STEP 1
Connect Capsule CRM and UserCom
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 UserCom Integration
Connect Capsule CRM and UserCom 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.
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Learn about Capsule CRM and UserCom
Detailed info you need to know about Capsule CRM and UserCom 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 UserCom
Set up your Capsule CRM and UserCom integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Capsule CRM and UserCom 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 UserCom. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Capsule CRM and UserCom work in WEXTL?
WEXTL exposes actions and triggers for Capsule CRM and UserCom 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 triggersUserCom 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.
UserCom modules
- Create ActivityCreates a new activity record associated with a user or company.
- Create AttributeCreates a new custom attribute definition for users or companies.
- Create CompanyCreates a new company record in your UserCom workspace.
- Create DealCreates a new deal in a pipeline stage.
- Create EventTracks a custom event for a user identified by their UserCom ID.
- Create Event by User Custom IDTracks a custom event for a user identified by their external custom ID.
- Create ExportInitiates a new data export job for users or companies.
- Create FormCreates a new lead capture or survey form.
- Create ListCreates a new static user list.
- Create MessageSends a new in-app or chat message to a user.
- Create PipelineCreates a new sales pipeline.
- Create ProductCreates a new product record in UserCom.
- Create Site ViewCreates a new site view configuration for tracking page visits.
- Create StageCreates a new stage within a sales pipeline.
- Create TagCreates a new tag that can be applied to users.
- Create TicketCreates a new support ticket linked to a user.
- Create UserCreates a new user profile in UserCom.
- Create User ConversationStarts a new conversation thread with a specific user.
- Create User NoteAdds a new internal note to a user's profile.
- Delete CompanyPermanently removes a company record from UserCom.
- Delete DealPermanently removes a deal by its UserCom ID.
- Delete Deal by Custom IDPermanently removes a deal identified by its external custom ID.
- Delete ListPermanently deletes a static user list.
- Delete PipelinePermanently removes a sales pipeline and all its stages.
- Delete ProductPermanently removes a product record from UserCom.
- Delete Site ViewPermanently removes a site view configuration.
- Delete StagePermanently removes a stage from a sales pipeline.
- Delete TagPermanently deletes a tag from UserCom.
- Delete TicketPermanently removes a support ticket.
- Delete User NotePermanently removes a note from a user's profile.
- Download ExportDownloads the file generated by a completed export job.
- Export DataRuns a full data export and returns the resulting file.
- Get ActivityRetrieves a single activity record by its ID.
- Get All AttributesReturns all custom attribute definitions for users or companies.
- Get ArticleRetrieves a single knowledge base article by its ID.
- Get AttributeRetrieves a single custom attribute definition by its ID.
- Get CompanyRetrieves a single company record by its ID.
- Get ConversationRetrieves a single conversation by its ID.
- Get DealRetrieves a single deal by its ID.
- Get Email MessageRetrieves a single email message by its ID.
- Get Event OccurrencesReturns a list of occurrences for a specific tracked event.
- Get FormRetrieves a single form by its ID.
- Get List UsersReturns users who belong to a specific list.
- Get Segment TimelineRetrieves the change timeline for a user segment.
- Get Segment UsersReturns users who currently belong to a specific segment.
- Get Site ViewRetrieves a single site view configuration by its ID.
- Get TicketRetrieves a single support ticket by its ID.
- Get User EmailsReturns all email messages sent to a specific user.
- Get User NotesReturns all internal notes attached to a specific user's profile.
- List ActivitiesReturns a paginated list of activities in the workspace.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Capsule CRM and UserCom 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 UserCom.
Connect your Capsule CRM and UserCom 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 Activity" in UserCom. Capsule CRM has 5 triggers (including Watch Entries, Watch Opportunities, and Watch Parties); UserCom has 92 actions (including Create Activity, Create Attribute, and Create Company). 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-UserCom 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 UserCom) 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 + UserCom 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 UserCom integration.
- Capsule CRM and UserCom integration source code, module specs and credentials implementation.
- Our Capsule CRM and UserCom integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Capsule CRM and UserCom — 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
- UserCom integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library