Capsule CRM

Capsule is a popular CRM application that helps you to manage all your relationships with leads, customers and vendors, administer your sales pipeline and organize your emails.

To integrate your other apps with Capsule, you'll need to set up a Flow XO trigger directly in your account to 'poll' (look for) new information, rather than configure something inside your Capsule account in advance. 

The supported triggers are:

  • New Case
  • New Opportunity
  • New Organization
  • New Person
  • New Task

The tasks you build into your flow are:

  • Search an Organisation
  • Search a Person
  • Add, Update, Get or Delete a Case
  • Add a Note
  • Add, Update, Get or Delete an Opportunity
  • Add, Update, Get or Delete an Organization
  • Add, Update, Get or Delete a Person
  • Add a Tag
  • Add, Update, Get, Delete or Complete a Task

Connecting Your Account

You'll need to retrieve some details from your Capsule account to enter into Flow XO: 

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You'll then need to click 'Test Connection' to receive the 'Connection succeeded.' message. You can then click 'Next' to continue configuring your Flow XO flow. 

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You'll then need to click 'Test Connection' to receive the 'Connection succeeded.' message. You can then click 'Next' to continue configuring your Flow XO flow. 

FAQs

What is a 'Party', an 'ID' and an 'Object'?

'Party' is a collective term in Capsule for 'People' and 'Organisation' objects. An 'Object' is any individual record of data - again a person, an organisation, a task, a tag - anything. An 'ID' is a unique reference for every object in your account - for instance even though you might have 2 people named 'David', they will each have different IDs.

I don't have an ID to give to the 'ID' field - how do I get one?

Every person, organisation, case or anything else in your apps will usually have an 'ID' associated with it, which is a unique way of identifying that 'object'. You could go to your app and hunt this down - you'll usually find it in the address bar when you view e.g., a Capsule person:  https://myaccount.capsulecrm.com/party/69855057  - but a static ID isn't much use in a flow that we might run hundreds of times a day. Just like the name of the record, or the relevant email address, we'll want to ensure we have the ID we need to run our flow as an output which we can use - to just drag in from the right - which will always be the relevant ID for the record being processed. 

How are opportunities related to other other objects in Capsule?

Relationships are pretty straightforward in Capsule. 'People', your day to day contacts, belong to 'Organisations' - so when you create a person, you can optionally choose which organisation they belong to. In Flow XO, when you 'Add a Person', you'll be given the the option to specify an organisation by name, or give the organisation's 'Party ID' that specifies the desired organisation (as per image below). So taking into account the need for a party ID that relates to the organisation, I might like to 'Add an Organisation' as a flow task higher up in my flow, so that I can just drag and drop it here.

If I want to create a new organisation at the same time, I can do that by giving a name either as text or an output to 'Organisation Name' - if no match is found, a new organisation will be created. 

In the same way, opportunities, cases and (as we've seen) tasks may be linked to people or organisations.

Any question on using this service we haven't answered?  Contact us!

Known Issues

  • 'Datatags' are not currently supported as custom fields 

Tell us how we can improve this service on our public  Trello roadmap.

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