Connect Presentations.AI and Capsule CRM
Integrate Presentations.AI with Capsule CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Contact in Capsule-crm when New Deck in Presentations-ai
List Boards in Capsule CRM when New Deck in Presentations-ai
List Pipelines from Capsule CRM when New Deck in Presentations-ai
List Task Categories from Capsule CRM when New Deck in Presentations-ai
List Milestones from Capsule CRM when New Deck in Presentations-ai
Popular Presentations.AI + Capsule CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Presentations.AI
When this happens...
New Deck
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
Find Contact in Capsule-crm when New Deck in Presentations-ai
Use this flowList Boards in Capsule CRM when New Deck in Presentations-ai
Use this flowList Pipelines from Capsule CRM when New Deck in Presentations-ai
Use this flowList Task Categories from Capsule CRM when New Deck in Presentations-ai
Use this flowList Milestones from Capsule CRM when New Deck in Presentations-ai
Use this flowList Stages in Capsule CRM when New Deck in Presentations-ai
Use this flowList Teams in Capsule CRM when New Deck in Presentations-ai
Use this flowList Tasks in Capsule-crm when New Deck in Presentations-ai
Use this flowCreate Task in Capsule-crm when New Deck in Presentations-ai
Use this flowFind Milestone in Capsule-crm when New Deck in Presentations-ai
Use this flowSupported Triggers & Actions
Everything you can automate between Presentations.AI and Capsule CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Deck
Runs when a new deck with slides appears in your workspace, optionally within a chosen project.
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 Presentations.AI integrations.
Find Decks
List, search, or get a deck by ID, including its exports.
Generate Outline
Generate an editable slide-by-slide outline from a prompt or source material.
Create Deck
Generate a finished slide deck from a prompt, source text or files, or an edited outline.
Get Deck Generation Status
Check progress of a deck generation and get the download link once it completes.
Create Share Link
Enable a public share link for a deck and get its URL.
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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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 Presentations.AI
Presentations.AI turns a prompt, documents or an outline into a finished, designed slide deck (PPTX, PDF or images).
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 Presentations.AI 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 Presentations.AI 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 Presentations.AI triggers actions in Capsule CRM, and a separate workflow where Capsule CRM triggers actions in Presentations.AI. 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 Presentations.AI and Capsule CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Presentations.AI 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.
