Connect Recall.ai and Capsule CRM
Integrate Recall.ai 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 Recording Becomes Ready in Recall.ai
Update Opportunity in Capsule CRM when New Recording Becomes Ready in Recall.ai
List Tasks in Capsule-crm when New Recording Becomes Ready in Recall.ai
Add Note to Entity in Capsule CRM when New Recording Becomes Ready in Recall.ai
Create Opportunity in Capsule CRM when New Recording Becomes Ready in Recall.ai
Popular Recall.ai + Capsule CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Recall.ai
When this happens...
New Recording Becomes Ready
New Transcript Completed
New Webhook Event
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 New Recording Becomes Ready in Recall.ai
Use this flowUpdate Opportunity in Capsule CRM when New Recording Becomes Ready in Recall.ai
Use this flowList Tasks in Capsule-crm when New Recording Becomes Ready in Recall.ai
Use this flowAdd Note to Entity in Capsule CRM when New Recording Becomes Ready in Recall.ai
Use this flowCreate Opportunity in Capsule CRM when New Recording Becomes Ready in Recall.ai
Use this flowCreate a project in Capsule CRM when New Recording Becomes Ready in Recall.ai
Use this flowCreate Task in Capsule-crm when New Recording Becomes Ready in Recall.ai
Use this flowUpdate Contact in Capsule CRM when New Recording Becomes Ready in Recall.ai
Use this flowFind Contact in Capsule-crm when New Recording Becomes Ready in Recall.ai
Use this flowFind Milestone in Capsule-crm when New Recording Becomes Ready in Recall.ai
Use this flowSupported Triggers & Actions
Everything you can automate between Recall.ai and Capsule CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Recording Becomes Ready
Runs when a recording becomes ready and its media is available; you can set the lookback window (minutes).
New Transcript Completed
Runs when a transcript finishes processing.
New Webhook Event
Runs when Recall.ai sends a bot, recording or transcript status event to your webhook.
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 Recall.ai integrations.
Get Bot
Get a bot with its status history, recordings and download links.
List Bots
List bots filtered by status, platform, meeting link or join time.
Update Scheduled Bot
Change the name, join time, meeting link or settings of a bot that has not joined yet.
Send Bot to Meeting
Send a bot to a Zoom, Google Meet, Teams or Webex meeting now or at a set time to record and transcribe it.
Delete Scheduled Bot
Delete a scheduled bot that has not joined its meeting yet.
Send Chat Message
Send a chat message from a bot into its meeting.
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 Recall.ai
Recall.ai provides developer APIs for recording, transcribing, and analyzing meetings across Zoom, Google Meet, Microsoft Teams, Webex and more. Send meeting bots, get recordings and transcripts, and schedule bots from connected calendars.
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 Recall.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 Recall.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 Recall.ai triggers actions in Capsule CRM, and a separate workflow where Capsule CRM triggers actions in Recall.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 Recall.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 Recall.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.
