Integrations Status Hero Capsule CRM
Status Hero + Capsule CRM
Full list

Supported Triggers & Actions

Everything you can automate between Status Hero and Capsule CRM.

When this happensTriggers

A trigger is an event that starts a workflow.

New or Updated Contact

New or Updated Contact

Triggers when a given action is performed on a Person or Organisation.

New or Updated Opportunity

New or Updated Opportunity

Triggers when a given action is performed on an Opportunity.

New or Updated Project

New or Updated Project

Triggers when a given action is performed on a Project.

New or Updated Task

New or Updated Task

Triggers when a given action is performed on a Task.

New or Updated Users

New or Updated Users

Triggers when a given action is performed on a user.

Request a new Trigger for Status Hero

Do thisActions

Action is the task that follows automatically within your Status Hero integrations.

Create Team Holiday

Create Team Holiday

Creates a team-wide holiday for your team.

Record Member Absence

Record Member Absence

Records leave, vacation, or absence for a team member.

Record an Activity

Record an Activity

Records an activity and adds it to the next check-in for a specific team member.

Create Contact

Create Contact

Creates a new Person or Organisation.

Update Opportunity

Update Opportunity

Update an existing opportunity

List Tasks

List Tasks

Get a list of all tasks

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Capsule CRM
Capsule CRM + Status Hero
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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.

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Frequently Asked Questions

How do I connect Status Hero and Capsule CRM?

Sign up for a free viaSocket account, then authorize both your Status Hero 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Status Hero and Capsule CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Status Hero to Capsule CRM?

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.

Can the integration run in both directions?

Yes. You can set up a workflow where Status Hero triggers actions in Capsule CRM, and a separate workflow where Capsule CRM triggers actions in Status Hero. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Status Hero and Capsule CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Status Hero 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.