STEP 1
Connect Capsule CRM and Oro CRM
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 Oro CRM Integration
Keep Capsule CRM and Oro CRM in sync by integrating their events and actions. When crm events happen in Capsule CRM, update the Oro CRM automatically - without any line of code in visual workflow builder.
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Learn about Capsule CRM and Oro CRM
Detailed info you need to know about Capsule CRM and Oro CRM 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 Oro CRM
Set up your Capsule CRM and Oro CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Capsule CRM and Oro CRM 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 Oro CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Capsule CRM and Oro CRM work in WEXTL?
WEXTL exposes actions and triggers for Capsule CRM and Oro 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.
Capsule CRM triggersOro CRM 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.
Oro CRM modules
- Create a Checkout RecordInitiates a checkout record.
- Create a ContactCreates a new contact in the service.
- Create a ConversationCreates a new conversation record.
- Create a CustomerCreates a new customer record.
- Create a Customer AddressCreates a new customer address record.
- Create a Customer GroupCreates a new customer group record.
- Create a Customer Tax CodeCreates a new customer tax code record.
- Create a ProductCreates a new product record.
- Create a Product DescriptionCreates a new product description record.
- Create a Product ImageCreates a new product image.
- Create a Product PriceCreates a new product price record.
- Create a Shipping TrackingCreates a new shipping tracking record.
- Create an AccountCreates a new account.
- Create an OrderCreates a new order record.
- Create an Order AddressCreates a new order address.
- Create an Order DiscountCreates a new order discount record.
- Create an Order Line ItemCreates a new order line item record.
- Create Product Kit ItemsCreates new product kit items.
- Delete a Checkout RecordDeletes a checkout record from the system.
- Delete a ContactDeletes a contact by ID.
- Delete a ConversationDeletes a specific conversation record.
- Delete a CustomerDeletes a specific customer record.
- Delete a Customer GroupDeletes a specific customer group record.
- Delete a Customer TaxcodeDeletes a specific customer tax code record.
- Delete a ProductDeletes a product record.
- Delete a Product DescriptionDeletes a product description record.
- Delete a Product ImageDeletes a product image from the specified product.
- Delete a Product PriceDeletes a product price record.
- Delete a Shipping TrackingDeletes a shipping tracking from the system.
- Delete an AccountDeletes an account by ID.
- Delete an AddressDeletes a specific customer address record.
- Delete an OrderDeletes a specific order record.
- Delete an Order AddressDeletes a specific order address using its ID.
- Delete an Order DiscountRemoves a specific order discount record.
- Delete an Order Line ItemDeletes a specific order line item record.
- Delete Product Kit ItemsDeletes product kit items from the system.
- Get a Checkout RecordRetrieves a checkout record.
- Get a ContactRetrieves a contact's details by ID.
- Get a ConversationRetrieves a specific conversation record.
- Get a CustomerRetrieves a specific customer record.
- Get a Customer ConversationRetrieves the record of the customer that a specific conversation belongs to.
- Get a Customer GroupRetrieves a specific customer group record.
- Get a Customer Tax CodeRetrieves a specific customer tax code record.
- Get a ProductRetrieves a product record.
- Get a Product DescriptionRetrieves a product description record.
- Get a Product Kit's ItemsRetrieves the items from a specified product kit.
- Get a Product PriceRetrieves the price record of a specified product.
- Get a Shipping TrackingRetrieves the shipping tracking information for a given shipment.
- Get an AccountRetrieves details of an account by ID.
- Get an AddressRetrieves a specific customer address record.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Capsule CRM and Oro CRM 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 Oro CRM.
Connect your Capsule CRM and Oro CRM 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 "Create a Checkout Record" in Oro CRM. Capsule CRM has 5 triggers (including Watch Entries, Watch Opportunities, and Watch Parties); Oro CRM has 95 actions (including Create a Checkout Record, Create a Contact, and Create a Conversation). 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-Oro CRM 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 Oro CRM) 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 + Oro CRM 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 Oro CRM integration.
- Capsule CRM and Oro CRM integration source code, module specs and credentials implementation.
- Our Capsule CRM and Oro CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Capsule CRM and Oro CRM — 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
- Oro CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library