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Capsule CRM integration

Create, update and find contacts, opportunities and projects in Capsule CRM, and add tasks and notes.

4 triggers · 10 actions
Connect Capsule CRM freeSee what you can automate

Build it by describing it

Type a sentence like this and the copilot builds, validates and simulates the workflow.
When “New Case” happens in Capsule CRM, check the details with AI, then “Create Contact” and tell my team in Slack.
  • Simulated before it goes live
  • Fixes proposed when something breaks
  • One credit per run

Triggers

Start a workflow when this happens
  • WHEN
    New Case

    Fires when a new case (project) is created in Capsule CRM.

  • WHEN
    New Opportunity

    Fires when a new opportunity is created.

  • WHEN
    New Task

    Fires when a new task is created.

  • WHEN
    New Project

    Fires when a project is created.

Actions

Then Calibra can do this for you
  • DO
    Create Contact

    Create a new Person or Organisation in Capsule CRM.

  • DO
    Update Contact

    Update fields on an existing Person or Organisation.

  • DO
    Create Opportunity

    Create a new Opportunity in Capsule CRM.

  • DO
    Create Project

    Create a new Project in Capsule CRM.

  • DO
    Create Task

    Create a new Task in Capsule CRM.

  • DO
    Update Opportunity

    Update an existing Opportunity in Capsule CRM.

  • DO
    Add Note to Entity

    Add a comment/note to an entity (e.g., contact, opportunity, project).

  • DO
    Find Contact

    Find a Person by search criteria.

  • DO
    Find Project

    Find a Project by search criteria.

  • DO
    Find Opportunity

    Find an Opportunity by search criteria.

Questions

Is the Capsule CRM integration free?

Yes. Capsule CRM is available on every Calibra plan, including the free plan, which needs no card.

How is Capsule CRM usage billed?

Calibra charges one credit per workflow run, however many steps it has. Steps that read from or write to this app do not cost extra.

Can I connect Capsule CRM without writing code?

Yes. Describe the process in plain words and the AI copilot builds the workflow with Capsule CRM for you. You can also use templates or the visual editor.

Describe your first process. Watch it run today.

Free plan, no card. One credit per run, however many steps it has.

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