Connect viaSocket Table and Capsule CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Column Value Changes
New Row Is Added
Record Is Updated
Record Is Deleted
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 viaSocket Table and Capsule CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Column Value Changes
Runs when Column Value Changes
New Row Is Added
Runs when new row is added
Record Is Updated
Runs when record is updated
Record Is Deleted
Runs when record is deleted
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.
Do thisActions
Action is the task that follows automatically within your viaSocket Table integrations.
Add Rows To Table
Insert one or more rows
Update Table Rows
Update rows and attachments
Get Table Rows
Get table rows using filters
List Table Columns
Get all columns in a table
List All Rows From A Table
Retrieve all rows from a table
Upload Files to Record
Attach files by URL or Base64
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Frequently Asked Questions
To start, connect both your viaSocket Table and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in viaSocket Table triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how viaSocket Table 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 viaSocket Table 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 viaSocket Table 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 viaSocket Table
Dbdash is a comprehensive dashboard application designed to provide insights and analytics for your database. It enables users to visualize data and track key performance indicators effectively.
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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