STEP 1
Connect Capsule CRM and Meritto
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Capsule CRM and Meritto Integration
Build crm workflows between Capsule CRM and Meritto on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Capsule CRM and Meritto
Detailed info you need to know about Capsule CRM and Meritto integrations in WEXTL. Explore which modules apps support and how you connect them.
Capsule CRM
CRM for contacts, sales pipelines, projects, and tasks. [5]
How to connect Capsule CRM to Meritto
Set up your Capsule CRM and Meritto integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Capsule CRM and Meritto nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Capsule CRM and Meritto. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Capsule CRM and Meritto work in WEXTL?
WEXTL exposes actions and triggers for Capsule CRM and Meritto 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.
Capsule CRM triggersMeritto actions
Capsule CRM modules
- 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.
- 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.
Meritto modules
- Add Master DataAdds new master data to the system.
- Add Master Data ValuesAdds master data values to the system.
- Bulk Create or Update LeadsCreates or updates multiple leads at once.
- Create a LeadCreates a lead in the system.
- Create an ApplicationCreates a new application.
- Create an OpportunityCreates a new opportunity.
- Create a UserCreates a user in the service.
- Create or Update a LeadCreates or updates a lead in the system.
- Create or Update an ApplicationCreates a new application or updates an existing one.
- Delete a LeadDeletes a lead from the records.
- Get Activity by Date RangeRetrieves activities within a specified date range.
- Get Activity by Lead IDRetrieves activities associated with a specific lead ID.
- Get Activity CodesRetrieves activity codes from the service and returns them as a list.
- Get a Master Data Child List by IDRetrieves a master data child list using a specific ID.
- Get Application StagesRetrieves the stages of an application process.
- Get Application Sub StagesRetrieves application sub stages for a given application.
- Get a Roles ListRetrieves a list of roles from the service.
- Get Form Field DetailsRetrieves details of a specific form field.
- Get Job StatusRetrieves the current status of a specified job in the system.
- Get Lead DetailsRetrieves the details of a lead using their mobile number.
- Get Lead DetailsRetrieves lead details by email address.
- Get Lead Details by IDRetrieves the details of a lead using their unique ID.
- Get Lead FieldsRetrieves lead fields from the service.
- Get Master Data DetailsRetrieves master data details using an ID.
- Get Paragraph DetailsRetrieves detailed information about a specific paragraph from a document.
- Get Permission GroupsRetrieves permission groups from the service.
- Get Ticket CategoriesRetrieves ticket categories from the service.
- Get Ticket DetailsRetrieves details of a specified ticket.
- Get User DetailsRetrieves details for a specific user, including their profile information and settings.
- List ApplicationsRetrieves a list of applications from the service.
- List FormsRetrieves a list of forms from the service.
- List LeadsRetrieves a list of leads from the service.
- List Master DataRetrieves master data records from the service and allows retrieving one or more results.
- List Payment ProductsRetrieves a list of payment products available in the system.
- List PaymentsRetrieves a list of payments from the service.
- List TeamsRetrieves a list of teams from the service.
- List TicketsRetrieves a list of tickets from the service.
- List UsersRetrieves a list of users from the service.
- Make an API CallMakes an arbitrary API call to the specified service endpoint.
- Update a LeadUpdates a lead's details in the CRM system.
- Update an ApplicationUpdates the details of an existing application in the system.
- Update an OpportunityUpdates an opportunity with new details or changes existing information.
- Update a UserUpdates a user's details or information in the service.
- Update Master DataUpdates master data within the service.
- Update Master Data ValuesUpdates master data values within the system.
- Watch ActivitiesTriggers when a new activity is recorded.
- Watch ApplicationsTriggers when a new application is created or an existing one is updated.
- Watch FormsTriggers when a new form is created or an existing form is modified.
- Watch Payment ProductsTriggers when a payment product event occurs.
- Watch TeamsTriggers when there are new events involving teams.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Capsule CRM and Meritto integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Capsule CRM and Meritto.
Connect your Capsule CRM and Meritto accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Capsule CRM's "Watch Entries" fires, WEXTL can "Add Master Data" in Meritto. Capsule CRM has 5 triggers (including Watch Entries, Watch Opportunities, and Watch Parties); Meritto has 45 actions (including Add Master Data, Add Master Data Values, and Bulk Create or Update Leads). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Capsule CRM-to-Meritto automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Capsule CRM (or Meritto) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Capsule CRM + Meritto automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Capsule CRM and Meritto integration.
- Capsule CRM and Meritto integration source code, module specs and credentials implementation.
- Our Capsule CRM and Meritto integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Capsule CRM and Meritto — 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.
- Capsule CRM integration information
- Meritto integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library