Capsule CRM
Capsule CRM is a simple yet powerful CRM platform designed to help businesses manage customer relationships, sales pipelines, and tasks efficiently.
12 actionsSign in with Capsule CRM
What your bot can do in Capsule CRM
Looks up
- List PartiesList all parties (contacts) on the account.
Takes action
- Create Capsule CRM PartyCreate a party in capsule crm.
- Delete PartyFully delete a specific party (person or organisation) from capsule crm.
- List Deleted OpportunitiesList opportunities deleted or restricted since a given date.
- List deleted partiesRetrieve parties deleted since a given date.
- List Entries By DateList notes, emails, and completed party tasks in descending order by entry date.
- List Organisation EmployeesList employees linked to a specific organisation (party).
- List ProjectsList projects (cases) from capsule crm.
- List TasksList tasks on the capsule account.
- List UsersList all users on the capsule account.
- Run Filter QueryRun structured filter queries on parties, opportunities or kases.
Show 1 more
- Update Capsule CRM PartyUpdate an existing person or organisation (party) in capsule crm.
