STEP 1
Connect Capsule CRM and Xentral
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 Xentral Integration
Connect Capsule CRM and Xentral 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 Xentral
Detailed info you need to know about Capsule CRM and Xentral 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 Xentral
Set up your Capsule CRM and Xentral integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Capsule CRM and Xentral 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 Xentral. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Capsule CRM and Xentral work in WEXTL?
WEXTL exposes actions and triggers for Capsule CRM and Xentral 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 triggersXentral 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.
Xentral modules
- Cancel a Purchase OrderCancels a purchase order in the system.
- Create a Contact PersonCreates a contact person in the database.
- Create a CustomerCreates a customer in the system.
- Create a Customer AddressCreates a customer address.
- Create a LiabilityCreates a new liability record in the system.
- Create a ProductCreates a product in the inventory system.
- Create a Purchase OrderCreates a new purchase order in the system.
- Create a UserCreates a new user in the system.
- Create an InvoiceCreates an invoice in the system for a specific transaction or order.
- Delete a Contact PersonDeletes a contact person from the service.
- Delete a CustomerDeletes a customer from the service.
- Delete a Customer AddressDeletes a customer address from the database.
- Delete a Draft Sales OrderDeletes a draft sales order in the system.
- Delete a ProductDeletes a product from the inventory.
- Delete a UserDeletes a user from the system.
- Delete an InvoiceDeletes an invoice from the system.
- Get a Contact PersonRetrieves a contact person by their ID.
- Get a CustomerRetrieves a customer by ID or other identifying information.
- Get a Customer AddressRetrieves a customer address from the service.
- Get a LiabilityRetrieves information about a specific liability.
- Get a Payment TransactionRetrieves a payment transaction.
- Get a ProductRetrieves a product from the service using specific identifiers such as product ID or name.
- Get a Purchase OrderRetrieves a purchase order by ID.
- Get a Sales OrderRetrieves a sales order from the service.
- Get a UserRetrieves a user's details based on the provided user ID.
- Get an InvoiceRetrieves an invoice from the service.
- Import a Sales OrderImports a sales order into the system.
- List Contact PersonsRetrieves all contact persons.
- List Customer AddressesRetrieves all customer addresses.
- List CustomersRetrieves all customers from the service.
- List EmployeesRetrieves all employees.
- List InvoicesRetrieves all invoices.
- List LiabilitiesRetrieves all liabilities.
- List ProductsRetrieves all products.
- List Purchase OrdersRetrieves all purchase orders.
- List Sales OrdersRetrieves all sales orders.
- List UsersRetrieves all users.
- Make an API CallPerforms an arbitrary authorized API call.
- Release a Purchase OrderReleases a purchase order in the system to initiate the procurement process.
- Update a Contact PersonUpdates a contact person in the system with new information.
- Update a CustomerUpdates a customer in the specified database.
- Update a Customer AddressUpdates a customer's address in the system.
- Update a ProductUpdates a product in the inventory system.
- Update a Purchase OrderUpdates a purchase order with new information or changes.
- Update a Sales OrderUpdates a sales order in the system.
- Update a UserUpdates a user's details in the system.
- Update an InvoiceUpdates an invoice in the system with new information.
- Watch EventsTriggers when a Xentral webhook event occurs.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Capsule CRM and Xentral 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 Xentral.
Connect your Capsule CRM and Xentral 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 "Cancel a Purchase Order" in Xentral. Capsule CRM has 5 triggers (including Watch Entries, Watch Opportunities, and Watch Parties); Xentral has 47 actions (including Cancel a Purchase Order, Create a Contact Person, and Create a Customer). 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-Xentral 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 Xentral) 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 + Xentral 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 Xentral integration.
- Capsule CRM and Xentral integration source code, module specs and credentials implementation.
- Our Capsule CRM and Xentral integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Capsule CRM and Xentral — 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
- Xentral integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library