STEP 1
Connect Capsule CRM and Urable
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 Urable Integration
Build crm workflows between Capsule CRM and Urable 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 Urable
Detailed info you need to know about Capsule CRM and Urable 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 Urable
Set up your Capsule CRM and Urable integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Capsule CRM and Urable 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 Urable. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Capsule CRM and Urable work in WEXTL?
WEXTL exposes actions and triggers for Capsule CRM and Urable 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 triggersUrable 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.
Urable modules
- Create a CustomerCreates a new customer in Urable.
- Create a JobCreates a new job for a customer in Urable.
- Create an EventCreates a new calendar event in Urable.
- Create an ItemCreates a new item for a customer in Urable.
- Create an OrderCreates a new order for a customer in Urable.
- Create a ProductCreates a new product or service in Urable.
- Delete a CustomerDeletes a customer from Urable by its ID.
- Delete a JobDeletes a job from Urable by its ID.
- Delete an EventDeletes a calendar event from Urable by its ID.
- Delete an ItemDeletes an item from Urable by its ID.
- Delete an OrderDeletes an order from Urable by its ID.
- Delete a ProductDeletes a product or service from Urable by its ID.
- Get a CustomerRetrieves a single customer from Urable by its ID.
- Get a JobRetrieves a single job from Urable by its ID.
- Get an EventRetrieves a single calendar event from Urable by its ID.
- Get an ItemRetrieves a single item from Urable by its ID.
- Get an OrderRetrieves a single order from Urable by its ID.
- Get a PaymentRetrieves a single payment record from Urable by its ID.
- Get a ProductRetrieves a single product or service from Urable by its ID.
- Get a ProposalRetrieves a single proposal from Urable by its ID.
- Get a UserRetrieves a single user from Urable by their ID.
- Get a User HourRetrieves a single hours entry of a Urable user.
- List CustomersRetrieves a list of customers from Urable.
- List EventsSearches the calendar events in Urable and returns the matching entries.
- List ItemsSearches the items in Urable and returns the matching entries.
- List JobsSearches the jobs in Urable and returns the matching entries.
- List OrdersSearches the orders in Urable and returns the matching entries.
- List PaymentsSearches the payments in Urable and returns the matching entries.
- List ProductsSearches the products and services in Urable and returns the matching entries.
- List ProposalsSearches the proposals in Urable and returns the matching entries.
- List User HoursRetrieves the hours entries of a Urable user for an optional date range.
- List UsersRetrieves a list of users in the Urable account.
- Make an API CallSends a custom authorized request to the Urable API.
- Record a PaymentRecords a payment collected against one or more Urable jobs or orders.
- Update a CustomerUpdates an existing customer in Urable by its ID.
- Update a JobUpdates an existing job in Urable by its ID.
- Update an EventUpdates an existing calendar event in Urable by its ID.
- Update an ItemUpdates an existing item in Urable by its ID.
- Update an OrderUpdates an existing order in Urable by its ID.
- Update a ProductUpdates an existing product or service in Urable by its ID.
- Watch UsersTriggers when a new user is added in Urable.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Capsule CRM and Urable 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 Urable.
Connect your Capsule CRM and Urable 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 Customer" in Urable. Capsule CRM has 5 triggers (including Watch Entries, Watch Opportunities, and Watch Parties); Urable has 40 actions (including Create a Customer, Create a Job, and Create an Event). 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-Urable 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 Urable) 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 + Urable 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 Urable integration.
- Capsule CRM and Urable integration source code, module specs and credentials implementation.
- Our Capsule CRM and Urable integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Capsule CRM and Urable — 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
- Urable integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library