Capsule CRM integrations
Use Nekton to connect Capsule CRM with thousands of other services, and automate your day-to-day tasks. Describe what you want to automate in plain language, and Nekton AI will create automation for you.
Automate Capsule CRM integrations with Nekton
By default, Capsule has the option to send a daily task reminder email with all the tasks that are due on that day. However, if you'd like to be notified of tasks tha...
Create automations that integrate Capsule CRM with other services
Nekton AI can integrate Capsule CRM with many online apps and tools.
Here are some popular integrations you can try to automate your Capsule CRM workflows:
Capsule CRM actions
Nekton can use any feature that is available in Capsule CRM API.
Using our advanced AI, you can easily create custom automations for Capsule CRM.
Here are some typical actions you can do in your automated workflows.
Create Project
Creates a new Project.
Add Tag to Entity
Adds a Tag to an Entity.
Create Contact
Creates a new Person or Organisation.
App Extensions (Beta)
Performs an API call using an App Extension (Beta) entry, which you can select or create, later within this Flow's setup. App Extensions (Beta) can be reused across multiple flows and are managed centrally through the App Extensions (Beta) builder.
Find Project
Finds a Project.
Find Opportunity
Finds a Opportunity.
Find Stage
Finds a Stage.
Find or Create Opportunity
Find a Opportunity, or Create if one does not exist.
Add Note to Entity
Adds a Note to an Entity.
Create Opportunity
Creates a new Opportunity.
Create Task
Creates a new Task.
API Request (Beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication. This is useful if an application has an API endpoint that Nekton doesn't implement yet. You will be expected to read and utilize the API documentation provided by the application. Further, if the application changes their API, you will be expected to make the appropriate fixes and updates.
Find Milestone
Finds a Milestone.
Find Contact
Finds a Person or Organisation.
Find or Create Project
Find a Project, or Create if one does not exist.
Find or Create Contact
Find a Person or Organisation, or Create if one does not exist.
New or Updated Project
Triggers when a given action is performed on a Project.
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
About Capsule CRM
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.