Capsule CRM Integration

CRM for contacts, sales pipelines, projects, and tasks. Turn Capsule CRM record changes into automated workflows for sales and customer teams. Start with Watch Entries, then connect actions such as Get Attachment and Get Current User to what happens next.

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Supported triggers and actions for Capsule CRM integration

Triggers can detect changes in Capsule CRM and run actions that can create, search or modify data inside Capsule CRM automatically [3] — exactly how you set them.

Watch EntriesTriggers when a new entry is created.
Watch OpportunitiesTriggers when a new opportunity is created.
Watch PartiesTriggers when a new party is created.
Watch ProjectsTriggers when a new project is created.
Watch TasksTriggers when a new task is created.
Get AttachmentReturns an attachment.
Get Current UserReturns the current Capsule user.
Get Custom FieldReturns a custom field.
Get EntryReturns an entry.
Get GoalReturns a goal.
Get MilestoneReturns a milestone.
Get Multiple OpportunitiesReturns multiple opportunities.
Get Multiple PartiesReturns multiple parties.
Get Multiple ProjectsReturns multiple projects.
Get OpportunityReturns an opportunity.
Get PartyReturns a party.
Get ProjectReturns a project.
Get Site AddressReturns the site address.
Get Tag DefinitionReturns a tag definition.
Get TaskReturns a task.
Get TeamReturns a team.
Get TrackReturns a track.
Get UserReturns a user.
List Additional Parties (Opportunity)Lists additional parties on an opportunity.
List Additional Parties (Project)Lists additional parties on a project.
List Associated ProjectsLists projects associated with an opportunity.
List Custom FieldsLists custom fields.
List Deleted OpportunitiesLists deleted opportunities.
List Deleted PartiesLists deleted parties.
List Deleted ProjectsLists deleted projects.
List EmployeesLists employees of a party.
List Entries by DateLists entries by date.
List Entries by EntityLists entries for an entity.
List Goal PeriodsLists the periods of a goal.
List GoalsLists goals.
List MilestonesLists milestones.
List Milestones by PipelineLists milestones for a pipeline.
List OpportunitiesLists opportunities.
List Opportunities by PartyLists opportunities for a party.
List PartiesLists parties.
List ProjectsLists projects.
List Projects by PartyLists projects for a party.
List Tag DefinitionsLists tag definitions.
List TasksLists tasks.
List TeamsLists teams.
List TracksLists tracks on a party, opportunity, or project.
List UsersLists users.
Run Filter QueryRuns a filter query and returns the matching records.
Search OpportunitiesSearches for opportunities.
Search PartiesSearches for parties.
Search ProjectsSearches for projects.
Add Additional Party (Opportunity)Adds an additional party to an opportunity.
Add Additional Party (Project)Adds an additional party to a project.
Create Custom FieldCreates a custom field.
Create EntryCreates an entry.
Create GoalCreates a goal.
Create MilestoneCreates a milestone.
Create OpportunityCreates an opportunity.
Create PartyCreates a party.
Create ProjectCreates a project.
Create Tag DefinitionCreates a tag definition.
Create TaskCreates a task.
Create TrackCreates a track.
Delete Custom FieldDeletes a custom field.
Delete EntryDeletes an entry.
Delete GoalDeletes a goal.
Delete MilestoneDeletes a milestone.
Delete OpportunityDeletes an opportunity.
Delete PartyDeletes a party.
Delete ProjectDeletes a project.
Delete Tag DefinitionDeletes a tag definition.
Delete TaskDeletes a task.
Delete TrackDeletes a track.
Make an API CallSends a custom request to the Capsule API.
Remove Additional Party (Opportunity)Removes an additional party from an opportunity.
Remove Additional Party (Project)Removes an additional party from a project.
Update Custom FieldUpdates a custom field.
Update EntryUpdates an entry.
Update GoalUpdates a goal.
Update MilestoneUpdates a milestone.
Update OpportunityUpdates an opportunity.
Update PartyUpdates a party.
Update ProjectUpdates a project.
Update Tag DefinitionUpdates a tag definition.
Update TaskUpdates a task.
Update TrackUpdates a track.
Update UserUpdates a user.
Upload AttachmentUploads an attachment.

How to integrate Capsule CRM in automation workflow?

3 simple steps to make your Capsule CRM connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Capsule CRM in workflow

Pick Capsule CRM app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Capsule CRM

When prompted, authorize access to Capsule CRM in WEXTL once. Capsule CRM credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Capsule CRM account. Approve?

STEP 3

Build a workflow

Build your workflow with Capsule CRM yourself or with WEXTL® AI Builder. Connect Capsule CRM to any available integrations [5], or use HTTP node to go beyond them.

Capsule CRM

How Capsule CRM connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Capsule CRM app is called in workflows. That allows your crm automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Capsule CRM supports.

Full Capsule CRM API documentation

The following table illustrates what fields Capsule CRM integration require during authorization flow inside our workflow builder [4].

Demonstration of Capsule CRM connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
Access TokenRequired	password	Your personal Capsule API bearer token. Generate one in Capsule under My Preferences > API Authentication Tokens.

Connect Capsule CRM to popular apps on WEXTL

Enter a name of the other app you want to sync with Capsule CRM below. Click on selected app to explore integration options with Capsule CRM. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Capsule CRM integration

Select Watch Projects trigger from Capsule CRM - this will be a starting point in your automation. Whenever event happens in Capsule CRM, workflow will start [7] from Watch Projects node.

Search for Add Additional Party (Project), connect it as the next step of integration sequence. You can use filters between Watch Projects and Add Additional Party (Project), so only important data pass from Watch Projects to the next step. WEXTL gives you full control over the process of Capsule CRM automation. All parts of workflow are visible on the canvas [4].

Capsule CRM on WEXTL has 88 modules for combining crm automations. Explore Capsule CRM documentation for more.

Capsule CRM

Watch Projects

Close CRM

Performs action

Close CRM

Triggers

Capsule CRM

Add Additional Party (Project)

Demonstration of how visual Capsule CRM automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating Capsule CRM in your workflows.

Capsule CRM has 5 triggers, including "Watch Entries", "Watch Opportunities", and "Watch Parties", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 83 actions, including "Get Attachment", "Get Current User", and "Get Custom Field", and more. Refer to our Capsule CRM Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The Capsule CRM integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Capsule CRM official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Capsule CRM provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Capsule CRM or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Capsule CRM inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Capsule CRM modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

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

Capsule CRM integration source code, module specs and credentials implementation.
Internal Capsule CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Capsule CRM vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
WEXTL® Apps Library
WEXTL® Capsule CRM App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Capsule CRM Integration

Supported triggers and actions for Capsule CRM integration