Log inStart trial

Capsule CRM and Shape Integration

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Connect Capsule CRM and Shape to automate crm workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.

Integration guide
  • 3-day trial
  • Cancel anytime
  • Up to 10 minutes quick set up
  • GDPR
  • Data Encryption
  • 2FA
  • Local Data Region

Learn about Capsule CRM and Shape

Detailed info you need to know about Capsule CRM and Shape integrations in WEXTL. Explore which modules apps support and how you connect them.

  • Capsule CRM

    • CRM
    • 5 triggers
    • 46 searches
    • 37 actions

    CRM for contacts, sales pipelines, projects, and tasks. [5]

  • Shape

    • CRM
    • 3 searches
    • 9 actions

    Create, update and track mortgage leads, assignments, documents and call activity in Shape CRM. [6]

How to connect Capsule CRM to Shape

Set up your Capsule CRM and Shape integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

  1. STEP 1

    Connect Capsule CRM and Shape

    Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.

  2. STEP 2

    Build a workflow

    Paste selected Capsule CRM and Shape nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.

  3. STEP 3

    Map your data

    Choose which fields need to sync between Capsule CRM and Shape. Use filters or leverage a JS custom code step in between — everything is on the canvas.

How does the integration between Capsule CRM and Shape work in WEXTL?

WEXTL exposes actions and triggers for Capsule CRM and Shape 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 triggersShape 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 Field Creates a custom field.
  • Create Entry Creates an entry.
  • Create Goal Creates a goal.
  • Create Milestone Creates a milestone.
  • Create Opportunity Creates an opportunity.
  • Create Party Creates a party.
  • Create Project Creates a project.
  • Create Tag Definition Creates a tag definition.
  • Create Task Creates a task.
  • Create Track Creates a track.
  • Delete Custom Field Deletes a custom field.
  • Delete Entry Deletes an entry.
  • Delete Goal Deletes a goal.
  • Delete Milestone Deletes a milestone.
  • Delete Opportunity Deletes an opportunity.
  • Delete Party Deletes a party.
  • Delete Project Deletes a project.
  • Delete Tag Definition Deletes a tag definition.
  • Delete Task Deletes a task.
  • Delete Track Deletes a track.
  • Get Attachment Returns an attachment.
  • Get Current User Returns the current Capsule user.
  • Get Custom Field Returns a custom field.
  • Get Entry Returns an entry.
  • Get Goal Returns a goal.
  • Get Milestone Returns a milestone.
  • Get Multiple Opportunities Returns multiple opportunities.
  • Get Multiple Parties Returns multiple parties.
  • Get Multiple Projects Returns multiple projects.
  • Get Opportunity Returns an opportunity.
  • Get Party Returns a party.
  • Get Project Returns a project.
  • Get Site Address Returns the site address.
  • Get Tag Definition Returns a tag definition.
  • Get Task Returns a task.
  • Get Team Returns a team.
  • Get Track Returns a track.
  • Get User Returns a user.
  • List Additional Parties (Opportunity) Lists additional parties on an opportunity.
  • List Additional Parties (Project) Lists additional parties on a project.
  • List Associated Projects Lists projects associated with an opportunity.
  • List Custom Fields Lists custom fields.
  • List Deleted Opportunities Lists deleted opportunities.
  • List Deleted Parties Lists deleted parties.
  • List Deleted Projects Lists deleted projects.
  • List Employees Lists employees of a party.
  • List Entries by Date Lists entries by date.
  • List Entries by Entity Lists entries for an entity.

Shape modules

  • Add Calendar Event Creates a calendar event on a lead record.
  • Assign Lead to a User Assigns a lead to a Shape user as its owner.
  • Bulk Create Leads Creates many lead records in one request.
  • Bulk Update Leads Updates many lead records in one request.
  • Create a Lead Creates a new lead record.
  • Get a Lead Status Retrieves the current status of a single lead record.
  • Get User Call Attempts Returns a user's total call attempts.
  • Get User Talk Time Returns a user's total talk time and number of calls.
  • Import Lead from FNM File Imports a lead record from a Fannie Mae (FNM) file.
  • Make an API Call Performs an arbitrary authorized API call to Shape.
  • Update a Lead Updates fields on an existing lead record.
  • Upload Document Attaches a file to a lead record.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with Capsule CRM and Shape integrations. Pick any from the list below if the current combination isn't the one you need.

Automate Capsule CRM and Shape on WEXTL®

Claim your 3-day trial to build Capsule CRM with Shape integration and access every WEXTL® feature.

Cancel anytime.

Frequently asked questions

Common questions about connecting Capsule CRM and Shape.

How do I connect Capsule CRM and Shape?

Connect your Capsule CRM and Shape 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]

What can I automate between Capsule CRM and Shape?

Example: when Capsule CRM's "Watch Entries" fires, WEXTL can "Add Calendar Event" in Shape. Capsule CRM has 5 triggers (including Watch Entries, Watch Opportunities, and Watch Parties); Shape has 12 actions (including Add Calendar Event, Assign Lead to a User, and Bulk Create Leads). Add filters and transforms between steps when you need them. [1]

Can Capsule CRM trigger actions in Shape, and Shape in Capsule CRM?

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]

Do I need to write code to integrate Capsule CRM and Shape?

No. Capsule CRM-to-Shape automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]

Does Capsule CRM integrate with Shape in real time?

Yes. Trigger-based automations start the moment Capsule CRM (or Shape) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]

How long does it take to set up a Capsule CRM + Shape integration?

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.

Do I need a paid plan to connect Capsule CRM with Shape?

You can build your Capsule CRM + Shape 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 Shape integration.

  1. Capsule CRM and Shape integration source code, module specs and credentials implementation.
  2. Our Capsule CRM and Shape integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Capsule CRM and Shape — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. Capsule CRM integration information
  6. Shape integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

How we write our apps documentation

Explore how WEXTL® crafted Capsule CRM and Shape integration page documentation. Used sources, AI's role, and how the team validates the result.

Explore Capsule CRM and Shape, or get started