Capsule CRM currently provides 4 triggers that can start a workflow and 10 actions a workflow can run. Use those building blocks to move information into the same workspace as the people, records, and next steps it affects.
New Case
Fires when a new case (project) is created in Capsule CRM.
New Opportunity
Fires when a new opportunity is created.
New Task
Fires when a new task is created.
New Project
Fires when a project is created.
Create Contact
Create a new Person or Organisation in Capsule CRM.
Update Contact
Update fields on an existing Person or Organisation.
Create Opportunity
Create a new Opportunity in Capsule CRM.
Create Project
Create a new Project in Capsule CRM.
Create Task
Create a new Task in Capsule CRM.
Update Opportunity
Update an existing Opportunity in Capsule CRM.
Add Note to Entity
Add a comment/note to an entity (e.g., contact, opportunity, project).
Find Contact
Find a Person by search criteria.
Find Project
Find a Project by search criteria.
Find Opportunity
Find an Opportunity by search criteria.
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Start from a supported Capsule CRM event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with
New Case
Finishes with
Create or update a Coherence record
Use a change in Coherence to run a supported Capsule CRM action, so the next step follows the record instead of relying on someone to copy it.
Starts with
A Coherence record or workflow changes
Finishes with
Create Contact
Combine Capsule CRM with another integration and Coherence records to move information into the same workspace as the people, records, and next steps it affects.
Starts with
New Case
Finishes with
Create Contact, then preserve the outcome in Coherence
The exact authentication fields depend on Capsule CRM. The workflow structure stays straightforward:
Authorize the Capsule CRM account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with Capsule CRM or provide a complementary trigger or action.
Capsule CRM currently provides 4 triggers that can start a workflow and 10 actions a workflow can run. Use those building blocks to move information into the same workspace as the people, records, and next steps it affects.
Capsule CRM currently lists 4 triggers and 10 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
Yes. A workflow can combine supported Capsule CRM triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.
The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.
Start automating in minutes. No credit card required.
