Connect Together and Capsule CRM to Build Intelligent Automations

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Together

When this happens...

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Capsule CRM

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Actions and Triggers

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 Together

Do thisActions

Action is the task that follows automatically within your Together integrations.

Create image

Create image

Use an image model to generate an image for a given prompt.

Create Embedding

Create Embedding

Query an embedding model for a given string of text.

Create Inference

Create Inference

Create a Legacy/inference

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

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Frequently Asked Questions

How do I start an integration between Together and Capsule CRM?

To start, connect both your Together and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Together triggers actions in Capsule CRM (or vice versa).

Can we customize how data from Together is recorded in Capsule CRM?

Absolutely. You can customize how Together 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.

How often does the data sync between Together and Capsule CRM?

The data sync between Together and Capsule CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Together to Capsule CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Together and Capsule CRM?

Yes, you can set conditional logic to control the flow of data between Together 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.

Together

About Together

Together is an AI-powered platform designed to enhance team collaboration and communication. It leverages artificial intelligence to streamline workflows, improve productivity, and foster a more connected work environment. With features that support team chat, project management, and task coordination, Together aims to transform how teams work together, making collaboration more efficient and effective.

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Capsule CRM

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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