
Capsule CRM Integration
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.
How to Integrate Capsule CRM?
For Capsule CRM integration with Monkedo and to build seamless no-code workflow automations, follow these simple steps:
- Log in to your Monkedo account.
- Navigate to the Automation section and click on "Create Automation."
- In the left sidebar, you’ll find various component categories such as Triggers, Actions, Flow Control, Data Actions, and Browser Actions.
- Select Actions or Triggers, then use the search bar to find Capsule CRM.
- Drag and drop the Capsule CRM component into the editor area.
- Click on the component to view its settings in the right-hand panel.
- Hit the Connect button and follow the prompts to authorize Monkedo to access your Capsule CRM account.
Once connected, you can begin customizing your automation by filling in the required fields and adding additional app components. Link outputs to inputs between components to define a smooth and logical workflow. Need assistance? Watch our quick tutorial video here to get started faster!