Capsule CRM Integration — Automate Capsule CRM with AI on Beauto

Capsule CRM is a simple yet powerful CRM platform designed to help businesses manage customer relationships, sales pipelines, and tasks efficiently.

Category: crm, contact management · 109 actions available

What you can automate with Capsule CRM

Beauto connects Capsule CRM with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from Capsule CRM events, enrich Capsule CRM data with AI, or sync Capsule CRM with the rest of your stack — without writing code.

  • Sync Capsule CRM data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
  • Trigger AI agents on new Capsule CRM events and route the output anywhere
  • Schedule recurring Capsule CRM tasks — daily reports, cleanups, or bulk updates
  • Use natural language to describe the workflow; Beauto builds it for you

Capsule CRM actions Beauto supports

  • 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
  • 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
  • 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
  • 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.
  • Delete Track — Tool to delete a specific track from Capsule CRM. Use when you need to remove a track that is no longer needed.
  • Delete Track Definition — Tool to delete a specific track definition from Capsule CRM. Use when you need to remove a track definition that is no longer needed.
  • Get Activity Type — Tool to get a specific activity type by ID. Use when you need to retrieve details about a particular activity type including its name, icon, and whether it updates the last contacted date.
  • Get Attachment — Tool to retrieve a specific attachment by ID from Capsule CRM. Returns the file content along with metadata (filename, content type). Use when you need to download an attachment that is associated with an entry (note, em
  • Get Board — Tool to get a specific board by ID from Capsule CRM. Use when you need to retrieve details of a particular board including its name, description, and timestamps.
  • Get Category — Tool to get a specific category by ID. Use when you need to retrieve details of a particular category including its name and colour.
  • Get Current User — Tool to retrieve the current authenticated user's details including id, username, name, locale, currency, status, timezone, lastLoginAt, and taskReminder settings. Use when you need to identify the current user or access
  • Get Custom Field Definition — Tool to get a specific custom field definition by ID from Capsule CRM. Use when you need to retrieve details about a custom field including its type, options, and configuration.
  • Get Entity Tag — Tool to retrieve a specific tag by ID for an entity type (parties, opportunities, or kases) in Capsule CRM. Use when you need details about a specific tag associated with an entity type.
  • Get Entry — Tool to retrieve a specific entry by ID. Use when you need to fetch details of a note, email, or task entry.

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