STEP 1
Connect Capsule CRM and OnePageCRM
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 OnePageCRM Integration
Keep Capsule CRM and OnePageCRM in sync by integrating their events and actions. When crm events happen in Capsule CRM, update the OnePageCRM automatically - without any line of code in visual workflow builder.
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Learn about Capsule CRM and OnePageCRM
Detailed info you need to know about Capsule CRM and OnePageCRM integrations in WEXTL. Explore which modules apps support and how you connect them.
Capsule CRM
CRM for contacts, sales pipelines, projects, and tasks. [5]
OnePageCRM
Action CRM — contacts, deals, notes, and next actions. [6]
How to connect Capsule CRM to OnePageCRM
Set up your Capsule CRM and OnePageCRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Capsule CRM and OnePageCRM 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 OnePageCRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Capsule CRM and OnePageCRM work in WEXTL?
WEXTL exposes actions and triggers for Capsule CRM and OnePageCRM 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 triggersOnePageCRM 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.
OnePageCRM modules
- Add a Deal AttachmentCreate attachment and assign it to an existing deal.
- Add a Meeting AttachmentCreate attachment and assign it to an existing meeting.
- Create a CallCreate a new call.
- Create a ContactCreate a new contact.
- Create a Contact CallCreate a call for a specific contact.
- Create a Contact DealCreate a deal for a specific contact.
- Create a Contact MeetingCreate a meeting for a specific contact.
- Create a Contact NoteCreate a note for a specific contact.
- Create a DealCreate a new deal.
- Create a Lead SourceCreate a new lead source.
- Create a MeetingCreate a new meeting.
- Create an ActionCreate a new action.
- Create an AttachmentCreate a new attachment.
- Create a NoteCreate a new note.
- Create a StatusCreate a new status.
- Delete a CallDelete a specific call.
- Delete a ContactDelete a specific contact by a provided contat Id.
- Delete a DealDelete a specific deal by a deal Id.
- Delete a Lead SourceDelete a specific lead source.
- Delete a MeetingDelete a specific meeting.
- Delete an ActionDelete a specific action.
- Delete an AttachmentDelete a specific attachment.
- Delete a NoteDelete a specific note.
- Delete a StatusDelete a specific status.
- Get a CallGet a specific call.
- Get a CompanyGet a specific company by a given company Id.
- Get a ContactGet a specific contact by a given contact Id.
- Get a DealGet a specific deal by a given deal Id.
- Get a Lead SourceGet a specific lead source.
- Get a MeetingGet a specific meeting.
- Get an ActionGet a specific action.
- Get a NoteGet a specific note.
- Get a StatusGet a specific status.
- Get a UserGet a specific user.
- Link Company ContactLink a contact to a specific company.
- List ActionsGet a list of actions.
- List CallsGet a list of calls.
- List CompaniesGet a list of companies.
- List Contact CallsGet all calls for a specific contact.
- List Contact DealsGet all deals for a specific contact.
- List Contact MeetingsGet all meetings for a specific contact.
- List Contact NotesGet all notes for a specific contact.
- List ContactsGet a list of contacts.
- List DealsGet a list of deals.
- List Lead SourcesGet the list of lead sources.
- List MeetingsGet a list of meetings.
- List NotesGet a list of notes.
- List StatusesGet the list of statuses.
- List UsersGet the list of users.
- Make an API CallPerform an arbitrary authorized API request to OnePageCRM API.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Capsule CRM and OnePageCRM 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 OnePageCRM.
Connect your Capsule CRM and OnePageCRM 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 a Deal Attachment" in OnePageCRM. Capsule CRM has 5 triggers (including Watch Entries, Watch Opportunities, and Watch Parties); OnePageCRM has 63 actions (including Add a Deal Attachment, Add a Meeting Attachment, and Create a Call). 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-OnePageCRM 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 OnePageCRM) 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 + OnePageCRM 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 OnePageCRM integration.
- Capsule CRM and OnePageCRM integration source code, module specs and credentials implementation.
- Our Capsule CRM and OnePageCRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Capsule CRM and OnePageCRM — 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
- OnePageCRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library