STEP 1
Connect Capsule CRM and Ontraport
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 Ontraport Integration
Keep Capsule CRM and Ontraport in sync by integrating their events and actions. When crm events happen in Capsule CRM, update the Ontraport automatically - without any line of code in visual workflow builder.
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Learn about Capsule CRM and Ontraport
Detailed info you need to know about Capsule CRM and Ontraport 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 Ontraport
Set up your Capsule CRM and Ontraport integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Capsule CRM and Ontraport 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 Ontraport. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Capsule CRM and Ontraport work in WEXTL?
WEXTL exposes actions and triggers for Capsule CRM and Ontraport 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 triggersOntraport 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.
Ontraport modules
- Add Objects to a Campaign or SequenceSubscribes one or more records to campaigns or sequences.
- Add Objects to SequencesAdds one or more records to one or more sequences.
- Add Tags to ObjectsAdds one or more tags to one or more records.
- Add Tags to Objects by NameAdds one or more tags, picked by name, to one or more records.
- Assign a TaskAssigns a task message to one or more records.
- Cancel TasksCancels one or more tasks.
- Change a Transaction to CollectionsMarks a transaction as being in collections.
- Change a Transaction to DeclinedMarks a transaction as declined.
- Change a Transaction to PaidMarks a transaction as paid.
- Close a ConversationSets a conversation's status to closed.
- Complete TasksMarks one or more tasks as completed and can assign a follow-up task.
- Create a Calendar EventCreates a new calendar event with optional recurrence and guests.
- Create a Card Tokenization SessionCreates a short-lived session for sending card details to Ontraport's secure domain in exchange for a token.
- Create a ConversationCreates a new conversation with a contact in a channel.
- Create a MessageCreates a new message such as an email, a text message, or a task message.
- Create an InvoiceCreates an invoice for a contact and optionally emails it to them.
- Create an ObjectCreates a new record of any object type, such as a contact or a custom object.
- Create a TransactionCharges a contact for an offer, or logs the transaction without charging.
- Create Object Fields and SectionsCreates new fields, and a section for them if needed, on an object type.
- Create or Merge an ObjectCreates a record, or updates the existing one that has a matching unique value.
- Delete a Calendar EventDeletes a calendar event or a recurring series.
- Delete an ObjectDeletes a single record of any object type.
- Delete an Object Field or SectionDeletes a field, or an empty section, from an object type.
- Delete ObjectsDeletes several records of one object type at once.
- Find an Object by EmailFinds the ID of a record by its email address.
- Get a Landing Page Hosted URLReturns the permanent hosted address of a landing page.
- Get a MessageReturns a single message with its full content.
- Get an ObjectReturns a single record of any object type.
- Get an Object by Unique IDReturns a single record by its unique identifier.
- Get a Transaction OrderReturns a single order with its offer, products and next payment date.
- Get Conversation View CountsReturns how many conversations of each kind an inbox holds.
- Get Form HTMLReturns the HTML of a form.
- Get Localization MetadataReturns the choices available for each localization setting.
- Get Localization SettingsReturns the time zone, date format, and currency settings of the account.
- Get Object Collection InfoReturns the list layout and the number of records that match a search.
- Get Object Fields and SectionsRetrieves the sections and fields of an object type.
- Get Object MetaReturns the field definitions of one or all object types.
- Get Purchase and Contact DataReturns full information about a purchase and the contact who made it.
- Get the Latest Landing Page VersionReturns the most recent saved version of a landing page.
- Get Transaction, Product, and Contact DataReturns full information about a transaction, its product and the contact.
- List All Form BlocksRetrieves a list of all form blocks in the account.
- List Blocks for a FormRetrieves a list of the blocks that make up a form or landing page.
- List Calendar Event GuestsRetrieves a list of guests invited to a calendar event.
- List Calendar EventsRetrieves a list of calendar events starting from a chosen time.
- List Calendar Potential GuestsRetrieves a list of contacts and users that can be invited to a calendar event.
- List CalendarsRetrieves a list of calendars in the account.
- List Conversation MessagesRetrieves the messages and log events of a conversation.
- List CurrenciesRetrieves a list of the currencies the account can use.
- List ObjectsRetrieves a list of records of any object type, with optional filters and sorting.
- List Objects with a TagRetrieves a list of records of any object type that carry a given tag.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Capsule CRM and Ontraport 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 Ontraport.
Connect your Capsule CRM and Ontraport 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 Objects to a Campaign or Sequence" in Ontraport. Capsule CRM has 5 triggers (including Watch Entries, Watch Opportunities, and Watch Parties); Ontraport has 87 actions (including Add Objects to a Campaign or Sequence, Add Objects to Sequences, and Add Tags to Objects). 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-Ontraport 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 Ontraport) 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 + Ontraport 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 Ontraport integration.
- Capsule CRM and Ontraport integration source code, module specs and credentials implementation.
- Our Capsule CRM and Ontraport integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Capsule CRM and Ontraport — 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
- Ontraport integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library