Capsule CRM
Capsule CRM is a user-friendly customer relationship management software that helps businesses organize and manage their contacts, sales pipelines, and customer interactions. It provides a centralized database where you can store contact information, track communication history, and manage tasks and deals. Capsule CRM offers customization options to tailor your sales process, integrates with popular tools like Google Workspace and Mailchimp, and provides insightful reports to track performance. It's designed to be easy to use yet powerful enough to support small and medium-sized businesses in building stronger customer relationships and driving growth.
Triggers
Trigger components allow you to start an automation flow when an event happens in the app.
New Project
Triggers when a project is recieved. See the docs here
Actions
Action components allow you to perform operations on the app.
Create Party
Creates a party in Capsule CRM. See the docs here.
Create Project
Creates a project in Capsule CRM. See the docs here.
Create Task
Creates a task in Capsule CRM. See the docs here.
List Projects
Lists the collecton of projects in Capsule CRM account. See the docs here.
List Tasks
Lists the collecton of tasks in Capsule CRM account. See the docs here.