Axonaut and Capsule CRM Integration

Axonaut icon
Capsule CRM icon
Axonaut
Capsule CRM

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Keep Axonaut and Capsule CRM in sync by integrating their events and actions. When crm events happen in Axonaut, update the Capsule CRM automatically - without any line of code in visual workflow builder.

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Learn about Axonaut and Capsule CRM

Detailed info you need to know about Axonaut and Capsule CRM integrations in WEXTL. Explore which modules apps support and how you connect them.

Axonaut

Axonaut icon

CRM24 triggers66 searches49 actionsManage companies, quotations, invoices, opportunities, projects, tasks and products in Axonaut, the CRM and invoicing software for small businesses. [5]

Capsule CRM

Capsule CRM icon

CRM5 triggers46 searches37 actionsCRM for contacts, sales pipelines, projects, and tasks. [6]

How to connect Axonaut to Capsule CRM

Set up your Axonaut and Capsule CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

How does the integration between Axonaut and Capsule CRM work in WEXTL?

WEXTL exposes actions and triggers for Axonaut and Capsule CRM that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.

Axonaut triggersCapsule CRM actions

Axonaut modules
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    Add a Document to a CompanyAdds a document, by external URL, to a company.
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    Create a CompanyCreates a new company (customer, prospect or supplier) with its address and employees.
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    Create a Company AddressCreates a new address for a company.
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    Create a Company CategoryCreates a new company category.
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    Create a Delivery NoteCreates a new delivery note from an invoice, quotation or order.
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    Create an Accounting CodeCreates a new accounting code for sales or purchases.
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    Create an EmployeeCreates a new employee (contact person) for a company.
  • Axonaut icon
    Create an EventCreates a new event, such as a call, meeting or email, linked to a company or opportunity.
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    Create an ExpenseCreates a new expense linked to a supplier or workforce member.
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    Create an Expense PaymentRecords a payment against an expense.
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    Create an InvoiceCreates a new invoice for a company with its products, dates and discounts.
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    Create an Invoice PaymentRecords a payment against an invoice.
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    Create an OpportunityCreates a new sales opportunity in a pipeline step.
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    Create an Order (Contract)Creates a new order (contract) for a company with its products and recurring invoicing options.
  • Axonaut icon
    Create a PipelineCreates a new sales pipeline with its steps.
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    Create a ProductCreates a new product with its price, tax rate and stock settings.
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    Create a ProjectCreates a new project with its dates, workload and expected cost and revenue.
  • Axonaut icon
    Create a QuotationCreates a new quotation for a company with its products, dates and discounts.
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    Create a SupplierCreates a new supplier with its address and tax details.
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    Create a Supplier ContractCreates a new recurring supplier contract with its expenses.
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    Create a TaskCreates a new task with its priority, dates and assigned workforce.
  • Axonaut icon
    Create a TicketCreates a new support ticket for a company.
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    Create a Time TrackingLogs time spent by a workforce member on a project, task or ticket.
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    Delete a CompanyDeletes a company by its ID.
  • Axonaut icon
    Delete a Company AddressDeletes a company address by its ID.
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    Delete an EmployeeDeletes an employee by its ID.
  • Axonaut icon
    Delete an OpportunityDeletes an opportunity by its ID.
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    Delete a ProjectDeletes a project by its ID.
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    Delete a Supplier Delivery ReceiptDeletes a receipt of a supplier delivery.
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    Delete a TaskDeletes a task by its ID.
  • Axonaut icon
    Delete a Time TrackingDeletes a time tracking by its ID.
  • Axonaut icon
    Download a Delivery NoteDownloads the PDF of a delivery note.
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    Download a DocumentDownloads the file of a company document.
  • Axonaut icon
    Get a CompanyRetrieves a single company by its ID.
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    Get a Delivery NoteRetrieves a single delivery note by its ID.
  • Axonaut icon
    Get a DocumentRetrieves a single document by its ID.
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    Get a Miscellaneous OperationRetrieves a single miscellaneous operation by its ID.
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    Get an EmployeeRetrieves a single employee by its ID.
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    Get an ExpenseRetrieves a single expense by its ID.
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    Get an InvoiceRetrieves a single invoice by its ID.
  • Axonaut icon
    Get an OpportunityRetrieves a single opportunity by its ID.
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    Get an Order (Contract)Retrieves a single order (contract) by its ID.
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    Get a ProductRetrieves a single product by its ID.
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    Get a Product's StockRetrieves the current stock level of a product.
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    Get a ProjectRetrieves a single project by its ID.
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    Get a QuotationRetrieves a single quotation by its ID.
  • Axonaut icon
    Get a SupplierRetrieves a single supplier by its ID.
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    Get a Supplier ContractRetrieves a single supplier contract by its ID.
  • Axonaut icon
    Get a Supplier DeliveryRetrieves a single supplier delivery by its ID.
  • Axonaut icon
    Get a TaskRetrieves a single task by its ID.
Capsule CRM modules
  • Capsule CRM icon
    Add Additional Party (Opportunity)Adds an additional party to an opportunity.
  • Capsule CRM icon
    Add Additional Party (Project)Adds an additional party to a project.
  • Capsule CRM icon
    Create Custom FieldCreates a custom field.
  • Capsule CRM icon
    Create EntryCreates an entry.
  • Capsule CRM icon
    Create GoalCreates a goal.
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    Create MilestoneCreates a milestone.
  • Capsule CRM icon
    Create OpportunityCreates an opportunity.
  • Capsule CRM icon
    Create PartyCreates a party.
  • Capsule CRM icon
    Create ProjectCreates a project.
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    Create Tag DefinitionCreates a tag definition.
  • Capsule CRM icon
    Create TaskCreates a task.
  • Capsule CRM icon
    Create TrackCreates a track.
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    Delete Custom FieldDeletes a custom field.
  • Capsule CRM icon
    Delete EntryDeletes an entry.
  • Capsule CRM icon
    Delete GoalDeletes a goal.
  • Capsule CRM icon
    Delete MilestoneDeletes a milestone.
  • Capsule CRM icon
    Delete OpportunityDeletes an opportunity.
  • Capsule CRM icon
    Delete PartyDeletes a party.
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    Delete ProjectDeletes a project.
  • Capsule CRM icon
    Delete Tag DefinitionDeletes a tag definition.
  • Capsule CRM icon
    Delete TaskDeletes a task.
  • Capsule CRM icon
    Delete TrackDeletes a track.
  • Capsule CRM icon
    Get AttachmentReturns an attachment.
  • Capsule CRM icon
    Get Current UserReturns the current Capsule user.
  • Capsule CRM icon
    Get Custom FieldReturns a custom field.
  • Capsule CRM icon
    Get EntryReturns an entry.
  • Capsule CRM icon
    Get GoalReturns a goal.
  • Capsule CRM icon
    Get MilestoneReturns a milestone.
  • Capsule CRM icon
    Get Multiple OpportunitiesReturns multiple opportunities.
  • Capsule CRM icon
    Get Multiple PartiesReturns multiple parties.
  • Capsule CRM icon
    Get Multiple ProjectsReturns multiple projects.
  • Capsule CRM icon
    Get OpportunityReturns an opportunity.
  • Capsule CRM icon
    Get PartyReturns a party.
  • Capsule CRM icon
    Get ProjectReturns a project.
  • Capsule CRM icon
    Get Site AddressReturns the site address.
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    Get Tag DefinitionReturns a tag definition.
  • Capsule CRM icon
    Get TaskReturns a task.
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    Get TeamReturns a team.
  • Capsule CRM icon
    Get TrackReturns a track.
  • Capsule CRM icon
    Get UserReturns a user.
  • Capsule CRM icon
    List Additional Parties (Opportunity)Lists additional parties on an opportunity.
  • Capsule CRM icon
    List Additional Parties (Project)Lists additional parties on a project.
  • Capsule CRM icon
    List Associated ProjectsLists projects associated with an opportunity.
  • Capsule CRM icon
    List Custom FieldsLists custom fields.
  • Capsule CRM icon
    List Deleted OpportunitiesLists deleted opportunities.
  • Capsule CRM icon
    List Deleted PartiesLists deleted parties.
  • Capsule CRM icon
    List Deleted ProjectsLists deleted projects.
  • Capsule CRM icon
    List EmployeesLists employees of a party.
  • Capsule CRM icon
    List Entries by DateLists entries by date.
  • Capsule CRM icon
    List Entries by EntityLists entries for an entity.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with Axonaut and Capsule CRM integrations. Pick any from the list below if the current combination isn't the one you need.

Alternative integrations to Axonaut [5]

Alternative integrations to Capsule CRM [6]

Try Axonaut and Capsule CRM on WEXTL®

Claim your 3-day trial to build Axonaut with Capsule CRM integration and access every WEXTL® feature.

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Frequently asked questions

Common questions about connecting Axonaut and Capsule CRM.

References

List of sources used to gather information about the Axonaut and Capsule CRM integration.

  1. Axonaut and Capsule CRM integration source code, module specs and credentials implementation.
  2. Our Axonaut and Capsule CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Axonaut and Capsule CRM — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. Axonaut integration information
  6. Capsule CRM integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

Explore Axonaut and Capsule CRM, or get started