow Run Started in Prefect
Use this flowCreate Opportunity in Capsule CRM when New Flow Run Started in Prefect
Use this flowCreate a project in Capsule CRM when New Flow Run Started in Prefect
Use this flowCreate Task in Capsule-crm when New Flow Run Started in Prefect
Use this flowUpdate Contact in Capsule CRM when New Flow Run Started in Prefect
Use this flowFind Contact in Capsule-crm when New Flow Run Started in Prefect
Use this flowFind Milestone in Capsule-crm when New Flow Run Started in Prefect
Use this flowSupported Triggers & Actions
Everything you can automate between Prefect and Capsule CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Flow Run Started
Runs when a flow run starts, optionally only for chosen deployments.
New Flow Run Finished
Runs when a flow run finishes as completed, failed, crashed or cancelled, for chosen deployments.
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.
Do thisActions
Action is the task that follows automatically within your Prefect integrations.
Cancel Flow Run
Cancel a scheduled or running flow run.
Run Deployment
Start a flow run from a deployment, with optional parameters, tags and a scheduled start time.
Get Flow Run
Get the details and current state of a flow run.
List Flow Runs
List flow runs filtered by deployment, state, tags, name or time range.
Pause or Resume Deployment
Pause a deployment schedule or resume it so new runs are scheduled again.
Emit Event
Send a custom event to Prefect Cloud to trigger automations and deployments.
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 Prefect
Prefect is a workflow orchestration platform for building, running, and monitoring data pipelines and automations.
Learn moreSimilar apps
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 Prefect 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 Prefect 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 Prefect triggers actions in Capsule CRM, and a separate workflow where Capsule CRM triggers actions in Prefect. 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 Prefect and Capsule CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Prefect 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.
