Connect SuperSaaS and Capsule CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New User
New Appointment
Appointment Changes
User Is Created, Updated, or Deleted
New Form
Credit Purchase
Send Mail
Reminder or Follow Up Arrives
Choose an Action
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
Ready to use SuperSaaS and Capsule CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User
Runs when user creates new login
New Appointment
Runs when new appointment is created
Appointment Changes
Runs when appointment is created, changed, or deleted
User Is Created, Updated, or Deleted
Runs when User Is Created, Updated, or Deleted
New Form
Runs when Stand-Alone Form Is Submitted
Credit Purchase
Runs when credit purchase
Do thisActions
Action is the task that follows automatically within your SuperSaaS integrations.
Create Contact
Creates a new Person or Organisation.
Update Opportunity
Update an existing opportunity
List Tasks
Get a list of all tasks
Add Note to Entity
Adds a Note to an Entity.
Create Opportunity
Creates a new Opportunity.
Create a project
Create a new Project
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Frequently Asked Questions
To start, connect both your SuperSaaS and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in SuperSaaS triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how SuperSaaS data is recorded in Capsule CRM. This includes choosing which data fields go into which fields of Capsule CRM, setting up custom formats, and filtering out unwanted information.
The data sync between SuperSaaS and Capsule CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between SuperSaaS and Capsule CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About SuperSaaS
Online appointment scheduling for any type of business. Flexible and affordable booking software that can be integrated into any site.
Learn MoreAbout 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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