Capsule CRM Integrations
EffiAI lets you connect Capsule CRM with the most popular apps, so you can automate your work and have more time for what matters most - no code required.
Start freeCapsule CRM Triggers
New Case
Fires when a new case (project) is created in Capsule CRM.
InstantNew Task
Fires when a new task is created.
InstantNew Opportunity
Fires when a new opportunity is created.
InstantNew Project
Fires when a project is created.
InstantCapsule CRM Actions
Create Contact
Create a new Person or Organisation in Capsule CRM.
Create Opportunity
Create a new Opportunity in Capsule CRM.
Create Task
Create a new Task in Capsule CRM.
Add Note to Entity
Add a comment/note to an entity (e.g., contact, opportunity, project).
Find Project
Find a Project by search criteria.
Update Contact
Update fields on an existing Person or Organisation.
Create Project
Create a new Project in Capsule CRM.
Update Opportunity
Update an existing Opportunity in Capsule CRM.
Find Contact
Find a Person by search criteria.
Find Opportunity
Find an Opportunity by search criteria.