Connect Workzappy and Capsule CRM
Integrate Workzappy with Capsule CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
New Task in Workzappy when New or Updated Contact in Capsule CRM
New Project in Workzappy when New or Updated Contact in Capsule CRM
New Phase in Workzappy when New or Updated Contact in Capsule CRM
New Tag in Workzappy when New or Updated Contact in Capsule CRM
Remove Task hold in Workzappy when New or Updated Contact in Capsule CRM
Popular Workzappy + Capsule CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Workzappy
When this happens...
- Request a new Trigger for Workzappy
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
New Task in Workzappy when New or Updated Contact in Capsule CRM
Use this flowNew Project in Workzappy when New or Updated Contact in Capsule CRM
Use this flowNew Phase in Workzappy when New or Updated Contact in Capsule CRM
Use this flowNew Tag in Workzappy when New or Updated Contact in Capsule CRM
Use this flowRemove Task hold in Workzappy when New or Updated Contact in Capsule CRM
Use this flowEnable Organization User in Workzappy when New or Updated Contact in Capsule CRM
Use this flowDisable Organization User in Workzappy when New or Updated Contact in Capsule CRM
Use this flowChange Project Members Role in Workzappy when New or Updated Contact in Capsule CRM
Use this flowAdd Project Member in Workzappy when New or Updated Contact in Capsule CRM
Use this flowNew Task in Workzappy when New or Updated Opportunity in Capsule CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Workzappy and Capsule CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
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 Workzappy integrations.
New Task
Create a new task.
New Project
Create a new Project.
New Phase
Create a new phase(sprint) for your project
New Tag
Create a New tag.
Remove Task hold
Remove a specific Task.
Enable Organization User
Enable Organization User.
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 Workzappy
Workzappy is a comprehensive platform designed to enhance productivity and streamline project management for teams and businesses. It offers a suite of tools that facilitate task management, collaboration, and communication, ensuring that projects are completed efficiently and effectively.
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 Workzappy 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 Workzappy 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 Workzappy triggers actions in Capsule CRM, and a separate workflow where Capsule CRM triggers actions in Workzappy. 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 Workzappy and Capsule CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Workzappy 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.
