All connectors
Capsule CRM integration
Capsule CRM is a simple yet powerful CRM platform designed to help businesses manage customer relationships, sales pipelines, and tasks efficiently.
Connect Capsule CRM to Xenition and work with it from chat, from an agent, or on a schedule — alongside every other app you have connected, in one workspace.
What you can do with Capsule CRM
Ask in plain language and Xenition calls the right one:
- Add Project Party — Tool to add a party (person or organisation) to a project in Capsule CRM. Use when you need to associate an additional contact with a specific project beyond the primary assigned party.
- Create Capsule CRM Category — Tool to create a new task category in Capsule CRM. Use when you need to add a new category for organizing tasks with a specific name and color.
- Create Custom Field Definition — Tool to create a new custom field definition for parties, opportunities, or projects in Capsule CRM. Use when you need to extend standard entity fields with custom attributes.
- Create Entry — Tool to create a new note entry in Capsule CRM. Note: Only note type entries can be created via API. Emails and tasks can be viewed but not created through this endpoint. Use when you need to add a new note record linked to a party, opportunity, or project.
- Create Lost Reason — Tool to create a new lost reason in Capsule CRM. Use when you need to add a new reason option for tracking why opportunities were lost. Lost reasons help categorize unsuccessful deals and can be included or excluded from conversion rate calculations.
- Create Capsule CRM Milestone — Tool to create a new milestone in Capsule CRM. Use when you need to add a new stage to a sales pipeline with defined probability and staleness criteria.
- Create Opportunity — Tool to create a new opportunity in Capsule CRM. Use when you need to track a potential sale with a party in the sales pipeline.
- Add Party to Opportunity — Tool to add a party (person or organisation) to an opportunity in Capsule CRM. Use when you need to associate an additional party with an existing opportunity.
- Create Capsule CRM Party — Tool to create a Party in Capsule CRM. Use when you have collected a person's or organisation's details and need to add a new record.
- Create Project — Tool to create a new project (case) in Capsule CRM. Use when you need to create a project associated with a party (person or organisation) to track work or engagements.
- Create Stage — Tool to create a new stage in a board in Capsule CRM. Use when you need to add a new workflow stage to an existing board with a specific display order.
- Create Task — Tool to create a new task in Capsule CRM. Use when you need to add a task with a description and due date, optionally linking it to parties, opportunities, or projects.
- Create Capsule CRM Title — Tool to create a new custom person title in Capsule CRM. Use when you need to add a new title option (e.g., 'Madam', 'Sir', 'Dr') for person records.
- Create Track — Tool to create a new track in Capsule CRM by applying a track definition to a project or opportunity. Use when you need to apply a predefined sequence of tasks to a specific entity.
- Create Track Definition — Tool to create a new track definition in Capsule CRM. Use when you need to define a reusable sequence of tasks for business processes that can be applied to opportunities or projects.
- Delete Board — Tool to delete (archive) a specific board in Capsule CRM. Use when you need to remove a board that is no longer needed.
- Delete Category — Tool to delete a category from Capsule CRM. Use when you need to remove a category that is no longer needed.
- Delete Custom Field Definition — Tool to delete a custom field definition from an entity type in Capsule CRM. This removes the field value from any parties, opportunities, or projects it was assigned to. Use when you need to permanently remove a custom field definition.
- Delete Entity Tag — Tool to delete a tag from an entity type (parties, opportunities, or kases) in Capsule CRM. Use when you need to remove a specific tag from all entities of a given type.
- Delete Entry — Tool to delete an entry (note, email, or task) from Capsule CRM. Use when you need to remove an entry by its ID.
- Delete Lost Reason — Tool to delete a lost reason from Capsule CRM. The deleted reason remains available for historical reporting but cannot be assigned to new opportunities.
- Delete Milestone — Tool to delete a specific milestone from Capsule CRM. Use when you need to remove a milestone that is no longer needed. Note: Cannot delete a milestone while it is being used on an opportunity.
- Delete Opportunity — Tool to delete an opportunity from Capsule CRM. The opportunity can be restored within 30 days via the web interface. Use when you need to remove an opportunity.
- Delete Opportunity Party — Tool to remove a party (person or organisation) from an opportunity in Capsule CRM. Use when you need to disassociate a contact from a specific opportunity.
- Delete Party — Tool to fully delete a specific party (person or organisation) from Capsule CRM. Use when you need to completely remove a party after confirming no active references remain.
- Delete Project — Tool to delete a project (case) from Capsule CRM. The project can be restored within 30 days via the web interface. Use when you need to remove a project.
- Delete Project Party — Tool to remove a party (person or organisation) from a project in Capsule CRM. Use when you need to disassociate a contact from a specific project.
- Delete Stage — Tool to delete a specific stage from a board in Capsule CRM. Use when you need to remove a stage that is no longer needed. Note: Cannot delete a stage while it is being used by open projects.
- Delete Task — Tool to delete a specific task from Capsule CRM. Use when you need to remove a task by its ID.
- Delete Title — Tool to delete a specific title from Capsule CRM. Use when you need to remove a title that is no longer needed.
…and 20 more Capsule CRM actions available in the workspace.
Give an agent access to Capsule CRM
An agent you create can use Capsule CRM on your behalf and keep working while you do something else. Every action an agent takes goes through an approval gate first, so nothing touches your Capsule CRM account without you agreeing to it.
Other connectors
Frequently asked questions
How do I connect Capsule CRM to Xenition?
Open the connectors directory in Xenition, find Capsule CRM, and sign in when the authorisation window opens. The connection is managed for you — there is no API key to create, paste or rotate.
What can Xenition do with Capsule CRM?
Xenition can run 50 different Capsule CRM actions, including Add Project Party, Create Capsule CRM Category, Create Custom Field Definition. You ask in plain language and the right one is called for you.
Can an agent use Capsule CRM on my behalf?
Yes. Agents can use Capsule CRM while you do something else, and every action passes through an approval gate before it runs.
Is there a free plan?
Yes. Xenition starts free with 25,000 credits a month and no credit card, and all connectors are available on every plan.