Capsule CRM
Actions
| Name | Description |
|---|---|
create_contactCreate a new Person or Organisation in Capsule CRM. | Create a new Person or Organisation in Capsule CRM. |
update_contactUpdate fields on an existing Person or Organisation. | Update fields on an existing Person or Organisation. |
create_opportunityCreate a new Opportunity in Capsule CRM. | Create a new Opportunity in Capsule CRM. |
create_projectCreate a new Project in Capsule CRM. | Create a new Project in Capsule CRM. |
create_taskCreate a new Task in Capsule CRM. | Create a new Task in Capsule CRM. |
update_opportunityUpdate an existing Opportunity in Capsule CRM. | Update an existing Opportunity in Capsule CRM. |
add_note_to_entityAdd a comment/note to an entity (e.g., contact, opportunity, project). | Add a comment/note to an entity (e.g., contact, opportunity, project). |
find_contactFind a Person by search criteria. | Find a Person by search criteria. |
find_projectFind a Project by search criteria. | Find a Project by search criteria. |
find_opportunityFind an Opportunity by search criteria. | Find an Opportunity by search criteria. |
Triggers
| Name | Description |
|---|---|
new_caseFires when a new case (project) is created in Capsule CRM. | Fires when a new case (project) is created in Capsule CRM. |
new_opportunityFires when a new opportunity is created. | Fires when a new opportunity is created. |
new_taskFires when a new task is created. | Fires when a new task is created. |
new_projectFires when a project is created. | Fires when a project is created. |
Quick Start
import { WeavzClient } from '@weavz/sdk'
const weavz = new WeavzClient({ apiKey: 'wvz_...' })
const result = await weavz.actions.execute({
integrationName: 'capsule-crm',
actionName: 'create_contact',
input: { /* ... */ },
connectionId: 'conn_id',
workspaceId: 'ws_id',
})Related Integrations
Works well with
Frequently Asked Questions
How do I connect Capsule CRM to my app?
Use Weavz Hosted Connect for OAuth2 authentication. Install the SDK, create a connection through the connect portal or API, then execute actions programmatically.
What actions does Capsule CRM support?
Capsule CRM supports 10 actions including Create Contact, Update Contact, Create Opportunity, Create Project, Create Task, and more.
Can I use Capsule CRM with AI agents?
Yes. Add Capsule CRM to an MCP server in TOOLS mode or CODE mode. CODE mode provides 80-98% context reduction with 3 meta-tools for efficient agent access.
What authentication does Capsule CRM use?
Capsule CRM uses OAuth2. Weavz handles token management, refresh, and secure credential storage automatically.
How much does the Capsule CRM integration cost?
The Capsule CRM integration is included on all Weavz plans including the free tier with 1,000 actions per month. No credit card required.
What triggers does Capsule CRM support?
Capsule CRM supports 4 triggers including New Case, New Opportunity, New Task, New Project.
Connect Capsule CRM in 2 minutes
Get 1,000 free actions every month. No credit card required.