Connect Skyvern and Capsule CRM
Integrate Skyvern 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 or Updated Skyvern Workflow in Skyvern
Update Opportunity in Capsule CRM when New or Updated Skyvern Workflow in Skyvern
List Tasks in Capsule-crm when New or Updated Skyvern Workflow in Skyvern
Add Note to Entity in Capsule CRM when New or Updated Skyvern Workflow in Skyvern
Create Opportunity in Capsule CRM when New or Updated Skyvern Workflow in Skyvern
Popular Skyvern + Capsule CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Skyvern
When this happens...
New or Updated Skyvern Workflow
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 or Updated Skyvern Workflow in Skyvern
Use this flowUpdate Opportunity in Capsule CRM when New or Updated Skyvern Workflow in Skyvern
Use this flowList Tasks in Capsule-crm when New or Updated Skyvern Workflow in Skyvern
Use this flowAdd Note to Entity in Capsule CRM when New or Updated Skyvern Workflow in Skyvern
Use this flowCreate Opportunity in Capsule CRM when New or Updated Skyvern Workflow in Skyvern
Use this flowCreate a project in Capsule CRM when New or Updated Skyvern Workflow in Skyvern
Use this flowCreate Task in Capsule-crm when New or Updated Skyvern Workflow in Skyvern
Use this flowUpdate Contact in Capsule CRM when New or Updated Skyvern Workflow in Skyvern
Use this flowFind Contact in Capsule-crm when New or Updated Skyvern Workflow in Skyvern
Use this flowFind Milestone in Capsule-crm when New or Updated Skyvern Workflow in Skyvern
Use this flowSupported Triggers & Actions
Everything you can automate between Skyvern and Capsule CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New or Updated Skyvern Workflow
Fetch Skyvern workflows created or updated within the specified recent time window and return them newest first.
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 Skyvern integrations.
Run a Workflow
Launch a Skyvern workflow run using a workflow ID and optional title, proxy location, webhook, and browser address. Returns the run ID, status, and a link to view the run.
Create and Run Task
Create and start a Skyvern task for a URL and prompt, then return the task ID, initial status, and task link.
Get a Task
Fetch the full details of a specific task by its Task ID.
Start Browser Session
Start a new browser session and optionally configure timeout, proxy location, browser type, extensions, browser profile, and live view.
Create Folder
Create a new folder to organize files and projects in Skyvern.
Find Folders
Retrieve folders: list all, search by keyword, paginate results, or get a folder by ID.
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 Skyvern
Skyvern is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Skyvern offers a suite of tools that cater to various business needs, from project management to team collaboration. Its robust features are tailored to streamline workflows, improve communication, and drive efficiency across teams.
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 Skyvern 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 Skyvern 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 Skyvern triggers actions in Capsule CRM, and a separate workflow where Capsule CRM triggers actions in Skyvern. 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 Skyvern and Capsule CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Skyvern 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.
